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STRATAAI Operations Integration
Tier 3Roadmap

Healthcare

STRATA for senior living and assisted living operators. The five operating gaps that cost communities recoverable occupancy and revenue every month.

Platforms at v1: PointClickCare, MatrixCare, Yardi Senior Living, Eldermark, WelcomeHome

The operating gaps

Named in operator language. One paragraph each.

  1. 01

    Resident intake documentation across care assessments and admissions

    Pre-admission assessments, care plans, medical-record handoffs, and family agreements arrive in PDF, fax, and email. Admissions coordinators key the data into the EHR or CRM by hand. Document Processing closes the intake loop without changing the EHR of record.

  2. 02

    Family follow-up across the inquiry-to-tour-to-move-in funnel

    Initial inquiry, tour scheduling, post-tour follow-up, and move-in coordination depend on six to twelve touches inconsistently executed by sales counselors. Occupancy slips. Follow-Up Automation installs the cadence.

  3. 03

    Staff scheduling and time-and-attendance reporting

    Caregiver schedule changes, call-offs, and overtime trends live in the scheduling system, the time clock, and the shift-board spreadsheet. Internal Reporting consolidates for the executive director.

  4. 04

    Compliance reporting on state surveys, incident reports, and care-plan reviews

    State-survey readiness, incident documentation, and care-plan review cadence are reassembled per cycle. Document Processing pre-stages the artifacts.

  5. 05

    Inbound family-inquiry response time during business and after-hours

    The 7:14 p.m. family inquiry rolls to the after-hours service and books at the competing community. Speed-to-Lead routing closes the gap.

The Revenue Audit

Know your specific number before you commit to anything.

The Revenue Audit for senior living operators is a fifteen-minute working session against an EHR or CRM export and a recent month of inquiry-and-tour data. We calculate recoverable occupancy and revenue across inquiry response time, tour-to-move-in conversion, and admissions documentation cycle. The retainer is sized against the figure. Honest no on the call if the figure does not justify.

  1. A specific dollar figure of recoverable revenue, calculated against your own data.
  2. A vertical-specific gap diagnosis named in operator language, not marketing language.
  3. A reference conversation with an operator in your vertical or an adjacent one.
  4. A retainer sized against the figure, or an honest no on the call.

Insurance, HVAC, and dental are our installation wedges at v1. We accept Revenue Audits in senior living and assisted living and run them against the same diagnostic; the engagement timeline is set during the call.

Book a Revenue Audit

Stack recommendation for Senior Living and Assisted Living

Layered in the order that produces the visible ROI event first.

  1. Layer 1

    Speed-to-Lead

    Inbound family-inquiry response time produces the visible tour and move-in lift inside thirty days.

  2. Layer 1

    Follow-Up Automation

    Tour follow-up, deposit cadence, and move-in coordination sequences pair with Speed-to-Lead.

  3. Layer 2

    Document Processing

    Admission packets, care plans, and compliance documentation create operational depth.

  4. Layer 3

    Revenue Recovery

    Reactivation against the historical-inquiry book produces tours without net-new media spend.

  5. Layer 3

    Internal Reporting

    Occupancy, conversion, staff utilization, and survey readiness in one weekly view.

Proof

Across the audits the firm has run, the typical recoverable figure on a $1M to $5M book is $30,000 to $90,000 per year. Your figure is specific to your book.

STRATA is quiet about engagements in flight.

References are matched to your vertical and available on the audit call. Case studies are published when the customer is ready to be named. What we can tell you: the audit call will include a reference conversation with an operator in your vertical or an adjacent one.

Operational questions

What operators ask before the audit call.

What EHR and CRM platforms does STRATA integrate with at v1?+
PointClickCare, MatrixCare, Yardi Senior Living, Eldermark, and WelcomeHome are supported at v1. Ask on the audit call about your specific stack.
How is resident PHI and HIPAA compliance handled?+
Engagement under DPA and BAA; audit exports PII-minimized; production processing follows your EHR security posture. The /security page documents the full posture.
Does this work for an 80-unit community?+
Layer 1 is meaningful at sixty or more units or across multi-community operators. The audit math says yes or no.
Will sales counselors and caregivers need to change how they work?+
No. The integration sits between the inbound channels and your EHR or CRM. Staff continues where they work today.
What does the prospect bring to the audit call?+
A CRM or EHR export covering inquiries and tours, a recent month of inquiry-channel data, and a representative admission packet. Fifteen minutes is enough.

How the engagement is governed

Three structural promises. All on the record.

The Honest No

If the Revenue Audit shows the recoverable revenue does not justify the retainer, the firm says so on the audit call. STRATA is not the right fit for every business in a vertical, and we name that directly.

The Pause Clause

If the recovered revenue does not exceed the monthly retainer within the first 60 days of deployment, the engagement pauses until the gap is closed.

Month-to-month

The first 90 days of any STRATA engagement is month-to-month. Long-term commitments are earned by operational performance, not signatures.

STRATA for Senior Living and Assisted Living

Your recoverable revenue is a specific number.

The Revenue Audit calculates it from your senior living and assisted living data in fifteen minutes.

Book a Revenue Audit

The Pause Clause stands. The Honest No is on the audit call. The first 90 days is month-to-month.