Behavioral Incident Log & Family Notification System
A done-for-you senior living and childcare automation built for the Memory Care Manager, connecting Twilio, Jotform, and Airtable so the work below happens on its own.
What this automation does, step by step
When a memory care team member documents a behavioral incident (agitation, wandering, a fall, or a significant mood change) the system immediately logs it with timestamp, staff name, and details, notifies the memory care manager for clinical review, and sends an automatic family notification within two hours.
Follow-up documentation tasks are assigned for a 24-hour and 72-hour check-in, ensuring that no incident is documented once and forgotten.
The manager's incident report for state compliance is generated automatically at the end of each month from the logged entries, eliminating the manual compilation that typically consumes a full day.
- Memory care EHR (e.g., PointClickCare or Eldermark)
- Jotform (incident report form)
- Zapier or Make.com
- Twilio (family notification SMS and email)
- Google Sheets or Airtable (incident log and monthly compliance report)
Using different software? We build around what you already have, so you never have to switch tools to automate.
The manual way vs. the automated way
Without automation
The manual approach means a memory care manager handles each case reactively, after someone has already noticed something went wrong. It rarely feels urgent in the moment, but it adds up fast.
With this automation
- Expiration and renewal alerts on a 90, 60, and 30 day countdown
- Signature and document chasers that escalate on their own
- Deadline tracking for filings, permits, and inspections
- An automatic audit trail of every notice sent
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