Family Communication & Care Update System
A done-for-you senior living and childcare automation built for the Senior Living Administrator, connecting Twilio, Jotform, and Mailchimp so the work below happens on its own.
What this automation does, step by step
Family members of residents receive an automated weekly update summarizing notable activities, wellness check-ins, and any care plan changes, keeping loved ones informed without requiring the care team to field individual phone calls.
When a significant health event occurs, the primary family contact is notified within the hour via text and email, with a follow-up call task assigned to the care coordinator.
Prospective residents and their families in the inquiry pipeline receive a nurture sequence with community highlights, pricing, and a tour invitation, filling the census pipeline while the admissions team focuses on tours and transitions.
- Senior living CRM or EHR (e.g., PointClickCare or MatrixCare)
- Zapier or Make.com
- Mailchimp or ActiveCampaign (family update sequences)
- Twilio (urgent health event SMS)
- Jotform (family satisfaction surveys)
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
Manually, a senior living administrator is stuck doing repetitive follow-ups and data entry that could otherwise run quietly in the background. It rarely feels urgent in the moment, but it adds up fast.
With this automation
- Status updates triggered by real milestones in your systems
- Support requests routed to the right owner with full context
- Escalations when a response deadline is about to slip
- Fewer inbound status calls for your front desk
Often built alongside this one
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