01
Intake & documents
Get a complete referral on file in minutes.
- Numbered one-page intake
- Demographics, social worker, payer type, Medicare / Medi-Cal with beneficiary ID, SSI and room-and-board details.
- Required document checklist
- Face sheet, H&P, med list, LIC 602, TB test, conservatorship, Medi-Cal eligibility — checked off as files arrive.
- Bulk drag-and-drop
- Drop a full packet; each file's type is guessed for you. Uploads run in the background with progress on phone and desktop.
- Email-in referrals
- Forward referral emails to one address. Attachments file to the matching patient or wait in an inbox to sort.
- Duplicate & re-admit warnings
- Same name? You'll be warned. Past do-not-admit decisions show their reason.
- Private viewing
- Open documents in the app without downloading them. Every view is logged.
02
Pipeline & waiver workflow
Every stage from inquiry to move-in.
- Board, list and table views
- Drag patients between stages or scan them in a table. Closed cases leave the queue automatically.
- Plans for your city
- Searchable managed care plan list, pre-loaded per area and editable by admins.
- Plan switch tracking
- Request date, effective date and follow-up — skipped automatically when the plan already works.
- CCA submissions
- Submit complete packets, email with CC, log replies and follow-ups. Form assistance for common agencies.
- Assessment, ISP & EIN
- The final steps stay visible with their dates and documents.
- ALW waitlist
- Waitlisted patients stay in view with their dates.
03
Team, chat & alerts
Everyone works from the same picture.
- Patient notes
- Social-style notes on each patient with @mentions and replies.
- Team rooms
- Chats tied to dashboard cards, with unread counts and “Viewed by” receipts.
- In-app & phone alerts
- Banners, a bell and push alerts on iPhone and Android — no patient details in the notification.
- My tasks
- Follow-ups, missing documents and idle patients become a to-do list on their own.
- Sitewide search
- Find any patient, note, teammate or page with ⌘K.
- Mobile first
- Every screen designed for phones first — hallways, hospitals and cars.
04
Marketing, goals & reporting
Know what's filling beds.
- Marketer portal
- Visit logs, referral sources and quick activity entry from the field.
- Goals per person
- Admins set goals for every team member; actuals are counted automatically.
- Team performance
- Results by person, stage and period, with stalled work highlighted after 3 days.
- Referral source history
- Click any hospital, source or recipient to see every referral it sent, all time.
- Printable reports
- Activity and audit reports you can print or export to a spreadsheet.
- Multi-facility view
- Owners switch between facilities from one login.
05
Security & control
Made for protected health information.
- Append-only audit trail
- Every change with before and after values, every file view and sign-in, grouped into sessions you can flag, annotate and print.
- Automatic sign-out
- Sessions end after 15 minutes of inactivity.
- Short-lived file links
- Documents are stored privately and links expire in minutes.
- Roles & permissions
- Admin, case manager, intake, marketer and view-only roles, plus per-person permission switches.
- Admin approval
- New sign-ups see nothing until an admin approves them.
- Facility isolation
- Each facility's data is separated in the database itself.
ALFi
An assistant that knows your pipeline.
Ask about patients, stages, referral sources and your team in plain English. ALFi only reads what your role is allowed to see, and keeps your conversation history.
ALFi Score.
A 0–100 estimate of how likely an assisted living in your city is to accept a patient, based on their paperwork — with reasons, concerns and missing information. Decision support only.