Assisted Living Communities

Assisted Living Communities automation templates

12 ready-made workflows for Assisted Living Communities. Each one handles a real job your team does every week, right inside the tools you already use. The apps that come up most here: ECP, Google Sheets and Gmail.

Assisted Living Communities
All categories
Automated ECP Waitlist Vacancy Alerts
Every hour, WebRun opens ECP, checks for any new vacancy, finds the next eligible family on your waitlist, drafts an outreach email in Gmail for your admissions team to review and send, and logs the vacancy in a Google Sheet.
ECPGmailGoogle Sheets
Automated ECP Tour Follow-Up Emails
Every evening, WebRun opens ECP, finds every tour completed that day, drafts a personalized thank-you and next-steps email for each family, and leaves them ready in Gmail for your admissions team to review and send.
ECPGmailGoogle Sheets
Automated ECP Staffing Ratio Compliance Alerts
At every shift change, WebRun opens ECP, checks the resident census and acuity against your scheduled staff count, logs any shortfall in a Google Sheet, and emails your staffing coordinator an alert in time to call in coverage.
ECPGoogle SheetsGmail
Automated ECP Satisfaction Survey Follow-Ups
As soon as a satisfaction survey comes in, WebRun reads the response in Google Sheets, looks up the resident and family contact in ECP, and drafts a personal follow-up in Gmail for low scores, left unsent for your team to review and send.
Google SheetsECPGmail
Automated ECP Move-In Pipeline Digest
Every morning, WebRun opens ECP, checks every prospect's stage from inquiry to signed lease, confirms which residency agreements are still out for signature in DocuSign, and emails your admissions team a clear digest of who is moving in this week and who needs a nudge.
ECPDocuSignGoogle Sheets+1
Automated ECP Care Level Billing Reconciliation
Every Monday, WebRun opens ECP, compares each resident's current assessed care level against what they were actually billed, logs every mismatch in a Google Sheet, and emails your business office the discrepancies to correct, never changing a resident's bill itself.
ECPGoogle SheetsGmail
Automated ECP Lease Renewal Reminders
Every Monday, WebRun opens ECP, finds every residency agreement expiring in the next 60 days, prepares the renewal in DocuSign with the fields filled in but left unsent, and logs the status in a Google Sheet for your business office to review and send.
ECPDocuSignGoogle Sheets
Automated ECP Family Update Drafts
Every Monday, WebRun opens ECP, reads each resident's recent care notes and activity participation, and drafts a personalized family update in Gmail for your care team to review and send, never contacting a family member directly on its own.
ECPGmailGoogle Sheets
Automated ECP Fall Incident Report Log
Every hour, WebRun opens ECP, finds any newly logged fall incident, adds it to your facility's incident log in Google Sheets, and emails your director of nursing a summary to review, never filing anything with a state agency on its own.
ECPGoogle SheetsGmail
Automated ECP eMAR Exception Flags
Every hour, WebRun opens ECP, finds any medication exception in the eMAR such as a missed, late, or refused dose, logs it in a Google Sheet, and emails your nurse on duty a same-shift alert so nothing waits until the next shift change.
ECPGoogle SheetsGmail
Automated ECP Discharge Notice Checklist
When a discharge or transfer is initiated in ECP, WebRun assembles the required notice checklist, prepares the notice in DocuSign left unsent for your administrator's review, and logs each checklist item in a Google Sheet so nothing is missed before the resident leaves.
ECPDocuSignGoogle Sheets
Automated ECP Care Level Reassessment Alerts
Every Monday, WebRun opens ECP, finds every resident due for a care level reassessment in the next two weeks, and emails your director of nursing the ranked list so no reassessment is missed.
ECPGmail

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