Leads Module

From first inquiry to move-in — track every step, with the data to back it up.

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What it does

The MyResidentCare Leads/Waitlist Module is a core component of our comprehensive SaaS platform designed to optimize the management of assisted living and long-term care facilities. This specialized module streamlines the entire lead management process, allowing you to efficiently track and manage prospective residents and transition them to the appropriate stages in your facility.

  • Track prospective residents from first inquiry
  • Customize stages, task types, and lead sources
  • Filter the waitlist by care needs or room type
  • Convert leads to residents without double-entry

What you get

The pieces that turn inquiries into move-ins.

Lead Tracking

Track every lead from inquiry to admission with precision. Capture from any channel — web, phone, referral — with stage and source assigned at intake.

Waitlist Control

Easily manage and prioritize your waitlist. Filter by care needs, preferred move-in timeframe, or room type to surface the right prospect at the right time.

Custom Integration

Configure stages, task types, statuses, and care-needed categories to match your facility's unique workflow. No generic template — adapt the module to how you actually operate.

Real-Time Insights

Access up-to-date information to make informed decisions quickly. Customizable dashboard widgets and graphs save your layout automatically.

How it works

Three steps from capture to conversion.

01

Capture inquiries

New prospects come in from your website, phone, or referrals. Each is added as a lead with a stage, source, and contact info.

  • Capture from any channel
  • Stage and source at intake
  • Contact info recorded
02

Nurture through stages

Move leads through stages with tasks and notes. Filter by care needs, time frame, or room type to see who's ready for the next step.

  • Tasks per lead
  • Notes and history
  • Filter by care needs
03

Convert to resident

For full-system subscribers, schedule a "Move In" task that creates the resident record automatically — no double-entry.

  • One-step conversion
  • Auto-create resident
  • Track from inquiry to move-in

Your dashboard, your layout

When you first log in, the Leads dashboard shows your pipeline graph and current tasks. You can add or remove the widgets that matter to your role — admissions coordinators see different graphs than facility directors.

Choose which widgets to show, rearrange them into your preferred layout, and the system saves your setup automatically. Changes persist between sessions, so you don't reconfigure every login.

The pipeline graph categorizes your leads by stage so you can see at a glance where prospects are in your funnel. Filter by stage, care needs, or time frame to drill into the specific cases you need to work today.

Leads module dashboard with customizable widgets

Why Choose myResidentCare?

Our Leads/Waitlist Module is designed to streamline the management of care facilities, enhancing both efficiency and resident satisfaction through innovative features and customizable tools.

01

Comprehensive Lead Management

Efficiently manage prospective residents from initial inquiry through to move-in with customizable tracking that adapts to your facility's needs.
02

Seamless Waitlist Handling

Effectively filter and manage your waitlist, ensuring timely transitions and that no prospective resident is overlooked, enhancing your facility's service capacity.
03

Customizable to Your Needs

Tailor every aspect of the lead and waitlist management to fit the unique requirements of your facility, from stages and tasks to care needs, ensuring optimal operation alignment.
Lead management dashboard preview

Frequently asked questions

Common questions from admissions coordinators adopting the Leads Module.

Can I customize lead sources in MyResidentCare?

Yes. Tailor lead sources to reflect the unique channels through which you receive prospective residents. This lets you accurately track and analyze the effectiveness of each source, enabling more strategic marketing and outreach.

What customization options are available for lead settings?

Extensive. Define and modify stages, task types, statuses, and care-needed categories. This flexibility ensures the module adapts to your facility's specific workflows, enhancing overall management efficiency.

Can I filter on the waitlist screen?

Yes. The waitlist provides powerful filtering by care needs, preferred move-in timeframe, room type, and stage. Prioritize and organize leads efficiently so you can quickly find and manage the most urgent or fitting cases.

Can I customize my dashboard?

Yes. Add or remove graphs and widgets, and rearrange them to suit your workflow. Changes are saved automatically for a tailored experience each time you log in.

How do leads become residents?

When a lead reaches the Move-In stage, full-system subscribers can create the resident record with one action. The lead history stays attached, enabling smooth transitions from prospect to resident.

Does it work without the rest of myResidentCare?

The Leads Module works standalone for prospect tracking and waitlist management. The conversion-to-resident step requires the Base Module (or full SaaS subscription).

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