Vertiqa is the follow-through system for senior living advisors who manage families, facilities, and referrals without dropping a single detail.
Placement flow
Today's active follow-ups
Family assessment call
Daughter + son-in-law · 11:30 AM
Facility paperwork check-in
Assisted living partner · due today
Discharge planner update
Hospital referral · pending callback
Next best action
Confirm tomorrow's tours and send status updates to the referral source.
They're overwhelmed. They need guidance. They expect clarity.
Not the family who needs a follow-up. Not the facility waiting for paperwork. Not the discharge planner you promised to update.
It remembers what humans forget and keeps momentum moving.
Vertiqa is not just a CRM.
It's your operational memory.
It captures
And it shows you exactly what needs attention today.
Each new inquiry becomes a Placement Case with a clear stage:
You always know where every family stands.
If a case sits too long without action:
No more wondering: "Did we follow up with them?"
Discharge planners and social workers are your lifeline. Vertiqa tracks:
So no relationship goes cold.
Share simple booking links for:
All meetings attach directly to the case timeline. No separate scheduling tool required.
Calls. WhatsApp messages. Emails. Notes.
When a daughter calls asking, "What did we decide last week?" you know instantly.
Vertiqa doesn't just store data. It understands it. Built-in AI reads your entire family timeline and answers the questions you'd normally have to dig for.
Examples
Grounded in your data
Every answer is grounded in your actual data: calls, messages, meetings, and notes. Not guesses. Not generic. Your agency's memory, made searchable.
WhatsApp, SMS, email, and phone calls are captured in one timeline automatically. No copy-pasting. No “let me check my phone.”
The channel families and referral partners actually use. Fully integrated.
Email & SMS
Automated follow-ups and manual outreach, all tracked.
Phone calls
Logged with summaries, so you always know what was promised.
Scheduling links
Let families and partners book consultations and tours directly.
A pipeline built for placement follow-through, so every stage stays actionable.
New Inquiry
Family inquiry captured
24-hour follow-up reminder
Needs Assessment
Care and budget profile documented
Assessment checklist triggered
Tours Scheduled
Facility tours confirmed
Tour prep and reminder sequence sent
Decision Pending
Awaiting family decision
Periodic check-ins scheduled
Placed
Placement completed
Referral and partner follow-up triggered
Vertiqa gives you:
You focus on care and guidance. Vertiqa handles the remembering.
We protect relationships, not medical charts.
Most agencies today rely on:
Vertiqa replaces that with structured clarity without enterprise complexity.
We don't charge per seat to punish growth.
We price for peace of mind.
As your placements grow, your system scales with you.
No hidden lock-ins. No enterprise traps.
Is Vertiqa HIPAA compliant?
Vertiqa is designed for operational follow-through, not clinical record storage. We recommend keeping protected medical records in appropriate systems.
Can we customize stages to our process?
Yes. Your placement stages, terminology, and workflows can be configured to match your agency.
Can I track referral sources?
Yes. Every case can be linked to a referral source with visibility across your network.
Do families get a portal?
Families can receive secure status updates and meeting confirmations via private links without complex logins.
Your system should carry you.
See how Vertiqa supports senior living advisors.