Communities
Click on + in the Community tab
What is how do you add a new community?
Click on + in the Clients tab
What is How do you add a new client?
Click on + in the Lead Source tab
What is How do you add a new Lead Source?
The abbreviation CLS
What is Community Listing Service?
Proprietary software the maintains client, community and lead source information. Also, handles community billing and statistical reporting.
What is OasisIQ?
A place where our clients (healthy) move to when home is no longer an option.
What is a Community?
The first question you should ask a client.
What is how did you hear about us?
People who may refer clients to Oasis Senior Advisors.
What are Lead Sources?
First step in creating a CLS.
What is make client Active?
The abbreviation IT.
What is "In Territory"?
Assisted Living, Standalone Memory Care, Residential Care Homes, and Independent Living
What are types of Communities?
This is how you indicate the location where the senior wants to be placed.
What is you enter the zipcode and mileage from that zipcode (geographic tab/section)?
A Community can also be a Lead Source. True or False.
What is True?
The recommended number of communities to send a client at one time.
What is 3?
The name of the charge for the other person when 2 related people move into the same apartment.
What is the Second Person Fee?
The place you denote that a community accepts people who need a Hoyer lift.
What is the ADL tab/section?
Add up all assets and divide by 24.
What is how to determine the client's monthly budget?
Social Workers, Elder Law Attorneys and Home Care Agencies.
Who are our best Lead Sources?
Client Rep, Primary Lead Contact and Secondary Lead Contacts
What are recipients of CLS emails?
They receive our newsletter.
What are Clients, Communities and Lead Sources?
This is where you enter the second person fee.
What is the pricing tab/section?
Determines who owns the client.
What is the location (zipcode) of client at time of referral?
Send a client referral to a Lead Source.
What is create an OutBound Referral?
You may not get paid.
What happens if CLS is not sent in a timely manner?
The way you give client information to another franchise.
What is by Transfer?