Regions and Region Maps
What Is a Region?
Regions can be thought of as a set of connected Senior Place CRMs where account-level settings are shared, but most other data is not. Users with appropriate permissions can log in and switch between regions freely so that they can transition seamlessly when working between multiple offices. In the home care client profile, a client's region is shown as its Office.
What Data Is Not Shared Between Regions?
- Clients:
- No client data is shared between regions. Clients in Region A will not be visible in Region B, even if the Assigned User has access to both regions.
- Communities (placement agencies):
- Communities are also entirely separate on a per-region basis. This means your office in California and Florida can enjoy their own sets of data without worrying about overlap.
- Referral Organizations / Referral Contacts:
- Referral Organizations and Contacts are also completely separate. However, in many cases we can assist in copying this data to a new region if needed!
- Region Map (placement agencies):
- Each region has its own Region Map (as described below). This means Senior Place can propagate the appropriate community license data to each region independently.
Can I Add a Region to My Existing Senior Place Account?
Yes! If you are interested in adding a new region, please reach out to us at support@seniorplace.com and we can assist in that process.
What Is a Region Map? (Placement Agencies)
A region map, is effectively the list, or "map" of states and counties that you have selected. Senior Place uses this region map to determine what communities are propagated to your CRM from our own database.
How Does It Work?
On sign-up your team will select a primary state, and optionally indicate what counties/cities/zip-codes from that state you want to be a part of your Region Map. As a part of the onboarding process we propagate that data, and we update that data on a monthly basis thereafter.
Can I Change My Region Map?
Yes! At this time you are not able to edit this in your settings, however you can reach out to us at support@seniorplace.com and we will be able to assist you.
Can I Add New States to My Region Map?
Yes! Similar to the above, you can reach out to us at support@seniorplace.com and we can assist with that process. Additional fees may apply when adding additional states to your region map.
Have more questions? Feel free to reach out to us at support@seniorplace.com!