Managed Intake
We turn your inquiries into booked appointments.
Send us your website forms, ad leads, phone calls and referral leads. Our managed intake team responds in minutes under your practice's name, qualifies the family, follows up properly and books appointments and consultations straight into your calendar.
Works with your existing leads · No new software · Cancel any time
See how it worksWhat is managed senior care intake?
Managed intake is the work of catching every senior care inquiry the moment it arrives, responding to the family, qualifying their needs, and turning it into a booking: appointments and consultations. It is the difference between a lead and a client, and it is usually where providers lose the most.
Senior Care Path runs that intake layer for you. You send us your inbound leads from every channel, and our team responds fast under your brand, follows a disciplined multi-touch process, and books appointments and consultations directly into your calendar. Your team stops chasing internet leads and gets back to what they do best.
You are getting leads. You are losing new clients.
The gap is almost never how many inquiries you get. It is what happens in the first hour after one arrives.
Leads go cold before anyone calls
Families reach out to several places at once and go with whoever answers first. When an inquiry sits in an inbox until the afternoon, the family has often booked with someone else.
Your best people chase instead of close
The people who should be with clients spend their day dialing internet leads, most of which never pick up. It is the wrong use of your team.
Follow-up falls through the cracks
A family that is not ready today may be ready in three weeks. Without a disciplined, multi-touch follow-up, those inquiries quietly disappear and never come back.
How it works
One connection to set up, then every lead is answered, qualified, and booked, without adding a single person to your payroll.
Forward every lead to us
Point your website forms, paid-media leads, phone inquiries, and referral sources to Senior Care Path. Nothing changes for the family. No new software for your team.
We respond fast, under your brand
Our managed intake team calls, texts and emails within minutes, on behalf of your practice. "Hi Susan, I'm calling from Maplewood Hearing about the appointment for your father."
We qualify the family
We confirm care needs, budget, geography, timing, the decision-maker, and urgency, so your team only ever spends time on real, ready prospects.
We book it into your calendar
High-intent families are booked straight into your calendar for appointments and consultations, or warm-transferred to your team live. Your team walks in to a full schedule.
Send us every source
Point all of your inbound channels at one intake team. Nothing gets missed, and every family gets the same fast, on-brand response.
- Website contact and request forms
- Google Ads and search campaigns
- Meta and social ad leads
- Phone inquiries and missed calls
- Doctor, clinic and professional referrals
- Directories and other referral sources
- Old and dormant CRM leads
- Your Senior Care Path listing inquiries
What we qualify before we hand it over
Your team only sees prospects who are a real fit and ready to move forward. On every lead we confirm:
- Care needs and level of care
- Budget and payment source
- Preferred location and distance
- Timing, and whether a home visit is needed
- Who the decision-maker is
- Readiness to book appointments and consultations
Simple, predictable pricing
A flat monthly subscription based on your lead volume, plus a $100 fee for each successful booking we secure (appointments and consultations). With early operators we test flat-rate and success-based pricing to find the fit, and many prefer the predictability of a flat monthly fee. All prices are in CAD.
| Plan | Starter $995/month | GrowthMost chosen $1,995/month | Multi-location $1,500+/location |
|---|---|---|---|
| Lead volume | Up to 50 leads managed | Up to 150 leads managed | Custom |
| Human intake team | Included | Included | Included |
| SMS & email follow-up | Included | Included | Included |
| Phone response | Included | Included | Included |
| Qualification | Included | Included | Included |
| Booking: appointments and consultations | Included | Included | Included |
| CRM integration | Basic | Included | Included |
| Lead recovery | – | Included | Included |
| Subscribe | Subscribe | Subscribe |
Prefer to talk first? Book a call and we will map your lead sources before you start. Multi-location is priced per location, so contact us for a portfolio quote.
Successful booking fee: $100
We charge $100 for each successful booking: an appointment or consultation. You pay it when we deliver a qualified booking, not for conversations that go nowhere.
A quick example
On Starter at $995 a month plus $100 per booked appointment, a practice that sends us 50 inquiries and books 12 appointments pays $995 + $1,200 = $2,195 for the month. A handful of new long-term clients usually covers that many times over.
Not sure which plan fits your volume?
Book a quick call and we will map your lead sources, recommend a plan, and show you what a full intake calendar could look like.
Lead recovery: wake up your dead CRM leads
Give us the last 6 to 12 months of inquiries that went nowhere. We call, text, and email them on your behalf: "You contacted Maplewood Hearing earlier this year about your father. I wanted to check whether you'd still like to book a visit."
Then we requalify the families who are still looking and rebook them into your calendar. It is the easiest thing to trial, because it does not replace anything you are doing today. It only recovers value you have already paid for.
How lead recovery is priced
- $500 setup + $100 per recovered booking
Low commitment, pay mostly on results.
- $1,500 campaign + performance fee
A full reactivation push across your dormant list.
Built for sensitive senior care conversations
Secure, privacy-first intake infrastructure for Canadian senior care.
Senior care inquiries often involve sensitive personal and health information. Senior Care Path managed intake is designed with privacy and security at the centre of the process. We collect only what is needed to understand a family's care needs and coordinate the right next step, and we act as an intake service provider on behalf of your organization. Your data stays your data. It is never sold or used for unrelated purposes.
Privacy-first intake
Our systems and procedures are designed to support the privacy and security requirements that apply to Canadian senior-care organizations. Sensitive information is collected only when it is needed to help.
Clear consent
Families are told how their information will be used and shared as part of intake. We gather only what is reasonably required to respond, understand care needs, and connect them with the right provider.
A secure extension of your team
A structured way to outsource lead response without handing sensitive inquiries to a traditional call centre. We respond, qualify, document, and coordinate the next step using your approved intake process.
Enterprise-grade security for every inquiry
Encrypted data
Information is encrypted in transit and at rest.
Controlled access
Only authorized intake personnel can access client information.
Audit trails
System activity is logged to support security, accountability, and compliance.
Multi-factor authentication
Extra authentication protects access to sensitive information.
Canadian privacy-aware
Processes designed to support applicable Canadian privacy requirements.
Documented procedures
Your approved qualification, escalation, and handling rules are built into the workflow.
Our intake processes are designed to support applicable Canadian privacy requirements, including PIPEDA and, where applicable, provincial health-information legislation such as Ontario's PHIPA. We are finalizing a review of our policies, agreements, and consent language with Canadian privacy counsel, and we describe our safeguards honestly rather than promising blanket legal compliance.
Already get families from Senior Care Path?
Then you already know us as the platform families use to choose care. Intake is the next step: we can answer and qualify every lead you get, from us and from everywhere else, and book them into your calendar.
Common questions from operators
How does pricing work?
You pay a predictable monthly subscription based on your lead volume: Starter at $995 a month for up to 50 leads, Growth at $1,995 for up to 150, and Multi-location from $1,500 per location. On top of that we charge a $100 fee for each successful booking, an appointment or consultation we secure. With the first operators we work with, we test both flat-rate and performance pricing to find what fits best, and many prefer the predictability of a flat monthly fee.
Is this an answering service?
It goes further than an answering service. An answering service takes a message. Our team calls, texts and emails each new inquiry within minutes, follows up missed calls by text and phone, evenings included, asks the qualifying questions and books the tour or home visit into your calendar. That speed to lead matters in senior care: families contact several places at once and usually choose the first one that calls back.
Do I need to change my software or add staff?
No. You point your existing lead sources at us and we handle the response. There is no new software for your team to learn, and no new hire. We integrate with your CRM (basic on Starter, full on Growth and Multi-location) and book into the calendar you already use.
Whose brand do families hear from?
Yours. Our intake team always responds on behalf of your practice, using your name and your approved intake process. To the family, it is your team responding quickly and professionally.
How do you handle privacy and sensitive health information?
Senior care inquiries often involve sensitive personal and health information, so we designed our intake architecture conservatively from day one: explicit consent, collecting only the minimum information needed, role-based access, multi-factor authentication, audit logging, and defined retention and deletion rules. We act as an intake service provider on behalf of each care organization, and information is used only to handle that provider's inquiries.
Are you PIPEDA and PHIPA compliant?
We build our intake processes to support applicable Canadian privacy requirements, including PIPEDA and, where applicable, provincial health-information legislation such as Ontario's PHIPA. We are careful not to promise blanket legal compliance: those laws set safeguards appropriate to the sensitivity of the information rather than one fixed technology, so we are having our privacy policy, provider agreements, and consent language reviewed by Canadian privacy counsel. We would rather be a privacy-first, compliance-ready partner than overstate what we can claim today.
What happens to leads that are not ready yet?
They are not dropped. We follow a disciplined multi-touch follow-up over time, and on the Growth and Multi-location plans we can also run lead recovery on the last 6 to 12 months of dormant inquiries, requalify the families still looking, and rebook them into your calendar.
Get started
Tell us about your business and where your leads come from, and we will set up your intake in days. No new software for your team, and you can cancel any time.
- Responds in minutes, under your brand
- Appointments and consultations in your calendar
- Works with your existing leads and channels
- Subscription plus performance fee, no long lock-in