Diverse team of senior living professionals reviewing information together

Source Materials We Work From

Employee handbooks, orientation documents, policies and procedures, community brochures, floor plans, pricing explanations, activity and dining information, transportation details, move in information, admission requirements, frequently asked questions, training presentations, referral partner materials, and staff approved emergency procedures.

Information Classification Comes First

Before anything is organized, we classify: public information, internal operational information, confidential information, resident information, and protected or regulated information. Your organization controls which approved sources are used. Resident and protected information is handled with organizational approval, privacy review, and appropriate safeguards before any use.

Sample Knowledge System Architecture

  • Leadership Notebook
  • Employee Onboarding Notebook
  • Community Information Notebook
  • Family Education Notebook
  • Sales and Admissions Notebook
  • Referral Partner Notebook
  • Marketing Content Notebook

Most communities start with one and expand only when the first proves useful.