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3 Big Assessment Mistakes Hurting Your Bottom Line

Assessments, whether on paper or electronic, are inextricably linked to your assisted living community’s financial performance and health. Here are the 3 costliest mistakes we see companies and communities make with respect to their assessments:

1.  No assessment or expired assessment.

Communities are losing money when assessments are overdue or not done at all. Best practice is to perform an assessment 30 days after a resident is admitted (to confirm an accurate level of care is being billed) and to do change of condition assessments within 24 hours of injuries or hospitalization (to catch even short term needs for additional care) in addition to the normal quarterly, six month, or annual assessment.

Also, keep an eye out for completed assessments that are unsigned or unapproved by family. Since your staff is most likely already delivering the new level of care, significant sums of money can be held up on family approval and signatures that remain outstanding for an extended period of time.

2.  Lack of uniformity.

Companies can lose out on significant revenue and have difficulty planning budgets when an assessment is subjective and malleable. An assessment should reinforce a consistent experience across states lines, across communities, and across even individual residents. While prices must vary between states, the triggers for care costs should be consistent (i.e. whether reminders for showers or occasional ambulation assistance incurs points or charges) and only overridden with approval. This uniformity ensures the communities are invoicing for the care that uses the most staff time.

3.  Mismatch between the assessment and actual delivered care.

Assisted Living communities are being forced at a rapid rate to support higher levels of acuity including behavior problems, complex medication regimes, and feeding tubes. Assessments, however, are typically not evolving as quickly to keep pace which leads to problems capturing the resident’s true level of care. To combat this issue, make sure your assessment covers all aspects of the care your staff is already delivering. Are your staff members giving one hour showers or cutting up food for residents? Make sure your assessment accounts for these scenarios.

Thanks for reading! If you’re interested in learning more about the ALIS (pronounced “Alice”) electronic assessment tool (which can help address all issues identified in this article), visit us at www.go-alis.com or email us sales@medtelligent.com.

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Trisha Cole

General Counsel and COO

As Chief Operating Officer and General Counsel at ALIS (Medtelligent), Trisha Cole leads the company’s operational strategy with a focus on clarity, accountability, and impact. She oversees the systems and teams that translate vision into execution across a complex, regulated healthcare environment.

Trisha’s dual background in healthcare technology leadership and law, including intellectual property, employment, and regulatory compliance, allows her to scale organizations thoughtfully while balancing innovation, risk, and long-term sustainability.

Known for her practical leadership style and steady decision-making, Trisha builds teams and processes that support both growth and trust. She is deeply committed to inclusive leadership and to creating operational cultures where people can do their best work.

Outside of work, Trisha enjoys writing and spending time with her son.

Huzaifa Tapal

Founder and CTO

Huzaifa Tapal is the Chief Technology Officer (CTO) of ALIS, where he leads the company’s technology strategy, product architecture, and engineering execution. With nearly 20 years at ALIS, Hozi has played a foundational role in building the platform from the ground up.

Known for his ability to solve complex technical challenges and deliver scalable solutions, Hozi has guided the development of ALIS’ unified architecture, seamless integrations, intuitive user experience, and secure, compliant infrastructure. His leadership ensures that innovation at ALIS is both forward-thinking and operationally reliable.

At work, Hozi is driven by a passion for learning. At home, he applies his skills to find new ways to make his three children laugh.

John Shafaee

Founder and CEO

John Shafaee is the Founder and Chief Executive Officer of ALIS, Assisted Living’s Intelligent Software. Under John’s leadership, ALIS has grown into one of the industry’s most innovative and forward-thinking technology partners, serving assisted living, memory care, and independent living operators nationwide. He has led the company’s evolution from a clinical EHR platform into a fully integrated operating system that unifies CRM, clinical, billing, AI, and business intelligence.

John is driven by a passion to solve challenging problems in the senior living space, with a special focus on increasing length of stay. His obsession sometimes takes him outside the office, where he likes to drop in on senior living communities and meet with current (and future) ALIS customers. Outside of work, he enjoys spending time with his teenage son and two cats.