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Not A Gnarly Assessment – Understanding the Critical Role of an “Integrated Electronic Evaluation” in Assisted Living

Despite making massive strides towards going more electronic, assisted living communities are still grappling with the concept of electronic evaluations/assessments. Some communities avoid electronic evaluations because they resemble the MDS assessment used by skilled nursing facilities, while others are just trying to understand the value of an electronic tool in their less regulated setting.

Specifically, for ALFs – a good electronic assessment can ensure a consistent approach that amplifies a company’s competitive advantage in a tight market. There are way fewer restrictions on the types of questions that can be included in an assisted living assessment (as opposed to the MDS). This allows you to solidify your company’s uniqueness during the one interaction that most singularly defines and sets the track for a resident’s care and financial relationship with your community – the evaluation.

Now let’s break each part down…

“Electronic”

An electronic evaluation is very simple – it is an assessment that can be done on a laptop, desktop, or tablet usually by clicking boxes or selecting from dropdown menus.  Electronic assessments are available wherever, whenever, as long as you have access to your device. That said,  just making something electronic doesn’t necessarily mean it’s any better than doing things the old-fashioned way. A standalone electronic evaluation probably isn’t going to provide that many benefits to your team. To truly see the value of an electronic assessment it must be integrated with other pieces of the puzzle.

Note on “electronic”: You will still need to print paper evaluations from time to time (some seniors do not like having a tablet or laptop around when being interviewed about their health) so make sure that any system you use allows for easy printing and uploading of evaluations.  

“Integrated”

Now this is the fun part.  The definition of “integrated” means something “with various parts or aspects linked or coordinated”. Exactly.  You want your evaluation to be linked to your care planning and charting on the clinical side, as well as coordinated with the financial side of the house.  This integration can happen through streamlining workflows, alerts, prompts, and simple information sharing (without post it notes). The key here is having tools built specifically for each group, communicating information to each other and updating in real-time.

Note on “integrated”: An well thought through integrated electronic evaluation is a wonderful thing.  It will save staff time, enhance resident experience, and can significantly increase your communities’ revenue thought accurately assessing a resident’s acuity and sharing that information real time with the business office to be timely approved by the family and invoiced.

“Evaluation”

Singular. There is absolutely no need for the the 10+ separate paper assessments floating around (BIMMS, SLUMS, other mini-mentals, fall risk evaluation, elopement evaluation, smoking assessment, self-medication administration evaluation, and so on and so on and so on.)  One all-encompassing evaluation that spans everything from pre-admission through change of condition will result in the most accurate picture of a resident’s stay in a community and creates a positive cycle of consistent information . A software partner should help you figure out ways to condense, combine, and create a singular holistic assessment.

Note on “evaluation”: These countless paper documents have incredibly repetitive information, are time consuming, operate off of different expiration dates, and in no way communicate with each other. Given the speed at which our society is moving, that last flaw is fatal.  Expecting nurses to do their day job and to track a dozen different forms and expiration dates does not promote accuracy and takes precious time away focusing on what they do best: caring for your residents.

A comprehensive integrated electronic evaluation can bring tremendous value on a corporate level as well to individual communities by saving nurse time, capturing additional revenue, and enhancing the staff and ultimately the resident experience through real time sharing of accurate resident information.

To learn more about ALIS’s evaluation tool email sales@medtelligent.com or call 888.404.ALIS (2547).

 

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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.