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Assisted Living Marketing and Sales: Leads to Leases (and Beyond) with ALIS

How many times does a prospect need to tell you their name and address by the time they move in? Three? Five? Being asked for the same information over and over is an irritant for prospects and staff, not to mention the missed opportunities for operational efficiency. 

Let’s look at three advantages you will enjoy when you leave inefficient paper workflows and disconnected electronic systems behind. 

ALIS customers: 

Avoid double entry with workflow transitions

ALIS supports integrations with Sherpa, Enquire, and You’ve Got Leads, so your teams can continue to use best-in-class CRM tools while still sharing profile and lead status information across systems while prospects are nurtured. ALIS also offers its own light CRM tool that allows your data to follow the prospect throughout your new resident onboarding process. Enter the information once and your prospect data becomes applicant data and later, resident data. Save staff time, avoid errors, and keep your prospects focused on the conversation, not checkboxes and forms. 

Track residency agreements and manage rates online

ALIS makes residency agreement tracking easy with out of the box functionality supporting rate caps and complex increase management. Manage residency agreements, projected revenue, future rate increases, occupancy, and more at the community or portfolio level. In addition to standard operational reports, ALIS makes it easy to track changes in real-time by triggering alerts when residency agreements are scheduled for rate increase review.

Transfer chart data between communities as needed

ALIS makes it easy to transfer chart information between communities within a portfolio, or even outside the community through our integration with American HealthTech. Residents can be placed on leave, moved out, or transferred with the simple click of a button. Transfers are not simple status changes, but opportunities to share chart data with the receiving organization, reducing the chance for errors and data loss that often happens during transitions of care. 

ALIS supports your assisted living workflow from prospect to move out and everything in between. Give us a call and find out what it’s like to love your software!

 

App Store: Expand the power of your ALIS platform.

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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.