Prospects

Manuel Lucero

MC age 87 · Andrews · inquired Oct 20 via A Place for Mom

Resident Journeys

Activity

  1. Family wants to see the memory care wing

    3d ago

    Dale Pruitt · call

  2. Sent welcome packet and pricing

    9d ago

    Dale Pruitt · email

  3. Spoke with daughter, reviewing pricing with siblings

    9d ago

    Dale Pruitt · call

  4. Answered questions about medication management

    10d ago

    Dale Pruitt · call

  5. Moved to Experience Scheduled

    12d ago

    Dale Pruitt · stage

  6. Family wants to see the memory care wing

    15d ago

    Dale Pruitt · call

  7. Moved to Contacted

    16d ago

    Dale Pruitt · stage

Family contact

Name
Laura Lucero
Relationship
Daughter
Phone
(505) 993-5640
Email
laura.lucero@example.com

Situation

Comparing two communities, price sensitive, long-term care insurance in place.

Care level, medications and diagnoses are recorded in BlueStep after move-in, not here.