The Senior Living Operating System Powering Haven’s Investments
Haven Senior Investments partners with operators using SeniorCRE™ — a complete operating system for senior living and post-acute care — to help align day-to-day operations with long-term senior housing investment performance.
Senior housing communities don’t succeed on real estate alone. They succeed when clinical care, staffing, occupancy, and financial performance are all working together. SeniorCRE™ unifies these functions into one senior living operating platform, giving Haven Senior Investments and our clients cleaner data, better visibility, and stronger, more scalable outcomes across Independent Living (IL), Assisted Living (AL), Memory Care (MC), and Skilled Nursing (SNF) properties.
Complete Clinical Suite
- Full eMAR and medication management for assisted living, memory care and skilled nursing.
- Vitals, progress notes, physician and practitioner orders tracked in one platform.
- Allergies, diagnoses and service plans tied directly to resident acuity.
- Pharmacy integration and medication reconciliation to reduce errors.
- Hospital EHR sync (Epic, Cerner, Meditech, NextGen) to support smooth transitions of care.
- Barcode and photo verification for meds to enhance safety and compliance.
CRM & Occupancy Growth Engine
- Lead management built for senior living sales teams across IL, AL, MC and SNF.
- Automated follow-up, nurture sequences and task reminders for higher conversions.
- Website-to-CRM conversion tracking for digital campaigns and referral sources.
- Event kits and B2B referral outreach tools for hospitals, case managers and professionals.
- AI-powered sales scripts and next-step prompts to guide move-ins and deposit strategies.
Billing & Revenue Integrity
- Unified billing for independent living, assisted living and memory care in one system.
- Level-of-care billing directly connected to clinical documentation and care plans.
- Accounts receivable dashboards for cash-flow visibility and collections.
- NOI, margin and payer-mix analytics to support senior housing underwriting and asset management.
- Medicaid waiver workflows and reimbursement paths (coming online) for applicable markets.
Staffing & Workforce Management
- Centralized staff scheduling across communities and service lines.
- Shift marketplace and open-shift bidding to reduce agency use and overtime.
- Credential, training and compliance tracking for caregivers and licensed staff.
- Census-based staffing forecasts aligned to acuity and care needs.
- Labor cost and overtime insights that roll up into property-level NOI.
Property, Maintenance & CapEx Planning
- Work orders and preventive maintenance plans for senior living communities.
- Vendor management and dispatch for repairs, services and life-safety needs.
- Asset and equipment tracking to extend useful life and manage replacement cycles.
- CapEx forecasting tied to property conditions and long-term investment strategy.
- Life safety inspections and compliance checklists to protect residents and assets.
Owners, Brokers & Investor Intelligence
- Portfolio dashboards across senior housing assets, markets and operators.
- Deal rooms, NDAs and document vaults for acquisitions, recapitalizations and sales.
- Underwriting and valuation support tools that leverage live operating data.
- Real-time NOI, occupancy, acuity and length-of-stay feeds to support asset management.
- AI-generated investor summaries and reports that simplify communication and oversight.
From Clinical to Capital: Why Haven Chooses a Unified Senior Living Platform
Most senior living communities still operate on disconnected systems for electronic health records, sales CRM, billing, staffing and reporting. Haven Senior Investments works with operators who are moving beyond that model. By aligning our advisory and investment work with SeniorCREâ„¢, we help clients build portfolios where resident care, operations and senior housing investment performance are all supported by the same data backbone.
This integrated approach benefits individual owners, regional operators and institutional investors who want scalable, transparent and data-driven senior housing investments.
Who Benefits from the Haven + SeniorCREâ„¢ Approach?
- Individual and family office investors seeking professionally managed senior housing portfolios.
- Operators looking to grow from one community to a multi-community regional platform.
- Existing owners preparing for a refinance, recapitalization or sale event.
- Developers planning new assisted living, memory care, independent living or skilled nursing projects.
By combining Haven Senior Investments’ transaction expertise with a purpose-built operating system for senior living, our clients gain both a stronger story and a stronger system behind every senior housing investment.
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Backed by Haven Realty’s decade-plus track record in senior housing.
