Portales/Clovis pipeline

Gloria Perkins

ALage 87

Inquiry by Christina Trujillo (Niece) · BeeHive Homes of Portales · $5,043/mo

Portales Medical CenterOwnerRCRenee Castillo
  1. New Inquiry3d
  2. Contacted6d
  3. Experience Scheduled5d
  4. Experience Completed3d
  5. Assessment3d
  6. Deposit / Hold7d
  7. Moved InSep 12

Time in each stage is shown under its name. Inquiry to move-in took 27 days.

Activity

  1. Moved to Moved In

    55d ago

    Renee Castillo · stage

  2. Sent floor plan and photos of available room

    58d ago

    Renee Castillo · email

  3. Discussed VA Aid & Attendance

    58d ago

    Renee Castillo · call

  4. Spoke with daughter, reviewing pricing with siblings

    58d ago

    Renee Castillo · call

  5. Moved to Deposit / Hold

    62d ago

    Renee Castillo · stage

  6. Replied to question about pet policy

    62d ago

    Renee Castillo · email

  7. Moved to Assessment

    64d ago

    Renee Castillo · stage

  8. Moved to Experience Completed

    68d ago

    Renee Castillo · stage

  9. Experience completed, family liked the dining room

    68d ago

    Renee Castillo · experience

  10. Moved to Experience Scheduled

    73d ago

    Renee Castillo · stage

  11. Moved to Contacted

    79d ago

    Renee Castillo · stage

Next step

Resident Journey closed Sep 12.

Family contact

Name
Christina Trujillo
Relationship
Niece
Email
christina.trujillo@example.com
City
Portales

Spouse can no longer manage transfers; VA benefits being explored.

Referred by

Portales Medical Center

Frank Garcia · Care Transitions RN

Hospital · 2 referrals YTD · 2 move-ins

Home

BeeHive Homes of Portales

Portales, NM · Assisted Living + Memory Care

13/14 beds93%

1 open bed · 0 open Resident Journeys competing