With families
- One advisor per family. Never share a family's information with a community without the family's permission.
- Tell families in writing, before the first tour, how you're paid and which communities you have agreements with.
- Show families any licensed community they ask about, not only those you have agreements with.
- Personally visit communities you recommend, and re-visit them regularly. Frequency TBD
- Check every community's Florida license status before recommending it.
- No pressure, no deadlines that aren't real.
Calls and texts
- Call or text only families who have given consent, and honor STOP and "please don't call" immediately.
- No calls before 8 a.m. or after 8 p.m. in the family's time zone, and no more than three calls in 24 hours on the same subject, consistent with the Florida Telephone Solicitation Act. Legal review
- No prerecorded or artificial-voice calls.
Following Florida law
- Never offer or accept anything of value in exchange for a patient referral in a way that violates Florida's patient brokering law (§817.505). Legal review of fee structure
- Know and respect residents' rights [1].
- Report suspected abuse to the Florida Abuse Hotline, 1-800-962-2873.
Quality
- Follow up with families after move-in. Timing TBD
- Families may ask for a different advisor at any time.
- We review complaints, and may end a relationship with an advisor who breaks these standards.