Anthem Memory Care Integrates AI to Streamline Operations
Anthem Memory Care, based in West Linn, Oregon, is advancing its technology strategy by incorporating artificial intelligence across its operations. CEO Isaac Scott highlights 2025 as a pivotal year for the company’s AI initiatives, aiming to position Anthem as a leader in AI adoption within senior living.
The main goal of AI adoption at Anthem is to free up time for their sales teams, allowing them to focus on engaging prospects and moving them efficiently through the sales funnel.
Practical AI Applications in Sales
Currently, Anthem uses AI to transcribe sales calls and automatically update its customer relationship management (CRM) system. This enables the AI to generate personalized follow-up messages, saving sales staff valuable time. Scott explains that this shift allows salespeople to concentrate on selling rather than administrative tasks, increasing productivity by enabling them to attend more sales calls and tours.
Expanding AI Use Beyond Sales
Anthem is exploring AI tools in other areas such as management and clinical operations. For example, the company employs large language models to review monthly financial reports to detect discrepancies—a task that previously took 8 to 10 hours. Automating this process allows Anthem to implement action plans faster, improving operational responsiveness.
The company is also working on creating structured AI workflows for staff, aiming to avoid a fragmented approach that limits efficiency. Anthem is in early discussions with potential partners to develop standardized workflows that align with their operational needs.
Scott emphasizes caution in rolling out AI solutions, noting that technology evolves quickly and established workflows might soon require updates or replacements to keep pace with advancements.
Growth and Operational Challenges in 2025
Alongside technology upgrades, Anthem plans to expand its portfolio through third-party management agreements and joint ventures, potentially adding up to six properties by the end of the year. The company also intends to enhance occupancy rates and implement value-based care services by collaborating with third-party healthcare providers. Leadership discussions on these care plans began in May and are expected to yield results next year.
Despite these growth plans, challenges remain. The broader economy and customer interest levels could affect lead generation and move-ins. Staffing shortages continue to be a significant concern. Scott stresses the importance of balancing operational performance with the needs of residents and investors, calling 2025 a year of careful management across multiple fronts.
What Operations Teams Should Take Away
- AI can automate routine tasks such as call transcription and financial report analysis, freeing staff to focus on higher-value activities.
- Structured AI workflows help avoid inefficiencies caused by uncoordinated technology adoption.
- Gradual and thoughtful AI integration minimizes risks related to rapid technological changes.
- Operational growth requires a balance between expanding services, managing staffing, and maintaining resident care quality.
Operations professionals in senior living can look to Anthem’s approach as a practical example of applying AI to improve efficiency while managing growth and industry challenges.
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