Senior Monitoring – Configuration Request Workflow

Purpose

This workflow is used when a customer wants to monitor an aging parent, senior family member, independent adult, or loved one living alone using smart home technology.

The goal is to improve awareness, safety, independence, and peace of mind while allowing seniors to remain comfortable in their homes using the customer's existing smart home ecosystem before recommending additional equipment purchases.

Customer Trigger Phrases

Examples:

• Check on my elderly parent
• Monitor my senior family member
• Make sure Mom is okay
• Make sure Dad is safe
• Help my parent age in place
• Monitor activity in the home
• Receive alerts if something seems wrong
• Improve senior safety
• Monitor a loved one living alone
• Create a senior monitoring system

Step 1 – Ticket Creation

Freshdesk creates a ticket.

Category:

Family & Caregiving

Request Type:

Senior Monitoring

Status:

New

Step 2 – In Review

Determine the customer's goals.

Wellness Monitoring

Examples:

• Daily activity awareness
• General wellness checks
• Activity pattern monitoring

Safety

Examples:

• Fall awareness
• Entry monitoring
• Emergency awareness

Independence

Examples:

• Aging in place
• Reduced caregiver burden
• Remote monitoring

Family Notifications

Examples:

• Activity alerts
• Wellness notifications
• Shared monitoring

Step 3 – Information Collection

Collect:

Resident Information

• Lives alone
• Lives with spouse
• Lives with caregiver

Property Information

• House
• Condo
• Apartment
• Assisted living unit

Existing Smart Home Devices

Examples:

• Cameras
• Smart locks
• Alexa
• SmartThings
• Motion sensors
• Door sensors
• Smart lighting
• Smart thermostats

Customer Concerns

Examples:

• Falls
• Wandering
• Missed routines
• Safety awareness
• Emergency notifications

Step 4 – Move to In Progress

Customer information is attached to the GHL contact.

Information passed includes:

• Resident information
• Property information
• Existing devices
• Customer concerns

The SmartHomeConcierge.ai Bot begins senior monitoring analysis.

Step 5 – Senior Monitoring Assessment

Daily Activity Review

Review:

• Typical routines
• Common living areas
• Daily activity patterns

Determine:

• Monitoring opportunities
• Awareness opportunities

Safety Review

Review:

• Entry points
• Stairways
• Frequently used rooms

Determine:

• Safety enhancement opportunities

Notification Review

Review:

• Existing alerts
• Existing sensors
• Existing monitoring systems

Determine:

• Missing notifications
• Monitoring gaps

Family Awareness Review

Review:

• Family access needs
• Shared monitoring requirements

Determine:

• Communication opportunities

Step 6 – Optimization Opportunities

Level 1 – No Purchases Required

Review and optimize:

Existing Cameras

Examples:

• Wellness awareness
• Entry monitoring

Existing Motion Sensors

Examples:

• Activity monitoring
• Occupancy awareness

Existing Notifications

Examples:

• Entry alerts
• Activity alerts

Existing Smart Home Devices

Examples:

• Lighting automations
• Safety reminders

Level 2 – Existing Device Optimization

Identify capabilities already available.

Examples:

Alexa

• Reminders
• Announcements
• Family communication

SmartThings

• Activity automations
• Safety notifications

Smart Locks

• Entry awareness
• Access monitoring

Smart Lighting

• Nighttime lighting
• Motion-activated lighting

Level 3 – Senior Monitoring Recommendations

Only after optimization opportunities are exhausted.

Possible recommendations:

Motion Sensors

Monitor activity patterns.

Smart Lighting

Improve nighttime safety.

Smart Cameras

Improve awareness.

Smart Locks

Monitor entry activity.

Environmental Sensors

Monitor home conditions.

Step 7 – Installation Requirements

Important:

SmartHomeConcierge.ai does not provide healthcare services, medical monitoring, emergency response services, or physical installations.

Customer may require:

• Handyman
• Contractor
• Device installer

The installer is responsible for physical installation and operational testing.

Step 8 – SmartHomeConcierge.ai Configuration Services

After installation, SmartHomeConcierge.ai may assist with:

Device Setup

• Account creation
• Device registration
• Wi-Fi connection

Notification Configuration

• Activity alerts
• Entry alerts
• Environmental alerts

Smart Home Integration

• Alexa integration
• SmartThings integration
• Camera integration

Automation Configuration

Examples:

• Motion-activated lighting
• Daily activity notifications
• Wellness check reminders
• Family notification workflows

Step 9 – Example Senior Monitoring Workflow

Example:

During normal operation:

• Motion sensors track normal activity patterns
• Entry activity monitored
• Smart lighting activates automatically at night
• Family receives notifications when configured
• Daily routines can be monitored through smart home activity

Example concern:

• No activity detected during normal hours
• Family notification generated
• Customer reviews camera or sensor activity if available

Step 10 – Recommended Enhancements

Additional recommendations may include:

Motion Sensors

Improve awareness of daily activity.

Smart Lighting

Improve nighttime safety.

Smart Locks

Monitor entry and exit activity.

Home Health Monitoring

Track environmental conditions.

Whole Home Safety Review

Identify additional safety opportunities.

Step 11 – Customer Response

Example:

"We reviewed the property, existing smart home devices, family monitoring goals, and safety concerns. Several opportunities were identified to improve awareness, safety, and independence using smart home technology integrated into the existing home environment."

Step 12 – Resolved

Work Completed:

• Senior monitoring review completed
• Safety review completed
• Automation opportunities identified
• Recommendations delivered

Status:

Resolved

SMS Sent:

"Your SmartHomeConcierge.ai senior monitoring recommendations are ready. Please review the recommendations and contact us if you would like assistance implementing them."

Step 13 – Closed

Customer confirms recommendations received.

Status:

Closed

Knowledge Capture

Document:

• Property type
• Monitoring goals
• Devices involved
• Automations created
• Recommendations provided
• Customer outcome

Freshdesk Bot Learning

Capture:

• Common senior monitoring concerns
• Successful safety strategies
• Effective monitoring workflows

SmartHomeConcierge.ai Bot Learning

Learn:

• Successful senior monitoring configurations
• Common family concerns
• Effective awareness automations
• Future caregiving recommendations

Goal

The goal of this workflow is to improve safety, awareness, independence, and peace of mind for seniors and their families by leveraging smart home technology to create meaningful monitoring, notifications, and automations while preserving dignity and independence whenever possible.