Business Office Manager
This guide outlines how to manage senior living deliverables, reporting, adding new customers, meal plans, and people information. It provides instructions for tracking deliverables, generating essential reports, managing customer data, and maintaining meal plan details to ensure efficient operations.
Overview
SI 360 is a comprehensive Point of Sale (POS) solution designed to streamline the customer experience. It allows users to book seats, place orders, manage takeout, and process payments with ease. The system simplifies operations, making it ideal for efficient service in hospitality settings.
Managed by ServingIntel 360 Team
This Topic Includes:
People information
Meal Plan
New Customer
Senior Living Deliverables
Customer Account Data
#strategic
Managed by ServingIntel Senior Living Services Team
Date Published: August 11, 2022
Date Updated: August 12, 2022
Version: 2.0
“Import”ance of Customer Account Data
- It is absolutely critical for the Customer Account Data in the POS System to be accurate & up-to-date. This lays the foundation for the Customer Account Reset and the Billing Export
- “Clean” data can only be achieved through a combined effort of the Census import and Community Management maintaining the POS customer database. Having customer accounts with missing, inaccurate, or incomplete data will lead to billing issues if left unchecked.
The Meal Plan Reset Package automatically resets resident balances at a customizable, regular cadence chosen by the partner.
- Reset the resident’s balance to a specified value.
- Execute resets without manual intervention from the partner or ServingIntel.
- Launch planned and customizable reset cadences: daily, monthly, bi-monthly, or quarterly.
- Flexible plans and additional customized plans, outside the base product, are available.
- Advanced software provides the execution and automation of the product.
How it works:
Each resident has designated meal plan (reset amount/meal count). The reset can be quarterly, monthly, biweekly, weekly, or daily (meal count). Once the reset runs by the schedule it will reset depending on the meal plan.
Customer Account Reset
An automated task that aligns with your community’s billing cycle. Customer Accounts accumulate charges throughout the current billing period; the Customer Account Reset offsets those charges.
The Customer Account Reset can also account for:
- Customer ‘Declining Dollar’ Starting Balances
- Customer ‘Meal Count’ Resets
Note:
A ‘Customer Account’ in the POS System can be a Resident, Employee, or Internal Department. Separate Resets can be applied to different Customer Types.
Community Management Responsibilities
- dependent on the correct Delivery Zone being assigned to the Customer.
- This information is often not included in the Census Import, so it is the Community Management’s responsibility to ensure Delivery Zones are assigned appropriately.
- Customer accounts with incorrect or missing Delivery Zones will not have their charges reset correctly.
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