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
Resident Billing Export
#strategic
Managed by ServingIntel Senior Living Services Team
Date Published: August 11, 2022
Date Updated: August 12, 2022
Version: 2.0
The Resident Billing Export provides an automated export formatted specifically to the partner’s choice of management systems including PointClickCare (PCC), Yardi, Realpage, Netsmart and MatrixCare to deliver charges from the point-of-sale system to the resident’s bill, based on a customizable cadence.
- Generate resident files from the point-of-sale system for integration into the Property Management System (PMS) or a secure FTP site.
- Execute export without manual interventions from the partner or ServingIntel.
- Schedule stable and customizable cadences for exporting charges
- Designed specifically for third party Property Management System (PMS) including PCC, Yardi and MatrixCare.
- Advanced software provides the execution and automation of the product.
A summary export of all the billable transactions a resident has accumulated throughout the billing period. This export is preformatted for your billing software and is intended to import resident charges. Billable events such as meal plan overages, ancillary charges, and other service fees will all appear on the export
Note
This is not a General Ledger export.
Resident Billing Export Components
The Resident Billing Export is dependent on two primary components to work effectively:
- Census Import: outlined earlier. The census import ensures that resident accounts are created accurately and with all required data fields entered.
- Department / Charge Code Mapping: Sales Departments in the POS Software are mapped to billing Charges Codes within your billing software. This allows the Resident Billing Export to interoperate customer charges from the POS as billable events in your billing software
Note:
The Dept Mapping file is filled out during the onboarding process and is not directly accessible. Please contact support if you suspect any issues with your billing charge codes or need to make any changes.
Community Management Responsibility
The Resident Billing Export is intended to assist Community Management with entering resident charges into your billing software. For the export to work effectively, the Customer Data in the POS software must be accurate. Community Management is responsible for actively reviewing and maintaining the Customer Account Data in the POS Software.
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