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
Three Types of Reports
#strategic
Managed by ServingIntel Senior Living Services Team
Date Published: August 13, 2021
Date Updated: July 19, 2022
Version: 2.0
A. Meal count overages
Whatever go beyond the resident’s allotted meal count will be charged (multiplied by a dollar amount).
How it looks like
B. Overage report charges
All charges exceeded on each resident account will be billed.
C. Ancillary charges
The partner will define the media type (House Charge, Credit Card, Gift Certificates, Resident Account etc. to be included in the charge report).
How it looks like
Standard charge report (Custom)
Sample of a YARDI Overage Charge report
Sample PCC Overage and Ancillary charge report
Sample MatrixCare Overage and Ancillary charge report
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