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
Update Resident Meal Plans
#strategic
Managed by ServingIntel Cloud Control Team
Date Published: August 05, 2022
Date Updated: May 24, 2024
Version: 2.0
1. Access the “People” option on the SICC Menu bar.
2. Locate the resident’s name by either browsing through the table or using the search bar.
3. In the selected item’s row, click the “Edit” icon (depicted as a squared pencil) located in the Action column.
4. Proceed to the “Resident” tab to review the Resident Meal Plan.
- 5. Make the necessary updates for the resident’s meal plan, which encompass:
- Meal Plan
- Meal Count
- Admit Date
- Balance Adjustment
- Adjustment Amount
After making the adjustments, click the “Update” button to save the changes.
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