Extending Your Book Closure Dates
Do holidays and vacations have your office scrambling to tie up loose ends before book closure? Give yourself some breathing room by extending your Book Closure dates!
Using an Extended entry in System Setup > Accounts > Book Closure, you can temporarily push back the close to a date of your choosing. The next month, your book closure will resume its normal close date automatically.
View the Book Closure article in our Client Community for more details!
Frequently Asked Questions and Helpful Tips
Using the Daily Occupancy Summary Report
The purpose of the Daily Occupancy Summary is to get a bird’s eye view of main census categories broken out by financial and physical metrics. The report will run by community or by region for any given day in a month. Once run, it will aggregate the data by care setting and summarize by physical and financial census metrics. It will also display deposit beds and projected move-ins / outs that will impact future occupancy. This report is typically run daily, weekly, or monthly depending on how closely the census data is reviewed by any given community.
To access this report, navigate to Reports > Billing & Census > Daily Occupancy Summary.
Best Practices Webinar Series
MatrixCare is committed to providing content and expertise as well as tools to help Senior Living organizations in their efforts to provide the highest quality of care to the residents they serve. As part of this commitment, MatrixCare is hosting best practice webinars which will cover a variety of relevant topics to help increase productivity and efficiency across the community.
Previous Sessions Now Available On-Demand:
- Using Technology to Reduce Risk of Medication Errors
- Leveraging Analytics for Success in Senior Living
- Leveraging Integrated Technology to Increase Sales Efficiency
- Technology Tools to Improve Financial Efficiency
- and more…
Save the date for our upcoming session INTEROPERABILITY – Not Just a Technology Problem which is planned for August 20th!
Visit our Senior Living Webinar Series Page to view previous sessions available on-demand or register for an upcoming session.
We look forward to seeing you at the upcoming events. Be sure to visit with one of our representatives and learn more about all the MatrixCare solutions available to you.
- FHCA | August 5 -6, 2019
- LeadingAge MN Connect Conference | August 20 – 21, 2019
- MHCA Annual Convention & Trade Show | August 26 – 27, 2019
- LeadingAge OH | August 28, 2019