MatrixCare for Senior Living has tools to help you tackle seasonal travel!
Sales & Marketing
Do you have an active prospect who you want to keep in touch with, but they will be away from home? Use the Seasonal Address feature to keep your mailing lists straight!
To enter the Seasonal Address, go to Sales & Marketing > Lead Center, and edit your prospect. Expand the Demographics tab to find the Seasonal Address tab. Here you can enter their alternate address, the dates they will be at the address, and whether they should receive mailing while there.
Billing & Census
If your resident will be out of the community for a period of time, you can use a Short Break to track their absence. The short break will remove the resident from physical census and optionally allows you to credit their care charges for the duration.
Start by going to Billing & Census > Short Breaks. Click the New button and select the resident. Enter the Start Date of the break, and the date you expect them to come back (don’t worry, you can update this later if it changes). Enter a short message about the reason for the break and click Get Fees. Select which fees to credit back, if desired, and then click Add Break to save!
Frequently Asked Questions and Helpful Tips
Using the Revenue and Collection Detail Report
The Revenue and Collection Detail report is used to see the detail associated with all or a specific GL code booked to on the Revenue Report. This report is typically used for reconciliation purposes to see the detail booked to a specific GL Code for a given month. One key feature is that the report is broken out by the area the entries originated from on the Revenue Report. This allows you to more easily review the details of the entries booked during the period.
To access this report, navigate to Reports > Accounting > Revenue and Collection Details. When arriving at the report it will default to the current posting month and will include all GL codes in the query.
Using Technology to Decrease the Risk of Medication Errors
Best Practices Webinar Series
Join us on Wednesday, July 24, 2019, at 1:00 PM Central Time where Senior Business Analyist, Michele Spadola, will discuss how to effectively use technology to:
- Decrease medication errors with barcode scanning
- Improve safety and efficiency of orders via Pharmacy Centric Order Entry
- Improve safety and compliance utilizing an eMAR
Don’t miss this informative session! Register today!
Missed one of the previous sessions in the Senior Living Webinar Series? Watch it on-demand
Conduit Coaching Teleforum Recording Now Available
On Wednesday, June 26, 2019, Denise Wassenaar, VP Clinical & Regulatory Affairs & CCO at MatrixCare and Senior Care Leadership expert, Mary Ellen Sanajko of Conduit Coaching, led a 60-minute, complimentary thought-leadership teleforum on Powerful Principles of a Competency Program to Manage Performance.
During this session, they discussed the nuts and bolts of creating a Competency Program that will work for you and the essential leadership skills to make it stick.
Learn what you can do to manage performance and help your community be more successful!
Partner Webinar Recording Now Available On-Demand
Our webinar, Elevate Your MatrixCare Investment with Partner Product Integrations, held on Wednesday, June 19, 2019, was led by a panel of our certified partners who presented on products and solutions that help you simplify complicated administrative and clinical operations, support online bill pay, automate vitals documentation, and create better customer experiences through RetailTracker.
Upcoming Tradeshows & Meetings
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.