See The Power of Interoperability

Interoperable electronic health records (EHRs) provide immense value in senior living, especially when you’re utilizing an all-in-one solution like Yardi EHR. By offering every feature you need on a single platform — and channeling interoperability via verified interface partners — Yardi EHR provides more value than your average platform. Read on to discover more about how interoperable EHRs work (and see what makes Yardi EHR stand out from the crowd). What is interoperability? Interoperability allows information systems to seamlessly exchange data with one another. In senior living, interoperable EHRs help you access real-time health information, save time, mitigate errors, support resident safety and more. Are EHRs different from EMRs? It’s important to recognize the distinction between EHRs and EMRs when discussing interoperability, so here’s a breakdown of the difference: An electronic health record such as Yardi EHR is a digital record of a resident’s chart — plus much more — stored in a dynamic online platform. EHRs connect all aspects of care by allowing multiple providers to access real-time resident data, submit updates and communicate from anywhere. An electronic medical record, on the other hand, is a digital record of a resident’s chart stored in a computer and accessible by a single provider. What makes Yardi EHR an interoperable platform? Yardi EHR is our single-stack solution that helps senior living operators deliver the best care, all from one secure platform. It unlocks the power of interoperability through a range of verified interface partners, meaning comprehensive data automatically flows to and from Yardi EHR in real time. Our support teams also actively monitor the platform, ensuring the highest level of accuracy. The system’s health interface partners include: Kno2 — you can connect Yardi EHR to all outside providers, HIEs and health systems via Kno2, a health information platform that offers access to unlimited cloud faxing, direct secure messaging and referral networks. Depending on your license, additional features available may include Kno2-to-Kno2 messaging, online identify verification, Kno2 and national provider directories, message handling, unstructured document QC tools and more. DS smart — you can instantly transfer EMR data (captured from supported equipment) to Yardi EHR through DS smart, a simplified connectivity solution built to capture, protect and connect resident information. Additional health interfaces supported by Yardi EHR include a nurse call system, dietary management platform, infection control solution and more. Explore all Yardi EHR interface partners here. Contact team Yardi Want to learn more about Yardi EHR and the power of interoperability? Book time with our senior living...

Bring 2024 Into Focus

Ready to make smarter, faster decisions through 2024 and beyond? Business intelligence (BI) is key, but not all solutions are built the same. Senior living operators need BI software designed for their unique needs — solutions that offer the power of integration, customizable tools and ever-evolving functionality. Yardi Senior IQ is our BI powerhouse that checks every box, and in the spirit of the new year, we’re sharing everything you need to know (including the platform’s top features, key integrations and more). Read on to see how this all-in-one solution offers everything you need to thrive. Learn about Senior IQ Senior IQ is our fully integrated BI solution that surfaces real-time data in attractive, shareable dashboards. That means you have the power to view impactful data at the click of a button — data that’s specific to your communities. No more digging through spreadsheets or siloed databases to find the answers you need. By presenting actionable information in one secure place, Senior IQ helps you make faster, more informed decisions. It’s also the only BI solution built just for senior living, and it’s completely customizable to your needs. Our dedicated team works to improve the functionality and add new features year-round based on feedback from our clients. See key features that make it unique Save hours searching through spreadsheets, reports and databases with an analytics platform that integrates with key elements of the Yardi Senior Living Suite. View at-a-glance, pre-configured KPIs in one intuitive place. Hundreds of measures for finance, operations, marketing and care are available out of the box. Empower your teams to work smarter by giving them access to role-based, customizable dashboards with metrics that matter to them. Compare your communities with internal benchmarks and data from the National Institute Center for Seniors Housing & Care (NIC). Benchmarks include occupancy, average rent and average rent growth. Access business-wide data in portfolio views, or drill down into communities to see specific details like expected unit availability. Easily share data and reports that investors, board members and senior leadership expect to see. Enhance your care services with real-time clinical data, automatically drawn from Yardi EHR, that helps you analyze resident falls, streamline reporting, track vaccinations and monitor antipsychotic medication usage. Mitigate risk and streamline operations with a staffing analysis tool that ensures shift assignments meet resident care requirements. Hear from Senior IQ clients building success Quintin King, president at Brightwater Senior Living: “Senior IQ is outstanding — it’s the most valuable thing that I have as a leader because it does consolidate everything into a single space. You’re not going to Voyager, you’re not going to CRM, you’re not going to EHR. I go to Senior IQ, and it gives me everything on a single page — my key metrics.” Syndell Lawhon, VP of wellness at Vitality Living: “Nurses are very visual people. When they can see the numbers in a graph pulled right up in Senior IQ, it clicks so much faster. Numbers on a piece of paper are not as powerful.” Michael Bowles, project coordinator at Dial Senior Living: “Senior IQ is fantastic because it establishes orderly workflows and creates new reports from existing ones, complete with custom dashboards. Investors can get very specific information on demand without having to wait for us to send it.” Reach out to our team Ready to elevate your communities with Senior IQ? Reach out today for more information and to book a...

Eliminate Disparate Systems

Disparate software systems can pose major challenges for senior living operators, requiring you and your teams to navigate multiple platforms and logins. These solutions waste valuable time and resources — and they heighten the risk of errors and inconsistencies. Fortunately for today’s operators, fully integrated solutions exist to alleviate these challenges. The Yardi Senior Living Suite is just that, an all-in-one, interconnected solution that unites financials, care, business intelligence and more on a single platform. Read on for a closer look at the issues with disparate systems (and see the value in moving to a single connected solution like ours). Why make the switch to a fully integrated solution? We get it. Maybe you’ve been operating with disparate systems for years, and you’re not sure if transitioning to a single-stack solution is worth it. But more likely than not, in using disconnected software tools, you’ve experienced the frustration of data entry errors, time wasted digging for answers and the hassle of transferring information from one system to the next. That’s because disparate tools seldom speak to each other as efficiently as single-stack solutions do (or often times, they don’t speak to each other at all). Not to mention, siloed systems aren’t necessarily as cost effective as one fully integrated platform. They usually require varying licensing fees, plus you face the costs associated with maintaining and upgrading each individual system. With a single connected solution like the Yardi Senior Living Suite, on the other hand, you alleviate these challenges, risks and frustrations by accessing every tool needed in one secure place. You empower your teams with an intuitive, easy-to-access platform — all while improving care and enhancing efficiency. What makes the Yardi Senior Living Suite stand out from the crowd? The Yardi Senior Living Suite offers more than your average solution. Uniquely designed to meet the needs of senior living operators, the suite of integrated tools is hosted on a cloud-based, HIPAA and SOX-compliant platform. We place a strong emphasis on taking care of our clients and driving growth year-round, which results in a platform that’s ever-evolving, cutting-edge and built to help you succeed for the long term. You can explore our full product suite to learn more, but some of the highlights include:    Voyager Senior Housing, our community management powerhouse that combines property management, financials and complete business oversight. Yardi Senior IQ, the only business intelligence solution built for senior living — a system that helps you make smarter, faster decisions with actionable information for your entire portfolio. Yardi EHR, our full-service electronic health record solution that secures error-free health records, limits liability and empowers staff to deliver the best resident care. RentCafe Senior CRM, our collection of mobile-friendly sales and marketing tools that help you attract new residents, nurture your leads and maximize occupancy.   RentCafe Senior Living Portal, our secure online platform that keeps residents, families and staff connected around the clock. Watch a webinar There’s no denying that integrated software offers advantages that disparate systems can’t match. If you’re ready to see the Yardi Senior Living Suite in action, we encourage you to watch an on-demand...

8 Advantages Of Our Online Portal

It’s crucial for senior living operators to keep residents, families and staff connected online. This requires technology built for the task — a solution that’s mobile-friendly, intuitive to use and completely secure. This built-for-you software should make around-the-clock communication effortless while offering a convenient place for all parties to complete important tasks. That describes RentCafe Senior Living Portal, our all-in-one solution designed for the unique needs of senior living. We put together a fresh infographic to show you 8 specific ways the platform offers unmatched value. 8 ways our secure online portal helps operators like you With RentCafe Senior Living Portal, you’re set to: Empower residents, families and staff to communicate anytime, from anywhere Give families peace of mind with instant access to resident health updates Offer convenience and increase cash flow with online payment options Boost satisfaction with easy-to-use, mobile-friendly features Enable electronic signatures for leases, pet contracts and more Organize and expedite maintenance requests Drive resident engagement for community wellness activities Collect confidential feedback to protect your reputation The proof is in the portal “The resident portal allows us to communicate and provide information to our residents and their families quickly and conveniently,” shares Yardi client Dan Poteet, chief information officer at Westminster Village. “Residents and their families have given us positive feedback about online payments, the activities calendar and the ability to get community information on their own.” Today’s population prefers technology Transitioning residents (and their adult family members) to an online portal is easier than you may think. In fact, many want the conveniences and connections technology brings, even if it’s unfamiliar. In fact, according to AARP, 44% of adults age 50+ view technology as a helpful way to stay connected and 54% of adults age 50+ want to learn more about using technology. Get in touch with us RentCafe Senior Living Portal is part of the Yardi Senior Living Suite — our single connected solution designed for senior living. Ready for a closer look? Reach out to book a personalized...

See Brightwater’s Success

“The centralized location of all the information in the Yardi Senior Living Suite is a game changer.” That quote comes from our brand-new success story featuring Quintin King, president at Brightwater Senior Living. King joined us for an insightful interview to share Brightwater’s positive, transformative experience with Yardi Voyager Senior Housing, Senior IQ, EHR and RentCafe Senior CRM. We got a front row seat to the challenges Brightwater faced before working with Yardi, then a detailed look at their successes since making the switch. Read on to see how the above solutions (all housed on a single platform as part of the Yardi Senior Living Suite) are helping Brightwater drive efficiency, save time, mitigate errors and more. Meet Brightwater Headquartered in Oregon, Brightwater Senior Living designs spaces, services and amenities which adapt to the life, needs and choices of residents. Brightwater has worked to create beautifully designed, meticulously managed communities (13 in total) staffed by the highest caliber senior living professionals. Read more about Brightwater’s journey and commitment to care. The challenge Brightwater used to rely on disparate technology solutions and manual processes. Not only did this approach require teams to navigate multiple systems and platforms, but it was also time consuming, costly and prone to errors. The solution Brightwater chose the Yardi Senior Living Suite since it seamlessly connects every tool they need on a single platform. Teams now work smarter, faster and more efficiently with an intuitive, integrated solution hosted on the cloud. The story Since moving forward with the Yardi Senior Living Suite — which automates processes and integrates workflows — Brightwater is building success like never before. This includes:   Gaining hours back across teams — now that Brightwater is no longer navigating disparate systems and manually transferring data, teams are experiencing significant time savings. Voyager Senior Housing, Senior IQ, EHR and RentCafe Senior CRM offer secure integrations and real-time information sharing — helping leaders and staff complete tasks faster than ever. Unlocking a 75% reduction in manual reporting — with Yardi automating processes Brightwater previously did manually, operations are smoother, teams are empowered and errors are mitigated. With Senior IQ in particular, teams have access to readily updated data and reports via attractive, sharable dashboards — meaning a majority of Brightwater’s manual reporting efforts are no longer necessary. See more of Brightwater’s success If you’d like an even closer look at Brightwater’s wins with each solution, we’ve created a more in-depth resource to share with you. Read Brightwater’s complete success story here. If you’re interested in booking a demo to see our senior living solutions in action, reach out to our...

Spreading Holiday Cheer

‘Tis the season to share sweet and uplifting holiday stories, and there’s no shortage available from our senior living clients! We absolutely love spotlighting their activities and celebrations each year — from Christmas caroling to decorating parties — to bring some holiday cheer to The Balance Sheet. Enjoy the roundup of stories below. Making seasons bright at Pacifica Senior Living Pictured in a recent LinkedIn post, residents across Pacifica Senior Living communities have been decking the halls with Christmas decorations! They’ve also been enjoying events like Pacifica’s Jingle Bell Brunch — a gathering packed with festive food, Christmas caroling and mingling among residents, families and staff. And speaking of staff, Pacifica’s culinary teams are bringing seasonal cheer to their communities through a holiday dessert competition. Each chef is recreating a special dish, sharing the traditions and stories that inspired it! You can read about their merry creations on Pacifica’s blog. Creating holiday magic at Brightview Senior Living At Brightview Senior Living, residents brought the magic of Christmas to life with a festive poem reading. You simply have to watch the video posted on their LinkedIn, which happens to include some residents dressed for the season (spoiler alert, it includes Santa and Mrs. Claus). Brightview Severna Park also had a special visit from Saint Nick during the community’s 10 year anniversary party! The photos shared on social media remind us that it’s truly the most wonderful time of the year. Walking in a winter wonderland at Watercrest Senior Living Watercrest Senior Living is no stranger to holiday magic, which we got to see in this collection of photos on LinkedIn. They’ve created glorious winter wonderlands across their communities with the help of residents and staff! Keeping up with the spirit of the season, they’ve also shared photos from their festival of trees event and a snapshot of residents making holiday-themed crafts. Decorating for the season at Maplewood Senior Living We loved seeing how Maplewood Senior Living created festive fun for residents this holiday season! That includes ornament and wreath-making at Maplewood Orange, pictured on social media. Residents got the chance to hang their creations on trees throughout the community, as well as on their apartment doors.   Happy holidays from team Yardi We hope you enjoyed the holiday highlight featuring our senior living clients. From all of us at Yardi, we wish you happy holidays and a wonderful new year! If you’re looking to connect with us in the new year and learn more about how we support our clients, reach out here....

Compare Your Communities

It’s crucial to keep the pulse on your competitors in the senior living space. You need to understand why one community may be attracting new prospects more successfully — or even enticing your current residents to make a switch. Unfortunately, assessing the competition is challenging when your data isn’t organized, easy to retrieve and error-free. That’s where our competitive analysis feature comes in. You simply input the data you’ve collected on your competitors — things like community amenities, care-level incentives and reputation — then RentCafe Senior CRM takes care of the rest. The dynamic solution presents competitor data in an attractive, easy-to-analyze format and thanks to seamless integration with Yardi Voyager Senior Housing, your own community’s data is populated automatically — making it easy to draw comparisons. Our new competitive analysis infographic shows more of how it works:    What is competitive analysis? As defined in Business News Daily, competitive analysis — also known as competitor analysis — is the evaluation of your organization’s products or services (and how well they’re performing) compared to other organizations in your market. How does it work? Our competitive analysis functionality helps you centralize competitor data, streamline reporting and compare communities quickly and efficiently. You enter competitor information directly into RentCafe Senior CRM then unlock organized, intuitively presented insights that live in one secure place. Why do you need it? With organized competitor details and data-driven insights at your fingertips, you’re equipped to make faster, informed decisions for your community’s benefit — decisions to help your community stand out from the crowd. In fact, according to LinkedIn research, data-driven companies outperform their competitors by up to 20%. Explore self-competitor functionality Curious to see how your own communities stack up against each other? RentCafe Senior CRM offers self-competitor functionality! With real-time data flowing in from Voyager Senior Housing, you can conveniently compare your communities with precision. No more pulling information from multiple sources — wasting time and risking errors. Learn more and see competitive analysis in action RentCafe Senior CRM is a mobile-friendly sales and marketing solution designed for senior living operators. Ready to learn more and see competitive analysis in action? Reach out for a personalized...

New Enhancements are Here!

Ready for new, easy-to-use features in the Yardi Senior Living Suite? We’ve got you covered! Our latest release (7.19) is available now and includes enhancements in RentCafe Senior CRM, Yardi EHR and eMAR. As always, these enhancements were made possible by our fantastic senior living clients. We appreciate your feedback — it helps us drive continuous improvements in our solutions each year. Read on for a highlight of what’s new in this release. Current clients can also watch the accompanying webinars, linked below. See what’s new in RentCafe Senior CRM RentCafe Senior CRM is our mobile-friendly customer relationship management platform built to help providers nurture leads, maximize occupancy and so much more. We’re continuously expanding the functionality to help our clients find success. Thanks to the latest release, RentCafe Senior CRM now offers: 1) A new speed to lead KPI that measures lead response times 2) The ability to analyze leads lost to competitors within prospect deactivation reports, analytics and tiles 3) An enhanced interface with ActiveDEMAND including options to populate web visit, call, text and email data Watch the CRM/CRM app new features webinar. Discover five fresh features in Yardi EHR Yardi EHR — our full-service electronic health record solution — is designed to help staff deliver the best resident care. We love speaking with clients to see how we can drive improvements to make that process easier. With the 7.19 release, Yardi EHR now includes: 1) A new resident overview dashboard that shows a quick view of records 2) Options to add body images to assessments 3) Custom data templates for progress notes 4) The ability to import vitals in Care Stream from the DS smart app 5) Interact Assisted Living Version 2.0 Watch the EHR/eMAR new features webinar and the EHR/eMAR setup new features webinar. Explore the latest in Yardi eMAR Yardi eMAR, our electronic medication administration record, takes the paperwork out of medication management. The solution is ever-evolving to support our clients through passing medications, communicating with pharmacies and more.     Courtesy of the new release, Yardi eMAR now provides:   1) The ability to set default schedule durations for drug classifications in medication orders 2) An improved lab/radiology interface that alerts when lab results enter Yardi EHR 3) A fresh KPI card and offers a new button for viewing results linked to orders Watch the EHR/eMAR new features webinar and the EHR/eMAR setup new features webinar. Get in touch with us We hope you enjoy the latest enhancements! For a complete list of new features, clients can click Help in EHR or CRM and select Updates and New Features. If you’re new to Yardi senior living solutions and ready for a closer look, book a meeting with our...

Webinar Recap

To help professionals across senior living prep for industry changes ahead, we joined Senior Housing News (SHN) last month to host an insightful roundtable webinar — Senior Living in Flux: C-Suite Changemakers Discuss a Transforming Industry! Featuring experts Sarabeth Hanson of Harbor Retirement Associates (HRA), Earl Parker of Commonwealth Senior Living, Sevy Petras of Priority Life Care and Yardi Director of Healthcare Solutions Fil Southerland, the conversation offered tangible ways to navigate change expected for 2024. Read on to discover the webinar’s key takeaways on topics crucial to senior living today: Major ways the senior living industry is changing The importance of the middle market How to meet the needs of a new consumer Key ways technology is shaping the industry’s future 2023 Changemakers + Yardi expert share advice and insights When asked where they see the industry changing, the panelists shared a range of answers. Sevy focused on the power of technology and data, stating the two will push the industry forward come 2024. For Sarabeth, change is centered around serving a new consumer — baby boomers — as well as senior living staff, who now have different expectations than years prior. Earl brought the conversation back to technology, emphasizing the small margin for error in today’s industry and how that’s driving a focus on data. He spoke to Commonwealth’s success with Yardi Senior IQ — our business intelligence powerhouse — in harnessing real-time data to make sharper, informed decisions. Fil relayed Yardi’s focus on digital transformations and accelerating complex workflows to meet the needs of today’s communities. Sarabeth chimed in to share more positive experiences with Yardi’s evolving solutions, focusing on the benefit of using fully integrated tools that unite on a single platform. Shifting gears to speaking on the middle market,...

Measure The Benefits

When you lack efficient leasing tools, turning senior living prospects into residents can be challenging. But how do you identify the best tools? Which solutions are built to last? Paper-based processes aren’t optimal due to the risk of manual errors and lost documents. Not to mention, they can be costly. Electronic leasing tools are much more efficient, especially when you opt for a fully integrated solution likes ours. With tools across the Yardi Senior Living Suite connecting on a single platform, you’re set to simplify move-in workflows, reduce expenses and make the prospect-to-resident journey seamless. To show you just how valuable electronic leasing tools are, we have a helpful cost analysis checklist in store. Learn more and get a glimpse at what the checklist offers below. What is electronic leasing? As part of an overall set of leasing tools, electronic leases are a digital version of the rental contract you already know. They replace paper leases and ancillary forms with secure, digitally stored files. But keep in mind that with the Yardi Senior Living Suite, you access more than just digital documents. We offer integrated electronic leasing tools that streamline every step of the move-in process. In short, you can easily generate custom leases in RentCafe Senior CRM, mark them for electronic signatures in RentCafe Senior Living Portal and automatically store completed documents in Voyager Senior Housing. Without electronic leases and an integrated workflow, on the other hand, you face: Perpetual operational costs Hours spent generating leases and ancillary documents Lost prospects who wish to sign forms remotely A halted sales cycle and decreased move-ins And more How to compare costs with our checklist Now that you know more about electronic leasing, we invite you to review our cost analysis checklist! It’s an intuitive...

Visit Booth 1219

It’s almost time for the LeadingAge Annual Meeting and Expo, a one-of-a-kind senior living conference. Each year, the event offers an opportunity to network with likeminded professionals, gain fresh perspectives and discover innovative technology solutions shaping the industry’s future. Team Yardi is excited to attend, we invite you to visit booth 1219 to connect with us! We’ll show you the latest advancements in the Yardi Senior Living Suite, our single connected solution designed for the unique needs of senior living. We also have a special giveaway in store (spoiler alert, it involves delicious, Chicago-style popcorn). Get the details below — we hope to see you there. About LeadingAge 2023 Hosted at McCormick Place in Chicago, Illinois, this year’s LeadingAge Meeting and Expo is a can’t-be-missed experience packed with informative sessions. Focused on topics most relevant to the industry today, the sessions will offer impactful takeaways delivered by senior living experts. As LeadingAge puts it, it’s an event crafted to fuel your mission. The conference will span from November 5-8. If you’d like to explore what’s planned, preview the LeadingAge 2023 schedule. Meet with team Yardi & grab some gourmet popcorn Interested to see the newest innovations in the Yardi Senior Living Suite? Have questions for us? Wanting to simply come say hello? All are welcome at booth 1219 — we’ll be stationed there throughout the conference. If you’d like to schedule a specific time to meet, contact us and we’ll get something on the books. As mentioned, we’ve planned a neat surprise for our booth: gourmet popcorn! But it’s not just any popcorn — we’ll be offering snack bags from Garrett Popcorn Shops, a Chicago favorite. You can expect a combination of their staple flavors including CaramelCrisp, CheeseCorn, Buttery and Garrett Mix. Anyone who stops by is welcome to a snack bag, but we encourage you to stick around for a quick activity, too. We’ll have post-its available for you to write a short message sharing what you love about Yardi (plus a popcorn-themed board to stick your message to). If you’re new to Yardi solutions, you can also share what you love about the senior living industry — or what excites you about technology looking ahead. We hope you’ll pop in and participate! The popcorn and post-its will be available all hours the show floor is open on November 6 and 7. See you next week We’re looking forward to seeing you at LeadingAge 2023. If you’d like to get familiar with our dynamic senior living software before the conference, join an on-demand...

Vitality Living Case Study...

How does Vitality Living achieve more with the Yardi Senior Living Suite? Find out in our latest case study! Featuring in-depth insights from Vitality’s chief financial officer and vice president of wellness, the resource sheds light on Vitality’s major successes with our single connected solution. Sound interesting? Explore the snapshot of Vitality’s story below. The challenge For financial accounting, Vitality used to rely on manual processes and disparate systems — taking time away from priorities, generating errors and causing confusion among teams. From monthly ACH pulls to building financial reports, key tasks became increasingly arduous. Vitality searched for a dependable, integrated solution to serve as their source of truth and alleviate the challenges they were facing. In terms of gathering data and presenting insights, Vitality also utilized manual processes — as their data was scattered across siloed solutions. Not only were these processes time-consuming, but they also prevented Vitality from unlocking insights regarding occupancy, falls and more, since data lacked the organization and presentation needed to reveal important trends. Not to mention, Vitality’s data wasn’t being updated in real time. Leaders sought a business intelligence solution that would present up-to-date, business-wide data in a visual format — all in one place. The solution After searching for a trusted technology provider known for creating integrated solutions on the cloud, Vitality began their journey with Yardi. Now, they’re driving success at every level with Voyager Senior Housing and Senior IQ. With Voyager, Vitality accesses automated accounting functions, real-time reporting and complete business oversight in one centralized location. “When you’re running a report in Voyager, you’re getting real-time data,” shared Nick Byrd, chief financial officer at Vitality. “The system is integrated with all of these pieces which allows us to get a true picture.” And thanks to...

Yardi Senior IQ

We’re thrilled to announce the newest features in Yardi Senior IQ — our dynamic business intelligence solution for senior living. From brand-new dashboards to improved reporting capabilities, each enhancement is available now! That means if you’re currently using Senior IQ, you can start enjoying the latest functionality right away. We roll everything out automatically to make the transition as easy as possible for our senior living clients. Ready to see what’s new? Read the highlights below to learn what this release brings to the table.   Explore what’s new For starters, we’d like to thank our amazing senior living clients for providing feedback on Senior IQ. The following enhancements are inspired by what’s been shared with our team, and we’re pleased to continue evolving Senior IQ based on our clients’ wants and needs. First up, we’ve made it easier to use Senior IQ as a central location for gathering key data and generating reports — and to share that data with teams across your organization. Enjoy the ability to quickly reference miscellaneous reports and dashboards, displaying the KPIs most important to your organization, in routine meetings, variance calls, department check-ins and even at community stand-ups. Moving on, in relation to labor and staffing, we’ve added the ability to integrate your daily labor data. This allows you to analyze overtime — sorted by department and job positions — and identify areas for improvement.   Next up, we have three new dashboards! Here’s a snapshot of what they offer:   CRM success metrics dashboard — as the first of its kind, this CRM dashboard presents key metrics regarding occupancy, closing ratios, lead status, sales counselor performance and more. Leasing documents dashboard — serving as a usage check for those operating with electronic leasing, this dashboard captures...

National Assisted Living Week

National Assisted Living Week (NALW) is here! If you’re unfamiliar, NALW is an annual initiative established by the National Center for Assisted Living (NCAL) that celebrates assisted living communities and the individuals they serve. The week-long initiative encourages communities to offer events in observance of a specific theme — announced by NCAL each year — for residents, family members, staff and volunteers to enjoy. The inspiring theme for 2023 — Season of Reflection — is all about pausing to reflect on the important things in life, including the special bonds created within assisted living communities. And to no surprise, our Yardi senior living clients are doing just that — encouraging thoughtful reflection through a variety of creative events and heartfelt messages across social media. We’re pleased to share a snapshot of what these fantastic clients have done so far, and we applaud each and every community celebrating NALW this year. Not only do the celebrations spark an appreciation for residents, staff and more — but they also help spread awareness on the importance of assisted living in the U.S. Yardi clients celebrate National Assisted Living Week Thrive Senior Living took to social media in spirit of NALW, sharing an informative video with helpful tips for choosing the right community. They also posted a sweet thank you message on LinkedIn to recognize their associates for changing the lives of residents across Thrive communities. “Thank you to all our AL staff for the helping hands you provide,” wrote Thrive in the post.  Benchmark Senior Living joined the conversation with a thoughtful blog post focusing on the meaning behind NALW — and their devotion to this year’s theme. Sharing the blog post on LinkedIn, Benchmark wrote, “This year’s theme beautifully encapsulates what it means to feel gratitude for all we have and cherish each moment.” Read Benchmark’s blog post on NALW. Maplewood Senior Living also posted on social media in honor of NALW, sharing their excitement for the celebrations to come and noting the value of assisted living for today’s seniors. “We want to emphasize how assisted living can significantly contribute to seniors leading longer, healthier and more fulfilling lives,” shared Maplewood in the post. We can’t wait to see what else our clients have in store as NALW continues! Be sure to keep an eye on social media for additional posts. More about National Assisted Living Week Established by NCAL in 1995, National Assisted Living Week offers a unique opportunity to recognize the role of assisted living in caring for seniors, as well as individuals with disabilities. The annual observance encourages communities around the country to offer a variety of events and activities to celebrate the individuals they serve — and to help educate members of the public about this distinctive aspect of long term care.​​​​​​​​​​​ ​ Each year, NCAL releases a variety of resources to help communities prepare for the week-long observance, including an extensive planning guide with suggestions for activities, media tips and more. Enjoy #NALW! To join the celebration and help spread awareness, be sure to use #NALW on social media! The observance spans from September 10-16. And be sure to check out the #NALW page on LinkedIn to see what’s been shared so far.    From the bottom of our hearts, thank you to those across assisted living for all that you do — Yardi clients included. Not a client and curious to learn how we support communities with our dynamic solutions? Reach out to team...

Vitality’s Success With Senior IQ

We love speaking with our senior living clients to capture their journey using solutions in the Yardi Senior Living Suite. And this year, we’ve created quick, engaging testimonial videos to share those journeys with you. Our latest batch includes two videos featuring Syndell Lawhon, vice president of wellness at Vitality Living. Covering Vitality’s success with Yardi Senior IQ, our dynamic business intelligence solution, both videos are packed with insights you don’t want to miss! Read on for a snapshot of what you’ll discover in each video. How Vitality Living’s journey began Before Yardi, Vitality’s data was scattered across siloed solutions, requiring leaders to pull information and generate reports manually. Not only were these processes time-consuming, but they also prevented Vitality from unlocking insights regarding occupancy, falls and more. Not to mention, Vitality’s data wasn’t being updated in real time. Leaders sought a business intelligence solution that would present up-to-date, business-wide data in a visual format — all in one place. That led them to Senior IQ, a trusted solution designed for the unique needs of senior living. How Vitality unlocks actionable information with Senior IQ In our 60-second video with Lawhon, you’ll learn how Vitality now gains actionable information at the click of a button. Presenting real-time data in customizable, sharable dashboards, Senior IQ ensures Vitality’s data is accurate and readily available — allowing leaders to get fast answers to specific questions. Lawhon shares how this equips teams to make important decisions that move the needle. “The value for me is that we can make real-time changes to either resident care or staffing levels,” explains Lawhon. Watch the 60-second video with Vitality. How Vitality makes data-driven decisions with Senior IQ In our two-minute video with Vitality, Lawhon shares more examples of the organization’s success with Senior IQ — expanding on the power of making data-driven decisions. As Lawhon explains, Vitality now has impactful, real-time data which helps teams make decisions that improve resident care, staffing levels, revenue and more. “It has impacted resident outcomes along with giving us a competitive advantage,” says Lawhon, describing the value of Senior IQ. In the video, you’ll also see how leaving manual processes in the past — such as hand-keying data and sorting through spreadsheets — has saved Vitality’s staff a tremendous amount of time. Watch the two-minute video with Vitality. Connect with us Ready for a closer look at Senior IQ? Reach out to our senior living team with questions, or to book a personalized demo. And don’t forget, we have a full library of client testimonial videos that speak to the power of solutions across the Yardi Senior Living Suite! Watch more testimonial videos...

Celebrating Doug Dollenberg, Jr.

“I don’t get excited about change, per se, but I’m very comfortable with change. I fundamentally believe that change is an important part of the formula for business success.” That quote comes from Doug Dollenberg, Jr. — the final honoree in the 2023 Changemakers series by Senior Housing News (SHN)! It’s been a pleasure to sponsor the series for the fifth consecutive year, we’ve loved celebrating each senior living visionary recognized.   Keep reading for a snapshot of Doug Dollenberg, Jr.’s interview, which is packed with insightful stories and advice. Yardi client Doug Dollenberg, Jr. named 2023 Changemaker For Doug Dollenberg, Jr., president and CEO at Brightview Senior Living — a dedicated Yardi client — change isn’t just inevitable, it’s necessary. Since joining Brightview in 2017, he’s led changes that have positively shaped the organization to be what it is today — and he’s learned valuable lessons through it all.   In his interview with SHN, Dollenberg shares why he thinks change is essential in the senior living industry, and explains the importance of driving collaborative change. He also shares how his experience at Brightview has reinforced his passion for people and culture — and speaks to the organization’s plans for the future.   SHN: What are some ways that you think the senior living industry needs to change in the next five years? Dollenberg: Staffing is one. Two, resident experience. Three, embracing technology and innovation. And four, rebounding margin. On the staffing front, turnover is a huge challenge in the senior living industry. It is in plenty of others, but especially in senior living. And we need to attract more people to the industry and help people realize that senior living is a great industry and a great place to build a career. There are tremendous career opportunities in our industry, and we’re only going to need more and more people over the next decade. There’s already something like a million people who know it’s a great industry, but we have to attract more people to it. I think it’s going to require creativity and innovation and change to get more people to enter our great industry. We also have to figure out ways for Brightview and for the industry as a whole to figure out how to increase retention. Another is resident experience. Our resident needs and desires are evolving, and we need to be focused on addressing that for the residents of today — and also the residents of the future. The baby boomers, they’re not really entering our communities in the next handful of years, but as you go out 5, 10, 15 years, we really have to be thinking about them. As we’re looking at today’s residents and future, we have to be looking at what are the changes that impact our operations and the communities we develop for the future. The third area that I mentioned is embracing technology, innovation and process improvement with the goal of driving efficiencies. I think that’s increasingly important in our industry, as we’re focused on margin. We have to search for and create efficiencies in our business, and so much of that is going to come back to those things that I mentioned: Technology, innovative and creative ideas, and process improvement. The fourth big change in my eyes is margin rebound. Ultimately, our industry needs to get back to the operating margins that we had pre-pandemic, whether that’s getting back to or near those pre-pandemic margins. That’s something that needs to happen, and that is the function of building occupancy, driving revenue, and managing costs. I feel the industry is working on that, which is a good thing. And personally, I feel really good about the progress that our Brightview team is making on that front. SHN: How do you think about timing so that Brightview can innovate without getting so far ahead of the market that...

Senior Living Stories...

Our senior living clients never fail to share sweet stories across their blogs and social media pages, so it’s only fitting that we reshare them here on The Balance Sheet! Spanning through spring and summer of this year, we’ve gathered a roundup of positive, uplifting stories to highlight our clients’ dedication to their community residents and staff (and their devotion to creating fun memories). We hope you enjoy! Life Care Services In an exciting LinkedIn post, Life Care Services (LCS) shared a trailer for their 2023 short film featuring several LCS residents. Created to celebrate over half a century of LCS history, “the film showcases the importance of finding passions later in life, cultivating relationships as we age, staying curious, and culminates with words of wisdom for us all,” says LCS on LinkedIn. The trailer, which you can find in the LinkedIn post, is an absolute must-watch! You’ll also find a short behind-the-scenes clip from the film shared in another LCS social media post, featuring an impressive piano rendition of Clair de Lune played by an LCS resident. Westmont Living This arts and crafts display at Westmont Living simply had to be shared, considering every piece was handmade by a community resident. Westmont posted a carousel of photos on their LinkedIn page showing residents posing with their creations (and browsing their fellow residents’ treasures). Be sure to visit Westmont’s LinkedIn to see more events and fun stories they’ve shared over the course of this year. Brightview Senior Living Brightview Senior Living recently shared a post with photos from their second annual “Bay Day” — an outdoor gathering where community residents and Brightview associates come together for a day in the sun. The photos shared show nothing but smiling faces. Brightview frequently shares community events...

Introducing Competitive Analysis

We’re constantly evolving our solutions in the Yardi Senior Living Suite, whether we’re enhancing workflows or creating new functionality altogether. And we recently released an exciting feature in RentCafe Senior CRM, our mobile-friendly sales and marketing solution — a feature called competitive analysis. Our senior living clients are seeing major successes with this dynamic new feature, but in case you haven’t explored it yet (or if you’re new to RentCafe Senior CRM), we thought we’d share what it does — and what the benefits are. Meet competitive analysis Senior living operators know all too well the importance of assessing competing communities. It’s crucial to understand why one community may be attracting new prospects more successfully, or even enticing your current residents to make a switch. Unfortunately, assessing this information is challenging when you don’t have the data you need — or if your data isn’t organized, easy to retrieve and error-free.   That’s where our competitive analysis feature comes in. We offer the ability to input the data you’ve collected on your competitors — including things like community amenities, care-level incentives and reputation — then view your own community’s attributes in comparison. All data is presented in an attractive, easy-to-analyze format. And once you’ve entered competitor data once, it stays fixed in one secure place, making it easy to access and edit in the future. Something particularly exciting with the competitive analysis functionality is the ability to track specific competitors in your lost lead analysis. This centralized, detailed information can help your future market efforts by highlighting what the major differences are between you and your competitors. The competitive analysis workflow is also completely configurable, allowing you to customize fields based on which categories you prefer to grade competitors on (we used client feedback to drive the customization options we created). Introducing self-competitor functionality Thought the functionality above was great? There’s more! RentCafe Senior CRM also gives you the option to view how your own communities stack up against each other. And rather than inputting data like you would for competitors, your own community’s data is automatically drawn from Yardi Voyager Senior Housing since RentCafe Senior CRM is a fully integrated solution. That means you’re always viewing the most up-to-date, accurate information when doing competitive analysis, and you’re not devoting hours to pulling information from multiple sources. However you choose to use competitive analysis, the feature helps you centralize important information, streamline reporting and compare communities with ease. With organized and centralized data at your fingertips, you’re equipped to make faster, informed decisions for your community’s benefit — decisions to help your community stand out from the crowd. Discover more and connect with our team If you’re new to RentCafe Senior CRM and would like a personalized demo, including a closer look at competitive analysis, reach out anytime. If you’d like to start with a high-level overview of the solution, explore our product...

Navigating Pharmacy Partnerships

Today’s seniors have more clinical needs than ever before, which means medication management is more challenging than ever — and medication errors are more likely — in senior living communities. That is, when communities lack the integrated technology (such as Yardi EHR) needed to optimize coordination with pharmacies. Our latest white paper with Senior Housing News (SHN) covers more — exploring the vital connection between pharmacy and resident care and sharing why an integrated EHR solution is critical in optimizing pharmacy coordination. The resource was created to help operators navigate the ever-evolving world of senior living as it relates to medication management. We put together a highlight below with key points covered in the white paper, but we encourage you to read the resource in full for more insights! New white paper: Navigating pharmacy partnerships in senior living   While the need for pharmacy integration is related to a variety of factors, the pandemic has been the most significant. Specifically, since COVID-19 delayed many prospective senior living residents from moving into communities, a resident population already rife with clinical needs has grown more vulnerable. And with that higher acuity comes a host of new challenges in medication management, and thus the urgent need for pharmacy integration. That’s why we joined SHN to publish this pharmacy-focused white paper. It examines the medication-related challenges present in senior living today and guides operators on how to maximize pharmacy relationships and streamline medication management. It stresses the importance of implementing a single connected EHR solution. The white paper looks at: Key reasons operators are switching to digital record keeping Why electronic pharmacy coordination matters through 2023 and beyond Top benefits of a single connected pharmacy solution What makes Yardi software a differentiator Yardi EHR in action at Senior Lifestyle   In sharing the power of Yardi EHR, the white paper includes insights from Fil Southerland, our director of healthcare solutions, as well as Diane Dayne, director of clinical informatics at Senior Lifestyle — a dedicated Yardi client.   Read the entire white paper Be sure to read the white paper — Navigating the New World of Senior Living & Pharmacy Partnerships — for a closer look at Yardi EHR and its role in pharmacy coordination. If you have any questions for us about Yardi EHR or the Yardi Senior Living Suite in general, fill out the form listed here to schedule a personalized...

Congrats To Yardi Clients

We’re delighted to share that several Yardi senior living clients earned a spot on the 2023-2024 Best Senior Living list! Presented by U.S. News & World Report and now in its second year, the Best Senior Living list features communities across independent living, assisted living, memory care and continuing care retirement. If the Best Senior Living list is new to you, at its core, the list is inspired by a mission to help seniors and their families navigate the challenging process of selecting a community. For the communities who earn a place on the list, U.S. News includes detailed profiles with ratings and testimonials to educate and provide visibility in the senior housing space. To all who earned a well-deserved spot on the list — including our amazing clients — congratulations from us at Yardi! Yardi clients earn a place on the 2023 Best Senior Living list To establish the Best Senior Living list for 2023, U.S. News evaluated nearly 4,000 communities nationwide, analyzing survey data from over 250,000 residents and their family members. The top-rated communities for each level of care were deemed Best Senior Living honorees in their prospective categories, and that included nearly 1,700 communities in total. For certain senior living organizations, a large batch of their communities were recognized on the list — Yardi clients included! Explore the U.S. News Best Senior Living list to browse the communities recognized.   Want to see how Yardi clients are finding success with our senior living solutions? Get in touch with us. More on the Best Senior Living list You may be wondering what the survey entails when U.S. News reaches out to these senior living communities. In partnership with Activated Insights, they ask residents and family members to rate their experience on things to help guide prospective residents in their search — such as kindness of staff and quality of care.   In addition to publishing ratings and testimonials for communities on the list, U.S. News also shares the benefits and costs of different living options for all to explore. This provides fantastic visibility into communities across the nation and ultimately helps seniors and their families make informed decisions when searching for a place to live. Congratulations from Yardi Choosing a senior living community for yourself or a loved one is a difficult process. But with resources like the Best Senior Living list, it can be less overwhelming. We’re happy to highlight this year’s Best Senior Living list honorees, including our fantastic senior living clients! Read more about the Best Senior Living list for 2023. Ready to learn more about our senior living management software? Check out this Senior Living Suite infographic. Have questions or ready for a personalized demo? Once again, we encourage you to reach out to our senior living team...

Success With Senior IQ

When exploring technology solutions for your business, there’s nothing better than viewing direct testimonials from professionals in your industry. We understand the value of seeing how a product functions through a current client’s eyes — which is why we love creating success stories for you to enjoy, including those that feature our senior living solutions. So we’re excited to share our brand-new piece that shares the power of Yardi Senior IQ through the eyes of Syndell Lawhon, vice president of wellness at Vitality Living! From covering Vitality’s journey prior to this single connected solution, to sharing the success the organization has found since implementing it, Lawhon brings a wealth of insights to the table in her interview. Don’t miss this one — read the highlight below then visit the Vitality Living success story to see more. The Challenge: Siloed Data Vitality’s data used to be scattered across siloed solutions, requiring leaders to pull information and generate reports manually. Not only were these processes time-consuming, but they also prevented Vitality from unlocking insights regarding occupancy, falls and more — since data lacked the organization and presentation needed to reveal important trends. Not to mention, Vitality’s data wasn’t being updated in real time. Leaders sought a business intelligence solution that would present up-to-date, business-wide data in a visual format — all in one place. The Solution: Yardi Senior IQ Yardi Senior IQ is a business intelligence solution that surfaces real-time data in attractive, sharable dashboards. Designed for senior living providers and drawing portfolio-wide data from Yardi Voyager Senior Housing, Senior IQ provides the insights needed to act confidently and make smarter, faster decisions. The Story: Visualizing Insights, Driving Informed Decisions, Empowering Staff & Streamlining Workflows Before Senior IQ, Vitality didn’t have a seamless method for capturing and gathering important data. “Prior to us coming to Yardi, with the system that we used before, we couldn’t pull any of that data,” shared Syndell Lawhon, vice president of wellness at Vitality. “We had to do things manually.” Manually pulling metrics and organizing insights, they were limited to sharing only numbers with staff, owners and investors. Now with Senior IQ, Vitality has a visual representation of the same information — via custom graphs and tables — housed in one secure location. “Nurses are very visual people,” explained Lawhon. “When they can see the numbers in a graph pulled right up in Senior IQ, it clicks so much faster. Numbers on a piece of paper are not as powerful.” With intuitive dashboards, graphs and tables revealing trends that Vitality wasn’t previously capturing, leaders are gaining insights that move the needle like never before. “A trend is telling you something,” shared Lawhon. “There’s so much information in Senior IQ that you can dig into. There’s always something we’re finding on a daily basis — something else we know we could use.” With the ability to access real-time data in Senior IQ, Vitality can now make informed decisions regarding occupancy, care, staffing and revenue. And by giving care staff the tools to visualize important trends — Senior IQ helps Vitality empower those individuals, which boosts retention as a result. “Senior IQ helps us with nurse retention,” said Lawhon. “When you start getting data and looking at the bigger picture — how you can make things better for the whole community — not only does it make you feel empowered, it also elevates your skill set.” Vitality also left data digging in the past when they implemented Senior IQ. Instead of searching through siloed solutions and manually compiling insights to send to owners and investors, Vitality now unlocks actionable information at the click of a button. “I can go in Senior IQ and in two seconds, I’m able to pop information right out for that community and send it right along,” shared Lawhon. Read the full interview with Vitality Living   The snapshot above doesn’t cover everything Lawhon...

Goodbye Disparate Systems

For senior living operators, using fully-integrated, all-inclusive software — as opposed to disparate systems — has major benefits. From gaining new efficiencies to improving resident care, the benefits are further enhanced when operators choose a solution designed for the unique needs of senior living. That describes the Yardi Senior Living Suite, which supports a multitude of today’s operators like Scottsdale-based Westminster Village. And to show you exactly how Yardi tools work to build success, we recently interviewed Dan Poteet, Westminster’s chief information officer. Continue reading to get top insights from Poteet, who shares what’s possible when you leave disparate systems in the past. We encourage you to read the success story in full, too! About Westminster Village Westminster Village is Scottsdale’s premier non-profit Life Plan community. Located in Scottsdale, Arizona, it was founded in 1988 by a group of friends and neighbors who envisioned a community where people could continue their accustomed lifestyles and be assured of lifelong health care. Their idea was to assure dignity and independent living for people in their later years. The Challenge: Siloed Solutions Before partnering with Yardi, Westminster Village was operating using siloed solutions and manual processes. That combination was time-consuming and susceptible to errors, which prevented staff from working as efficiently as possible. Westminster leaders sought a single connected solution to streamline workflows at every level — and enhance resident satisfaction. The Solution: Yardi Senior Living Suite The Yardi Senior Living Suite combines resident care, marketing, sales, finance, business intelligence, operations and more on a cloud-hosted, HIPAA and SOX compliant software platform. Mobile, intuitive and efficient, the Yardi Senior Living Suite has everything you need to manage your communities and drive growth. The Story: Thriving With An Integrated Solution, Driving Efficiency & Enhancing Satisfaction Since moving forward with Yardi, Westminster now has one centralized system that offers everything needed to drive success. “This is a major improvement over having disparate systems not connected to each other,” explained Poteet. With RentCafe Senior CRM automating workflows, sales and marketing teams are equipped to work productively, stay informed and track leads with ease. “Having the ability to keep track of prospect touches and having auto-generated follow-up tasks has helped our marketing team stay better connected with prospects and the sales cycle,” shared Poteet. On the care side, Westminster saves time and reduces errors using Yardi EHR, since all resident data automatically flows over from Yardi Voyager Senior Housing. “Being able to do our home health billing and having it connected to Voyager is the most valuable feature,” said Poteet. With RentCafe Senior Living Portal and Yardi Payment Processing, residents and families access the convenience of online payments — which helps Westminster’s accounting team on the processing side. RentCafe Senior Living Portal also keeps residents, families and staff connected by displaying real-time updates relating to care, community activities and more. “The resident portal allows us to communicate and provide information to our residents and their families quickly and conveniently,” shared Poteet. Continue reading the Westminster Village success story Want to get in touch regarding the Yardi Senior Living Suite? Reach out to our team! We’re happy to answer questions or schedule a personalized demo at your...

Unlock Evolving Functionality

Did you know 65% of sales professionals use CRM? And out of companies using mobile CRM, 65% achieved sales quota compared to 22% of those without mobile CRM? Case in point, with the right CRM solution, senior living operators are equipped to advance sales and marketing efforts in more ways than one. But it’s important to find a solution built for the unique needs of senior living — one equipped with tools that evolve as the industry does. Fortunately, we have just the solution in mind. Meet RentCafe Senior CRM, our mobile-friendly single connected solution. Read on to see what this one-of-a-kind platform offers today’s senior living operators. The sales and marketing tools you need There’s so much functionality to cover when it comes to RentCafe Senior CRM, but at a glance, the solution helps you: Configure and automate the sales process to guide your unique selling approach View real-time census data, occupancy status, unit rates and amenity offerings Eliminate duplicate data entry with a united leasing and move-in workflow Lead with confidence using a platform integrated with multiple elements of the Yardi Senior Living Suite Generate, complete and upload documents to RentCafe Senior Living Portal, where residents and family members can sign electronically Reduce risks with a solution that is HIPAA and SOX compliant Access visual reporting with configurable, group-based dashboards and a wide selection of KPIs Drive efficiency with a convenient mobile app built for iOS and Android devices Enjoy the convenience of Yardi as your single support avenue Offer residents a seamless move-in journey RentCafe Senior CRM doesn’t simply help you during the early stages of the sales cycle. It offers tools to power the cycle from start to finish, including the time leading up to move-in (once a prospect commits to your community). At that stage, you access:   Up-to-date resident assessments A seamless leasing workflow equipped with rates, specials/discounts and approvals Easy-to-generate electronic leases The automatic attachment of documents to the resident record in Voyager Senior Housing And more! Evolving functionality like no other platform What else makes RentCafe Senior CRM a differentiator? To add to everything already mentioned, RentCafe Senior CRM offers: Inbound and outbound calling, texting and emailing Duration and engagement tracking Triggered activity follow-up Predictive analytics Automated prospect and referral correspondence Event management Third party API integrations Lead scoring An integrated solution built for senior living Of course, one of the biggest benefits of RentCafe Senior CRM is its ability to integrate with key elements of your business. While other CRM solutions may offer a few valuable features, they don’t always integrate with EHRs, financial platforms and everything in-between. As part of the Yardi Senior Living Suite, RentCafe Senior CRM connects with everything you need — saving time, eliminating errors and ensuring your teams have up-to-date information at all times.     Level up with RentCafe Senior CRM Wondering how else RentCafe Senior CRM helps operators reach new heights? Reach out to book a quick, personalized demo. And in the meantime, feel free to explore our RentCafe Senior CRM infographic!...

Explore New Functionality

The newest improvements in the Yardi Senior Living Suite are here! This release (7.18) includes enhancements in RentCafe Senior CRM, Yardi EHR and eMAR. As always, each enhancement was powered by feedback from our amazing senior living clients.  To learn about what’s new and improved in 7.18, read the highlights below. We’re also sharing links to informative webinars, crafted for clients, which explain the new functionality in detail. For a complete list of new features documentation, clients can also visit the help center in Client Central and select new features. What’s new in RentCafe Senior CRM RentCafe Senior CRM, our mobile-friendly CRM solution, is packed with fresh functionality courtesy of the 7.18 release. From simplified workflows to completely new features, the enhancements equip you to: Track your competitive analysis with new options to create custom configurations that automatically save for future use Store marketing collateral in one centralized location, the document center, allowing staff to quickly grab attachments to email to prospects Enjoy expanded options for automated correspondences including those produced by birthdays, anniversaries, email templates, lead status and prospect status change — plus apply filters to individual rows to ensure you send the prospect’s preferred correspondence type Sync your Outlook calendar with your RentCafe Senior CRM calendar, enabling items to instantly populate in Outlook as they’re updated in RentCafe Senior CRM Build savable templates that automatically generate common tasks, conducted before or after an event, to avoid starting from scratch when creating future events Access a simplified digital signature invitation that enables copying and pasting a verification pin sent via email, or via SMS mobile phone when you have RentCafe Conversations Watch the RentCafe Senior CRM New Features Webinar. Watch the RentCafe Senior CRM Set Up New Features Webinar. What’s new in Yardi EHR and eMAR Now for Yardi EHR and Yardi eMAR, solutions built to help you enhance care at every level, here’s what’s possible thanks to the 7.18 release: Benefit from a redesigned service plan screen that clearly presents every action, making it easier to manage plans and identify what’s missing prior to activation Utilize new order direction templates that allow you to set the direction for an order with the click of a single button Enjoy an updated variable/sliding scale feature that auto-selects the correct quantity based on the vital information entered Save time with new bulk charting options in Care Stream that allow staff to chart multiple medications at one time, and apply specific notes to everything at once Streamline assessments with enhanced dynamic profile sections, which enable staff to update the resident’s profile while performing an assessment Watch the Yardi EHR New Features Webinar. Watch the Yardi EHR Set Up New Features Webinar. Have questions? If you have any questions about what’s offered with the 7.18 release, visit the help center in Client Central. If you’re new to Yardi senior living solutions and want more information on the success they create, get in touch with...

Vitality Living Success Story

“We use Yardi as our source of truth for everything.” That insight comes from Nick Byrd, chief financial officer at Vitality Living, in a recent interview discussing Vitality’s successes with the Yardi Senior Living Suite. With a focus on Yardi Voyager Senior Housing, the story spotlights the challenges Vitality faced prior to working with Yardi — and shares how they’ve found success since then.   Read the highlight below, then head to the success story to get all the insights: The Challenge: Manual Processes & Disparate Systems Vitality used to rely on manual processes and disparate systems — taking time away from priorities, generating errors and causing confusion among teams. From monthly ACH pulls to building financial reports, key tasks became increasingly arduous. Vitality searched for a dependable, integrated solution to serve as their source of truth and alleviate the challenges they were facing. The Solution: Yardi Voyager Senior Housing Designed for senior living providers of all types and sizes, Yardi Voyager Senior Housing delivers property management and financial accounting on a powerful, cloud-based platform. By adding solutions across the Yardi Senior Living Suite, operators take full control of the senior living spectrum from marketing to operations to care. The Story: Gaining One Source of Truth, Eliminating Errors & Saving Time Prior to implementing Voyager Senior Housing and accompanying tools in the Yardi Senior Living Suite, Vitality used a mix of siloed technology and manual processes. The lack of a single connected solution — built to unite all data and workflows in one place — meant Vitality didn’t have true visibility or a reliable method for retrieving important information. By moving forward with Yardi, Vitality now has a single source of truth — a solution that integrates all aspects of its business into one database. “When you’re running a report in Voyager, you’re getting real time data,” shares Byrd in the success story. “The system is integrated with all of these pieces which allows us to get a true picture.” With Voyager automating tasks Vitality previously did manually, errors have now been eliminated across the board. “When we would run our monthly ACH pulls in the old system, the community’s business director would have to prepare the file, send it to accounting and we would manually enter all the ACH transactions, and update the amounts,” explained Byrd. “You can only imagine what kind of errors that could create, and it created a ton.” Vitaly also said goodbye to time drainers when they partnered with Yardi. Since Voyager acts as their complete general ledger system, Vitality has drastically reduced time spent on key financial accounting tasks, allowing team members to shift and focus on other priorities. “We gained two days back just around the ACH process,” said Byrd. “It was a manual lift before, but now things are getting updated in real time.” Read the full success story Ready to see all the ways Vitality is finding success with Voyager Senior Housing? Read the full success story! If you have any questions for us — or you’d like to book a demo based on what you read — reach out to connect with our senior living...