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  • Writer's pictureRachel Parks

Why WelcomeHome's Seamless Integration with Health and Billing Management Platforms Saves Time

Senior living communities rely on health and billing management platforms to effectively manage overall community occupancy and care provided to assisted living and memory care residents. WelcomeHome Software recognizes the important role health and billing management platforms play in operating senior living communities, so we've designed our CRM to seamlessly integrate with them to provide users with power and flexibility not found in any one platform.

In a previous blog, "Sales Management Tip of the Month: Why Your Health & Billing System Should Be Integrating With Your CRM," we offered 5 reasons to choose a CRM that can integrate with your health and billing management platform.

Earlier this year, we also looked at "How WelcomeHome's Integration with PointClickCare Benefits Your Senior Living Community." Below, we share two more reasons to consider integrating your health and billing management platform with WelcomeHome's CRM.

CYA (Cover Your Assessment): Don't let an incoming new resident fall through the cracks

When a prospect decides to become a resident of your assisted living, memory care, or skilled nursing community, they will require an assessment by the community's nurse or other qualified staff. Their physical and cognitive health are assessed to determine their care needs, including assistance with ADLs, medication management, nutritional needs, chronic conditions, and other areas of their health. Ideally, the assessment is done before moving in to ensure the staff is ready to provide the care the new resident needs.


The problem: Imagine if your new resident arrives on move-in day and the staff is not aware of their care requirements. In a worst-case scenario, a resident misses taking critical medication for a day or more because they weren't given the necessary reminders to do so, then ends up in the emergency room. Not the impression you want to make to your new resident's family!


The solution: Integrate your CRM with your health and billing management platform so that your staff is a)aware that they need to assess the new resident before moving in and b)ready to provide the specific care your new resident requires from the moment they first walk into their new home.


The benefits: Integrating WelcomeHome with your health and billing management platform lets you effortlessly transfer your incoming resident's sales prospect details in the CRM to the other platform. It also provides real-time updates of a resident's admission, discharge, and transfer data from the health and billing management platform into WelcomeHome's Occupancy Board, so your sales team is always aware of the status of all the apartments in the community.

Act today on future occupancy changes

None of us can see into the future, but in senior living sales, knowing that a resident will be moving out in the coming weeks or months is the next best thing.


The problem: A resident is beginning to need more care than your community can provide. A move to a skilled nursing facility is the best option, so arrangements are made for the resident to transfer to the SNF in 30 days and come off the community's census. However, due to a lack of communication, the sales team was unaware of this occupancy change until the resident moved out, so the apartment was not scheduled for cleaning and freshening up. It sits for several weeks or more until the maintenance team can get to it.


The solution: Integrate your CRM with your health and billing management platform so your sales team is automatically aware of future occupancy changes.


The benefits: A vacant apartment in a senior living community is not only NOT generating revenue, it is also racking up expenses. The sooner the sales and maintenance staff know that an apartment will become available, the sooner it can be turned around for future occupancy.


Other benefits of integrating your health & billing management platform with your CRM

  • No more reconciling census reports from multiple platforms. Depending on the size of your portfolio of communities, your accounting department can spend hundreds of hours or more each month staying on top of census. When your CRM integrates with your health and billing management platform, there's a single point of truth for census numbers, which saves time and effort.

  • No more double entry of information into multiple platforms. When your CRM and health and billing management platform talk to each other, the prospect record becomes the resident record when they move in. The care staff has more time to focus on resident care when they don't need to re-enter resident details.

  • No more hunting for reports in different platforms. Because your CRM and health and billing management platform share the same data, the choice is up to you which platform you prefer for reporting. WelcomeHome's outstanding reporting capabilities can present your health and billing management platform data accurately in reports for your ownership groups, executive team, and others.

Are you in the market for a new CRM that integrates with the most popular senior living health and billing management platforms including Alis, Eldermark, MatrixCare, PointClickCare, Realpage, Vitals, and Yardi? WelcomeHome is a game-changing CRM built specifically to work with the full ecosystem of platforms serving the senior living industry. With its intuitive user interface, recommendation engine, and clear workflows, the WelcomeHome CRM is a powerful tool for both users in the community and owner/operators. Experience for yourself what thousands of senior living professionals rely on to make their job easier: request a free demo of WelcomeHome's CRM today.

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