Senior living reporting and analysis
Know what needs attention across your communities.
Look past the portfolio total.
One total can hide different changes at different communities. A useful review shows the location, period and records behind a change, with the relevant operating context.
- Where are costs rising faster than revenue?
- Which communities show changes in staffing expense relative to activity?
- Where do recorded expenses and approved budgets need reconciling?
Start with a recurring leadership review.
One possible first build brings together agreed financial figures and operating measures by community. The report shows changes, relevant source dates and differences that need review. Supporting records give finance and operations a place to begin the next check.
The information may include ledger records, budgets, payroll and occupancy or activity records. We agree on periods, mappings, definitions and access before using them to compare communities.
Built from real operating work.
The original Ridgepole implementation covered 20+ communities, 6+ systems and 2.8M+ ledger lines. It automated recurring reporting and supported a management review of financial and operating questions.
Read the anonymous case study →Questions from community operators
Can you work across different accounting setups?
We assess the available records and how each setup represents locations, accounts and periods. The work includes agreeing the mappings and highlighting differences that still need reconciliation.
How do we agree on what each community reports?
We work with the people responsible for the figures to define the measures and check a first result. The definitions and comparison rules become part of the implementation.
What would you like to see across your communities?
Start with a report that takes too much work or a question that keeps returning.