Focus on These 3 Areas to Effectively Automate Systems for Senior Living Organizations

February 13, 2024


Senior living organizations have many unique needs, including meeting compliance regulations, generating outcome metrics, and providing real-time visibility. Implementing effective system automation for senior living organizations can help your team spend less time on administrative tasks and more time on what really matters — advancing your mission and improving resident quality of life.

Key Benefits of Automated Systems for Senior Living Organizations

With an increased demand for services and changing regulatory requirements, automating systems can not only save time and resources but also provide valuable insights for decision-making. Benefits of automating senior living systems include:

  • Increased efficiency: Automation can streamline routine administrative tasks and processes, so your team has time to focus on more important tasks like resident care and creating a thriving community.
  • Cost savings: By automating repetitive tasks, senior care organizations can save money on labor costs.
  • Resource savings: Automation can also help senior care executives identify areas where resources are being wasted, allowing for better resource management.

Areas of Focus for Senior Living Automated Systems

Focus #1: Financial Operations

Senior care organizations have a multitude of financial tasks to manage, such as invoicing, billing, and budgeting. Tasks like these can be time-consuming and prone to human error, which can lead to costly mistakes. Putting an automated financial system in place helps streamline processes, save time, and reduce errors. Plus, systems like these can provide real-time financial data for better decision-making and forecasting.

One example of cloud accounting software that can automate financial processes is Sage Intacct. Sage Intacct users report that they have experienced efficiency gains of up to 60% and dedicate more time to strategic decision-making.

Sage Intacct features include:

  • Intuitive core fund accounting with a dimensional general ledger.
  • Accounts payable automation.
  • Comprehensive grant tracking and billing.
  • Automated revenue recognition.
  • Easy-to-use reporting and dashboards.
  • HIPAA-compliant advanced audit trail.

Focus #2: Marketing and Communications

Effective marketing and communication are essential for senior living communities to attract new residents and retain current ones. With automated marketing systems, you can create targeted

campaigns based on resident demographics, interests, and health care needs. Using marketing automation only saves on communication time and ensures that your message reaches the right audience. Beyond streamlining processes, marketing automation tools can track and analyze the success of marketing efforts to provide valuable ROI insights for future campaigns.

How to Automate Senior Living Systems

To begin automating senior living systems, it is important to have the right tools in place. When selecting automation tools for senior living systems, it is important to consider the specific needs and processes of your community.

Some factors to keep in mind include:

  • Ease of use: The tools should be user-friendly and intuitive, making it easy for staff to learn and use.
  • Compatibility: The tools should be compatible with existing systems and processes in your organization, avoiding any disruptions or need for major changes.
  • Scalability: As your operations grow, the automation tools should be able to accommodate the increased workload and demands.

Implementing the Best Automated Systems for Senior Living Organizations

Implementing effective system automation careful consideration and expertise in the unique needs of senior care communities. Take the time to research partners and vendors who can help your senior living organization assess the right automated systems and solutions specifically tailored for your needs.

Once the right tools are in place, it is important to start automating specific workflows and tasks. This can be done gradually, starting with the most repetitive and time-consuming processes. Don’t forget to involve your team in the process and provide the right training and support for a smooth transition.

Alicia Summers, Corporate Controller at Agemark Senior Living, is among those senior care leaders who are seeing results from automation. Her organization recently implemented Sage Intacct accounting software to automate processes and enhance reporting. "Before, it would have been impossible to track some of the things we do now,” Summers says, “like supplies across departments, supervisor hours versus assistant hours per resident, resident costs compared with their level of care, income from private versus state customers, or dining spend differences between locations."

enSYNC Can Help with Automated Systems for Senior Living Organizations

Are you ready to get the most out of your technology? Learn more about how implementing automated systems can bring new possibilities to your community.

Josh Kozinski

Josh Kozinski

Meet Josh Kozinski, the Director of Business Development at enSYNC. With expertise in Sage Intacct, iMIS, and supporting technologies, Josh's mission is to simplify complex processes by transforming rogue spreadsheets and databases into streamlined, automated solutions. His dedication to delivering strategic solutions aligns perfectly with enSYNC's commitment to efficient and innovative nonprofit management. Josh is not just a leader at enSYNC; he's actively involved in prominent industry organizations. By staying connected with these networks, Josh remains at the forefront of industry trends and best practices. In addition to his professional pursuits, Josh serves on the Board of Directors for the Dallas Fort Worth Association Executives, giving back to the industry he's passionate about. Away from the office, Josh is an athlete at heart. He pursued his college education at Central Michigan, where he played basketball. However, what Josh values most is his relationships with his family and his faith in God. Josh is always open to discussions, whether you're seeking innovative solutions for nonprofit management, exploring industry trends, or simply connecting with like-minded professionals.