Senior Living Communities

Detailed Census Report

The Detailed Census Report provides you with a list of weekly, monthly or yearly census transactions.  You can view the resident transaction details or summaries to compare when billing is completed. 

Billing > Reports > ADT/Profiles > Detailed Census Report. 

  • Period Type - Select Weekly.

    • Period Ending - Enter date.

    • Period Length - Select the number of weeks.

    • YTD Start - Select and enter the Year to Date (YTD) (Community)

    • Show these sections - Select a section to include in the report. Select All to include all sections.

    • By - Select Payer, Payer Type, Payer Code or Pay Rate. (Community)

    • By - Select one. Select Include Inactive Communities to include on output report. (Management Console).

    • Unit - Select all or one unit. (Community)

    • Floor - Select all or one floor. (Community)

    • Bed Certification - Select all or one bed certification. (Community)

    • Order by - Select Unit or Name for Community or one from the list for Management Console.

    • Show admission date - Select to show admission dates. (Community)

  • Period Type - Select Monthly.

    •  Period Ending - Select date or Date Rate from - Select date range. You can also include months in the next year.

    • YTD Start - Select and enter the Year to Date (YTD). (Community)

    • Show these sections - Select a section to include in the report.

    • By - Select Payer, Payer Type, Payer Code or Pay Rate. (Community)

    • By Select one. Select Include Inactive Communities to include on output report. (Management Console).

    • Unit - Select all or one unit. (Community)

    • Floor - Select all or one floor. (Community)

    • Bed Certification - Select all or one bed certification. (Community)

    • Order by - Select Unit, Payer, or Name for Community. Unit and Name are options at Management Console. Payer is available only at the community.

    • Show unpaid dates separately - Select to show paid and unpaid dates separately from Total Days.

    • Show admission date - Select to show admission dates. (Community)

    • Show discharge date - Select to show discharge dates. (Community)

  • Period Type - Yearly

    • YTD Start - Select date.

    • Show these sections - Select a section to include in the report.

    • By - Select Payer, Payer Type, Payer Code or Pay Rate. (Community)

    • By - Select one. Select Include Inactive Communities to include on output report. (Management Console).

    • Unit - Select all or one unit. (Community)

    • Floor - Select all or one floor. (Community)

    • Bed Certification - Select all or one bed certification. (Community)

    • Order by- Select Unit or Name for Community or one from the list for Management Console.

    • Show admission date - Select to show admission dates. (Community)

  • The Monthly Period Type selection has a section to show occupancy percent by bed at the bottom of the output report. The Occupancy % by Bed shows total available beds in your community, empty beds and total residents. The total occupancy by bed is calculated by taking the Total Empty Beds divided by Total Available Beds. It also shows total number of Inactive Beds and total exceptions.

  • The Monthly Period Type selection has a section to show occupancy percent by room at the bottom of the output report. The Occupancy % by Room shows total available rooms in your community and total occupied rooms. The total occupancy by room is calculated by taking the Total Occupied Rooms divided by Total Available Rooms. It also shows the total of Inactive Rooms and total exceptions.

  • When you select Monthly Period Type and any of the following for the Show these selections, the output report shows Paid Days and Total Days.

    1. Summary by Payer (by Day)

    2. Summary by Payer (by Care Level)

    3. Summary by Care Level

    4. Summary by Status

    5. Summary by Unit

    6. Summary by Rate Type

  • It is recommended to generate the monthly census for all payers.

  • The output monthly report shows residents status for each day of the month by payer and by room/rate type.

  • The monthly report is used as a reference when entering ancillary charges to ensure that charges are booked to the correct Payer based on the effective date that you enter for the ancillary charge.

  • Month End Reconciliation:

    1. Run the report by Payers and select all Payers to view information for payers.

    2. Compare Total Census and Payer Total Census to the Revenue Reconciliation Report.

    3. The data is static only in reports that shows Current and Past Periods. Changes that are made to census for past periods are reflected on Census reports (data is not static from period to period). Therefore, print a hard copy or save an electronic copy of this report for historic reference.

  • The primary location and additional location have different statuses in the summary by status section. 

  • An asterisk next to resident ID number and living unit shows the additional location. 

  • If a resident has two locations, the resident status is counted separately for each location.