Senior Living Communities

Detailed Monthly Census Report

The Detailed Monthly Census report shows all census transactions that occurred during the selected month. You can generate the Detailed Monthly Census report by unit or by community for a designated month to view the resident details or summaries to compare against items when billing is done. 

  1. Billing > Reports > Detailed Monthly Census Report.

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

  • By - Select payer, payer type, or rate type.

  • Payer - Select all or make selections. 

  • Living Unit - Select All or select living unit.

  • Floor - Select All or make a selection.

  • Bed Certification - Select All or make a selection.

  • Order By - Select Living Unit or Name.

  • Show unpaid days separately - Clear if you want unpaid days combined with paid days.

  • Show move in date - Clear if you do not want the move in date to appear.

  • Show move in date - Select to see on report.

  • Exclude census items before online date - Select to exclude census activity before the community go live date. 

  • It is recommended to generate the Detailed Monthly Census for all payers.

  • The Detailed Monthly Census Report is populated based on the status codes as entered in the resident census lines.

  • The report shows residents' status for each day of the month by payer/case mix and by living unit type.

  • The report provides daily and monthly paid and unpaid resident days totals.

  • Use this report 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:

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

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

    • The data is static only in reports that show current and past periods. Changes 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.

  • If a resident has 2 locations, the resident status is counted separately for each location. 

  • 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.