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Senior Care & Community Services

Accountability by location, program and funding stream.

Senior care and community services run on people: staff across residences, day programs and home services, paid for by public funding, client fees and fundraising. Finance needs to show each location and program what it earned, what it spent and why.

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A care team member sitting with residents in a bright community lounge
Staffing, locations and funding meet in every day of care.
  1. 01Funding / Revenue
  2. 02Location / Program
  3. 03People & Services
  4. 04Cost
  5. 05Accountability

Funding / Revenue, Location / Program, People & Services, Cost, Accountability

One organization, several ways of being paid.

Choose a funding stream. The board shows which kinds of location usually carry it, and what finance must do at each step so every location and program can account for it.

  • Residential siteCarries this stream
  • Day programCarries this stream
  • Home and community servicesCarries this stream

01Funding / Revenue

Funding tied to approved services, usually with a budget and a year-end reconciliation.

02Location / Program

Assigned to the locations and programs named in the agreement.

03People & Services

Staffing levels and service volumes are often what the agreement measures.

04Cost

Payroll, benefits and agency staff dominate. Code them to location and program at the source.

05Accountability

Reconcile funded services and spending to the agreement, and explain any surplus or deficit.

Typical patterns. Your funding agreements and services decide the real structure.

Payroll is the cost structure.

Staffing is usually the largest cost in care and community services, and it is scheduled by shift, location and program. The design has to carry that detail into finance without copying the scheduling system.

Scheduling and payroll
Own shifts, hours, rates and pay. They stay the source of truth for people.
What finance receives
Payroll journals by location, program and funding stream, with totals that reconcile to the pay run.
Shared staff
Staff who work across sites or programs are allocated from recorded hours, not estimates.
What leaders watch
Overtime and agency staffing by location, against budget, before month-end.

Sage Intacct in this operating model

Locations, programs and staffing cost in one live picture.

Care platforms run the care. Sage Intacct runs the finance around it: location and program accounting, staffing cost against budget, purchasing and AP, funding revenue and the close, with dashboards every location manager can use.

  • Location and program dimensionsEvery residence, day program and home service reports revenue, staffing and cost on its own.
  • Payroll allocationPayroll journals coded to location, program and funding stream, reconciled to the pay run.
  • Purchasing and AP AutomationSupplies and contracted services requested, approved and paid against location budgets.
  • Budgets and Spend ManagementLocation and program budgets, with spending checked before it is committed.
  • Funding and fee revenueGovernment funding, resident fees and fundraising accounted for by stream.
  • Close automation and dashboardsA faster, more consistent month-end, and role-based dashboards for location managers and the board. Sage continues to add close automation.

How Biviti configures it

We design location, program and funding dimensions first, connect payroll and care systems as summarized, reconciled feeds, and set budgets and approvals so each location manager sees revenue, staffing and cost together.

Explore Sage Intacct
Sage Intacct HR manager role dashboard with fringe and salary KPIs and departmental salaries against budget by month
Departmental salaries against budget, month by month: the staffing view managers need before month-end.

Actual Sage Intacct interface. Demo data shown. It can be customized for your organization.

How the solution fits together

  • Foundation, used throughout
  • Integration boundary
  • Reporting and insight

Foundations

Entities and locationsPrograms and service linesBudgets and funding structuresControls and approvals

Operational data connects continuously

Care and service systemsScheduling, payroll and timeBilling and funding sourcesBanking

Integrations can run at any point, and on any schedule.

Finance processes in Sage Intacct

Purchasing and APPayroll allocationFunding and fee revenueReconciliations and close

Outputs

Location dashboardsProgram and funder reportsBoard reporting

Care systems run the care. Sage Intacct runs the finance.

Care and scheduling platforms capture clinical records, visits and shifts. Sage Intacct controls the financial workflow, applies the location, program and funding structure, automates approvals, allocations and close where appropriate, reconciles each summary and turns it into reporting managers, boards and funders trust. Personal health information stays in the care platform.

Care and scheduling platforms capture

  • Care plans and clinical records
  • Service delivery and visits
  • Shifts and staffing

Sage Intacct controls

  • Revenue and billing by location and program
  • Payroll allocation by funding stream
  • Purchasing, AP and approvals against location budgets
  • Budgets, close and reporting

What managers, boards and funders need to see

Budgets by location

Each location and program owns a budget, and managers see actuals against it without waiting for month-end packs.

Shared costs

Head office, facilities and information technology are allocated with a method the funders accept.

Approvals

Purchasing and staffing approvals follow the location and program budget, with limits that match delegated authority.

Board and funder reporting

The same ledger produces the board view, the funder reconciliation and the location report.

Give every location a clear financial picture.

Talk to a Sage Intacct specialist about your locations, programs and funding streams.

Talk to a Sage Intacct ExpertStart the Sage Intacct Fit Assessment

Related Biviti services

Actual Sage Intacct interface. Demo data shown. It can be customized for your organization.

Book a meeting

Online scheduling is not available right now. Email hello@biviti.com or call 403-879-5828 to arrange a time.