SeniorCRE
§ Sample artifacts
The output, before the pilot. Your numbers fill it in.
Three deliverables come out of the operating record: a plan-versus-actual variance report, a board pack extract, and a Quality Occupancy view. Below they are shown in full with synthetic data, so you can judge the column set, the source-of-record attribution, and how disagreement between systems is handled — without us publishing an average we cannot stand behind.
§ Read this first
Every figure shown here is synthetic and exists to demonstrate the structure of the deliverable — column set, source-of-record attribution, reconciliation state, and exception handling. Nothing on this page is a benchmark, an average, or a result. SeniorCRE publishes no dollar-value or clinical-outcome figures, and none are implied by these samples. When an operator runs the same artifact against their own systems, their numbers replace these.
§ Illustrative entity
Northmark Senior Housing & Care (illustrative operator — not a customer)
4 communities · AL/MC and one SNF · two legacy systems of record. Period 07 (illustrative).
Operating variance report
Plan versus actual across census, care, labor, and billing-readiness, with the source of record and reconciliation state on every line.
Regional operations, controller
Board pack extract
One page that states what the record says, what is not yet reconciled, and who owns each open exception.
Board, capital partner, REIT asset management
Quality Occupancy view
Occupancy read alongside acuity match, staffing coverage, revenue integrity, and stability — components shown separately, never collapsed into a single score claim.
CEO, COO, CFO
§ Artifact 1 — synthetic
Operating variance report
Variances are stated in units, days, hours, and percentage points. No financial value is assigned to any line. Every row carries the system it came from and whether it has been reconciled.
| Measure | Plan | Actual | Variance | Source of record | State |
|---|---|---|---|---|---|
| Occupied units — month end | 412 units | 404 units | -8 units | Property management system | Reconciled |
| Move-ins | 19 | 16 | -3 | CRM | Exception |
| Move-outs | 14 | 17 | +3 | Property management system | Reconciled |
| Care-level reassessments completed | 31 | 22 | -9 | Clinical record | Awaiting source |
| Nursing hours per resident day (SNF) | 3.00 HPRD | 2.86 HPRD | -0.14 HPRD | Time & attendance | Reconciled |
| Agency share of nursing hours | 6.0% | 9.4% | +3.4 pts | Time & attendance + agency invoices | Exception |
| Open shifts filled inside 24h | 85% | 88% | +3 pts | Scheduling | Reconciled |
| Billing-ready census days | 12,360 | 12,109 | -251 days | Billing ledger | Exception |
Open reconciliation exceptions
Where two systems disagree, the artifact shows the disagreement, names an owner, and ages it. It does not silently pick a winner.
| ID | Exception | Systems in conflict | Owner | State | Age |
|---|---|---|---|---|---|
| EX-07-014 | Move-in count differs between CRM and property management system | CRM ↔ PMS | Regional director of sales | In review | 4d |
| EX-07-021 | Agency hours present on invoice with no matching scheduled shift | Agency invoice ↔ Scheduling | VP operations | Open | 9d |
| EX-07-026 | Census days billed exceed occupied days on record for one community | Billing ledger ↔ PMS | Controller | Open | 2d |
| EX-07-009 | Care level in clinical record not reflected in resident agreement tier | Clinical record ↔ PMS | Director of clinical services | Resolved | 12d |
§ Artifact 2 — synthetic
Board pack extract
Northmark Senior Housing & Care · Period 07 (illustrative) · illustrative
What the record says
Occupied units closed below plan while move-outs ran above plan. Nursing coverage sat below the planned level for the period and agency share of hours ran above plan. Four reconciliation exceptions were open at close, three of them affecting figures used in this pack.
What is not yet reconciled
Move-in counts disagree between the CRM and the property management system. Agency invoice hours are present without matching scheduled shifts. Billed census days exceed occupied days on record at one community. Each exception is named, owned, and dated rather than averaged away.
Source authority
Every figure carries the system it came from. Where two systems disagree, the pack shows the disagreement instead of resolving it silently — the operating record is governed where the data lives, not where it is displayed.
What the operator decides
The pack does not recommend a dollar action and does not assign a financial value to the variances. It puts the same numbers, with the same provenance, in front of operations, clinical, and finance at the same time.
§ Artifact 3 — synthetic
Quality Occupancy view
Occupancy read alongside the conditions that make it durable. Components are reported separately with their source of record; they are not collapsed into a single headline score.
| Component | Weight | Reading | Source of record | Definition |
|---|---|---|---|---|
| Occupancy level | 30% | 91.4% | Property management system | Occupied units over available units, month-end. |
| Acuity match | 20% | 84 of 100 | Clinical record + PMS | Share of residents whose care level on record matches their agreement tier. |
| Staffing coverage against acuity | 20% | 2.86 HPRD | Time & attendance | Coverage read against the acuity mix on record, not against a headcount target. |
| Revenue integrity | 15% | 97.9% of census days billing-ready | Billing ledger | Census days that clear the billing-ready test without manual correction. |
| Stability | 15% | 17 move-outs / 404 occupied | Property management system | Move-out rate against occupied units for the period. |
§ Next
Disclosure: all figures on this page are synthetic and illustrative. They are not benchmarks, averages, results, or performance representations, and no dollar-value or clinical-outcome claim is made or implied.