Connect EHR, CRM, Payroll & Accounting Data in Senior Living
Connecting four systems is the easy half. The hard half is deciding which system is authoritative for each fact before you publish a single number. Assign authority per attribute, not per system: the clinical record governs resident identity and assessed level of care, the CRM governs the pipeline up to move-in, payroll and time govern worked and paid hours, and the general ledger governs recognised revenue and posted cost. Physical occupancy of a unit — not an expected move-in date and not a billed day — governs census. Where two systems disagree, the operating record keeps both values with…
On this page
Authority is assigned per attribute. Read each row as a decision the operator makes once and versions, not as a property of any vendor’s software.
Each rule below is written before the disagreement occurs. That is the difference between reconciliation and improvisation.
Coverage describes interface scope. See the integration ecosystem for the full inventory.
The chain itself is set out in the Operator Authority Chain and the object it produces in the operating record .
Key points
- A phased workflow for bringing clinical, CRM, payroll and accounting data into one governed operating record with declared authority and complete lineage.
- Connect each system read-only through its published interface, define the canonical attributes in the operator’s own words, then declare which single system is authoritative for each attribute. The clinical record governs identity and assessed acuity, the CRM governs the pipeline up to move-in, payroll and time govern hours, and the general ledger governs recognised revenue and posted cost. Recon…
- No single system should be. Authority belongs to the attribute, not the platform: each canonical attribute names one authoritative source, and the operating record governs the reconciliation between them. That is why access is not authority — a warehouse that holds all four feeds still has not decided which value the business accepts as true.
- Both values are retained with their lineage. The ledger governs posted cost and payroll governs worked hours; the difference — usually an accrual boundary or a period-cutoff effect — is reported as a reconciliation item with the accrual boundary stated, rather than resolved by adjusting one source to match the other.
- No. The default configuration reads the incumbent clinical system one direction only and changes no clinical workflow, with exactly one authoritative medication administration record at all times. SeniorCRE includes its own EHR and eMAR and can serve as the clinical system of record when an operator chooses that configuration; it is a configuration decision, not a prerequisite.
- Every field carries its source system, source identifier, extraction timestamp and the interface it arrived through, and every derived figure carries the definition version used to compute it. A board number can be traced back through each transformation to the source row in the originating system.
- No. The third-party source-system connector framework is stated at its Product Record maturity state and has been exercised against vendor-documented interfaces and synthetic fixtures. No third-party integration runs in an operator production environment, and connector coverage should be read as scope rather than as a deployment.
https://seniorcre.com/senior-living-data-integration/ehr-crm-payroll-general-ledger