How does SeniorCRE manage discharge — planned and unplanned — through to financial close?
Design target · Expected outcome
Final invoices in 5 days, not 30
Design target modeled from workflow design. No operator community has been measured, no approved Evidence Record supports it, and business outcomes remain contributory — figures are targets, not results. See Industry Findings for methodology.
Incumbents this workflow touches
Performs in-platform: Five-system discharge: clinical, dietary, BOM, family, payer
Integrates with (Tier 3): PointClickCare · MatrixCare · Yardi AR · Hospice / home-health partners
SeniorCRE does not “replace” the EHR. Where PointClickCare, MatrixCare, Yardi, or OnShift are in place, the workflow runs on top of the existing record via integration.
The problem
Discharges are the messiest event in the resident lifecycle. Personal belongings, medication returns, family communication, final billing, refund of unused prepay, and notification of payers and physicians often happen in five different systems and with one person trying to coordinate them all.
How the platform runs it
A discharge workflow handles the full sequence: clinical handoff to the receiving setting (hospital, home, hospice), medication reconciliation, belongings inventory, family notifications, room turnover scheduling, final invoicing, and prepay reconciliation. Each step has an owner and a deadline.
On the shift
A discharge is scheduled for Friday. The discharge planner runs the workflow: physician orders for the destination, medication reconciliation against the new setting’s formulary, equipment needs communicated, family education completed, follow-up appointments scheduled. The final invoice generates inside five business days of the move-out. The 30-day discharge call captures outcomes that feed both QAPI and the marketing team’s referral-network conversations.
What the outcome looks like
Final invoices land within five business days instead of thirty. Family complaints about the discharge process drop sharply. Room turnover to next move-in compresses.
What goes wrong without it
On a manual discharge process, the final invoice goes out 30 to 45 days after the move-out because the charges are still being reconciled across systems. The 30-day readmission to the hospital is invisible because nobody made the call. The pattern that a particular discharge destination correlates with rapid readmissions is never seen, so the referral relationships keep sending the wrong residents there.
Show me the evidence
Operators do not buy claims. They buy proof. If anything on this page reads as aspirational, ask us to walk you through the surface in production for a community at your acuity and payer mix.
Where this connects in the platform
Every admissions workflow runs on the same record. These are the feature pages, head-to-head comparisons, and pillar articles that go deeper on the surfaces this workflow touches.
Feature surfaces
Compared head-to-head
Admissions and CRM references
Admissions workflows on this page reflect the Pre-Admission Screening and Resident Review (PASRR) requirements, HIPAA marketing rules for referral sources, and CMS hospital discharge planning Conditions of Participation.
- Hospital Discharge Planning Conditions of Participation — Final Rule
CMS / Federal Register
Sets the discharge planning timelines and the patient-choice requirements that drive referral channel design.
- PASRR — Preadmission Screening and Resident Review
Medicaid.gov
Federal screen required before Medicaid-funded SNF admission; gates the workflow for serious mental illness and intellectual disability.
- HIPAA Marketing Rule (45 CFR 164.508(a)(3))
eCFR
Governs how referral relationships, sponsorships, and patient outreach can be structured without violating authorization rules.
- F-622 — Transfer and Discharge Requirements
CMS
The interpretive guidance for resident-initiated and facility-initiated discharges that bookend the admissions lifecycle.