How to Automate Yardi

The Yardi Senior Living Suite keeps census, care and billing on one platform

Senior living runs on two numbers that move every week: how many apartments are occupied, and what level of care each resident needs. Yardi sells several property management products, Voyager and Breeze among them, and for senior housing it sells the Yardi Senior Living Suite, built on Yardi Voyager Senior Housing.

Voyager Senior Housing is the suite's accounting and resident billing base, holding the resident ledgers and the charges that become statements. The Care Suite keeps care plans, medication administration and health records. Families follow along through a family portal, and Senior IQ sits on top with dashboards. Yardi's pitch to independent living, assisted living and memory care operators is one platform for senior housing operations, occupancy and care.

The executive director watches the census. The billing office in each community turns the charge schedule into statements every month.

A care-level change has to reach the statement before it goes out

A resident's needs change faster than a lease does. After a reassessment moves someone from one assisted living level to the next, the billing office has to move the charge with it. A month of therapy sessions, incontinence supplies and guest meals turns into ancillary charges that ought to match the service records, and a recurring fee that ran last month and is missing this month goes uncollected.

On Monday the regional director wants occupancy by care level for every building, the move-outs expected in the next thirty days and the move-ins that will fill them, and someone pulls it together from each community's census. Before statements go out, the billing office in each community works through the charges by hand for every resident.

Yardi

The Monday census, by care level Occupied and vacant units in independent living, assisted living and memory care, plus scheduled move-outs, in the tracker and a leadership digest.

Billing exceptions before statements Care-level changes, ancillary charges and missing recurring fees checked for each resident and listed by issue for the billing team.

Families told before the statement arrives A plain-language note drafted when a care-level change raises a resident's charges, for the executive director to review and send.

Senior IQ shows the numbers to whoever opens the dashboard

Senior IQ gives staff role-based dashboards that draw on care data, such as assessment scores, care minutes and service recommendations, and on finance data, including the residents with payments past due. It also benchmarks each community against NIC MAP data. Because leads, care and accounting share one platform, a move-in, a care plan in the Care Suite and a ledger in Voyager all describe the same resident.

The dashboards answer whoever opens them. The regional director who wants the Monday census in front of leadership, the billing lead who wants the exceptions listed before the close, and the family asking why this month's statement is higher all need the numbers brought to them. The pre-billing review itself, each resident's charges set against what changed in the month, is work the billing office does community by community before every billing run.

Leadership sees Monday's census by care level before the ops call

Each Monday morning, the operations lead opens a digest of the current census for every community: occupied and vacant units by care level, the residents with a move-out scheduled in the next thirty days, and the move-ins already confirmed to fill them. The regional director's occupancy tracker has this week's row, with any care level below its target flagged.

Before each billing run, the billing lead opens a Google Sheet of the month's exceptions for every community: care-level changes not yet in the charge schedule, ancillary charges without a matching service record, a recurring fee present last month and missing now. Each row carries the resident, the room, the issue, the expected amount and the amount billed, marked Open, and an alert tells the billing team how many rows are waiting.

When a care-level change raises a statement, the executive director reviews a plain note to the family, drafted to explain the new level and the new charge, before the statement arrives.

One Yardi login covers both the census digest and the billing review

Before each close, a regional billing lead goes through every community's charges in Yardi, resident by resident. WebRun is an AI agent that works a real Chrome browser, signed in as you. For each community, with a Yardi login set up for the job, it reads the census and the resident charges in Yardi, then writes the tracker row, the review sheet and the Monday digest.

It posts no charge, changes no care level and opens no clinical record: give it a Yardi login limited to census and billing, and it sees nothing else. Corrections stay with the billing team, and a note to a family is a draft for the executive director.