DEMONSTRATION — illustrative sample data only. Not real residents and contains no Heritage PHI.
What this is
Every week your Health Services team manually pulls data from Yardi and QuickMar to find residents at risk.
SeniorOps reads those same exports automatically and produces this meeting-ready report in seconds —
ranking every resident, explaining each concern in plain language, and flagging two things that cost money today:
① Clinical risk caught early
Falls, condition changes, low O₂, medication refusals — surfaced before they become a hospitalization.
② Care-level reviews (revenue)
Residents whose acuity has outgrown their billed care level — the under-billing Operations flagged.
1Upload the 8 CSV exports your staff already pull from Yardi & QuickMar.
2SeniorOps scores and ranks every resident against your risk rules.
3Walk into the Spotlight Meeting with this — prepared in minutes, not hours.
$50,000+/mo·
100–500 staff hours
— Heritage's own estimate of the manual effort this replaces. Health Services' #1 automation priority.
This week SeniorOps reviewed 68 residents in seconds and surfaced the
2 who need immediate attention — the same review by hand, across Yardi and
QuickMar, takes a nurse an estimated 6+ hours every week, per community.
1
Resident A
Room 101 · AL Enhanced · Age 84
100
Recent fall (2 in 7 days)Multiple falls (2 in 30 days)Change in condition (2 notes in 7 days)High med refusal (60% of scheduled, 7 days)Assessment overdue (17 days)PRN overuse (3 in 7 days)Recent medication change (1 in 7 days)Moderate weight loss (3.5%: 142→137 lbs)
Resident A has experienced 2 fall(s) in the last 30 days, a documented change in condition, a high medication-refusal rate, among other concerns. Staff response: 1 medication order change(s) were made; a quarterly assessment is overdue. Acuity appears to be rising — recommend reviewing care level (AL→MC).
💲 Care-Level Review advisory — pending clinical sign-off
Assisted Living → Memory Care
- 5 red clinical flags this period
- 1 medication escalation (Lorazepam 0.5mg)
- New-onset confusion documented
- PRN psychiatric medication 3× this week
Recommended actions
- Complete overdue assessment
- Revise fall-prevention plan
- Physician reassessment
- Investigate medication-refusal pattern
- Monitor response to recent medication change
- Review PRN usage with physician
- Nutrition review; trend weight weekly
- Family care conference — responsible party (402-555-0142)
- Care-level review: Assisted Living → Memory Care
2
Resident B
Room 220 · AL Enhanced · Age 86
78
Change in condition (2 notes in 7 days)Low O2 saturation (91% in 7 days)New admission (7 days ago)Recent medication change (2 in 7 days)
Resident B has a documented change in condition, a low oxygen reading (91%), a recent admission still in its first 14 days. Staff response: 2 medication order change(s) were made. Acuity appears to be rising — recommend reviewing care level (AL→MC).
💲 Care-Level Review advisory — pending clinical sign-off
Assisted Living → Memory Care
- Change-of-Condition assessment 2026-05-27
- 3 red clinical flags this period
- 2 medication escalations (Furosemide 40mg, Carvedilol 12.5mg)
Recommended actions
- Physician reassessment
- Monitor response to recent medication change
- Family care conference — responsible party (402-555-0512)
- Care-level review: Assisted Living → Memory Care
1
Resident C
Room 215 · MC Comprehensive · Age 87
54
Recent medication change (1 in 7 days)Moderate weight loss (3.6%: 168→162 lbs)Assessment due soon (in 0 days)
Resident C shows items to monitor this week. Staff response: 1 medication order change(s) were made. Continue monitoring and complete any outstanding follow-up.
Recommended actions
- Schedule assessment before due date
- Monitor response to recent medication change
- Nutrition review; trend weight weekly
2
Resident D
Room 108 · MC Comprehensive · Age 86
38
Near fall (1 in 30 days)
Resident D shows items to monitor this week. Continue monitoring and complete any outstanding follow-up.
Recommended actions
- PT reassessment / environmental review
3
Resident E
Room 106 · MC Standard · Age 88
38
Recent medication change (1 in 7 days)
Resident E shows items to monitor this week. Staff response: 1 medication order change(s) were made. Continue monitoring and complete any outstanding follow-up.
Recommended actions
- Monitor response to recent medication change
4
Resident F
Room 109 · MC Standard · Age 85
38
Recent medication change (1 in 7 days)
Resident F shows items to monitor this week. Staff response: 1 medication order change(s) were made. Continue monitoring and complete any outstanding follow-up.
Recommended actions
- Monitor response to recent medication change
5
Resident G
Room 107 · MC Enhanced · Age 87
38
Assessment due soon (in 11 days)
Resident G shows items to monitor this week. Continue monitoring and complete any outstanding follow-up.
Recommended actions
- Schedule assessment before due date