What sets BC Solutions apart is their willingness to go beyond delivering a report and actually diagnosing underlying configuration issues. They fixed those issues as part of the project rather than simply working around them. That kind of thoroughness has earned our trust.
Yvonne Sechler, Senior Operations Analyst, Morningside Elite Management
About Morningside Elite Management
Morningside Elite Management is a women-owned and operated senior living management company headquartered in Setauket, New York. Through its Morningside House Senior Living portfolio, the organization supports assisted living and memory care communities across Virginia, Maryland, Pennsylvania, and Florida while also providing third-party management and advisory services.
That operating model creates a steady demand for reporting that reflects the realities of senior living. Occupancy, admissions, internal transfers, bed utilization, and financial performance all move quickly, and leadership teams need Yardi outputs they can trust for both daily operations and executive review.
For Morningside, this engagement centered on making Yardi Voyager more useful for the people running communities and reviewing financial performance every day.
The Challenge
Morningside needed reporting outputs that matched the way a senior living operator actually tracks residents, beds, and financial performance. Off-the-shelf views were not enough. The operations team needed custom daily visibility into occupancy and move activity, while finance needed a statement of cash flows structure that would balance correctly in Yardi.
- Develop a Room Lead Status report to track occupancy, move-ins, internal transfers, and bed utilization across communities
- Create an Admission/Discharge report that operations teams could rely on for daily decision-making
- Build a custom Statement of Cash Flows account tree that produced balanced output inside the live environment
- Diagnose and correct underlying GL mapping issues, missing headers, and other configuration problems instead of working around them
- Provide ongoing Yardi support for follow-up adjustments, report logic refinements, and day-to-day issue resolution
This was a mix of development, reporting design, and finance cleanup, all inside a senior living operating environment where timing and accuracy matter every day.
The BC Solutions Approach
Over a multi-phase engagement spanning late 2024 through spring 2026, with Missy Ham serving as the lead consultant, BC Solutions approached the work as a series of practical reporting and cleanup projects: identify the operational question, build the right logic in Yardi, then stay engaged long enough to refine the output and resolve the source issues affecting accuracy.
Discovery, kickoff, and support setup
Custom senior living report development
Financial reporting correction and account tree work
Ongoing refinement and production support
The Results
By the end of this engagement, Morningside had more than a few finished reports. The team had senior living-specific operational visibility, a corrected path for statement of cash flows reporting, and a consulting partner willing to trace problems back to the configuration layer when the data did not behave as expected. That combination made the deliverables more durable and more useful.
Multi-Phase Support
Reporting, development, and finance cleanup delivered as one coordinated engagement
2 Custom Reports
Room Lead Status and Admission/Discharge reporting delivered for daily operations
17-Month Span
Support and enhancement work continued from kickoff through production refinement
Cash Flow Tree Corrected
Underlying GL issues were resolved so reporting could balance correctly
Why It Matters
The Morningside engagement shows why senior living operators often need more than a generic report request fulfilled. Good outputs depend on understanding how communities track residents, beds, notice activity, and financial performance, and they also depend on fixing the underlying data structures when something is off.
Senior living reporting needs operational nuance.
Occupancy in senior living is more than a headcount. Move-ins, move-outs, transfers, notices, waitlists, and bed availability all affect how operators make decisions. Morningside needed reporting logic that respected those realities.
Fixing the source issue is more valuable than a workaround.
When BC Solutions found cash account mapping problems and missing GL structure, the team corrected the foundation instead of shipping a fragile workaround.
Custom reports improve when consultants stay involved after launch.
Morningside’s Room Lead Status and Admission/Discharge work did not end at initial delivery. Ongoing refinements around notice logic, waitlist inclusion, move activity, and production updates made the reports more practical for real-world use.
One partner handling support and development reduces friction.
Because BC Solutions handled both technical development and follow-up support, Morningside did not have to split ownership between separate vendors. That made it easier to move from issue identification to a durable fix.
Need senior living reporting that actually reflects how your communities operate?
BC Solutions helps senior living operators strengthen Yardi reporting, resolve configuration issues at the source, and keep finance and operations teams aligned with more usable data.