Milford, Massachusetts
Case Study

SALMON Health and Retirement

Multi-Community Yardi Voyager Implementation & Ongoing Support

How BC Solutions converted six senior living communities to Yardi Voyager — from chart of accounts design and EHR integration to custom reporting and recurring operational support

At A Glance

Client: SALMON Health and Retirement
Project: Yardi Voyager Implementation & Ongoing Support
Industry: Senior Living & Healthcare
Timeline: May 2021 – February 2024
Location: Massachusetts (5 campuses)
BC Solutions Team: Dedicated project manager & implementation specialists
Portfolio: 6 senior living communities
Outcome: 6 communities converted, 7+ integrations deployed, multi-year engagement
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We've converted 6 senior living communities to Yardi with BC Solutions, and they've been integral every step of the way — meeting timelines, jumping on calls with no notice, providing whatever support was needed. I recommend them without reservation.

Sean Dunn, CFO, SALMON Health and Retirement

About SALMON Health and Retirement

SALMON Health and Retirement is a family-owned senior care organization with over 70 years of experience across Massachusetts. Founded on Helen Salmon's legacy to "do more," the organization operates five campuses in Medway, Natick, Northborough, Westborough, and Worcester — delivering a full continuum of care from independent living through skilled nursing and rehabilitation.

The portfolio spans multiple care levels under one ownership group: independent living communities (The Willows), assisted living and memory care residences (Whitney Place with the Tapestry memory care program), and skilled nursing and rehabilitation centers (Beaumont). SALMON also operates home health/VNA services, hospice care, and an early education program — each with its own billing requirements, regulatory obligations, and operational workflows.

Managing senior living communities on Yardi requires deep expertise in resident billing, healthcare integrations, and the specialized modules that standard property management firms rarely touch.

The Challenge

SALMON had been running their financial operations on Microsoft Dynamics, a system that lacked the senior living-specific functionality their communities required. As the organization grew, the gap between what the platform could do and what SALMON's operations demanded widened across multiple areas:

  • Resident billing, service charges, and dining fees had no unified workflow — each community handled charges differently, with manual processes that didn't scale
  • Electronic Health Records (EHR) ran separately from the financial platform, creating data silos between clinical and accounting teams
  • Each new community required a full onboarding cycle with unique unit types, service rates, resident data, and banking configurations
  • Vendor management and accounts payable spanned multiple entities with no consolidated procurement or approval process
  • The organization needed integrations across CRM (Enquire), online payments (RentCafe), procurement (P2P/PayScan), supply chain (DSSI), and electronic bill payment — none of which existed in the legacy system

SALMON needed a partner who understood both the Yardi Senior Living modules and the operational reality of running multi-level-of-care campuses — and who could roll out community by community without disrupting resident services.

The BC Solutions Approach

BC Solutions assigned a dedicated project manager supported by a team of implementation specialists. The engagement launched with a kickoff alongside Yardi in May 2021 and established a weekly cadence of touchpoints — internal BCS calls, client calls, and dedicated EHR sessions — that continued throughout the multi-year rollout.

Phase 1

Foundation & First Community Go-Live

Chart of accounts design, validation, and import into Voyager
Charge code configuration for senior living service rates
ETL data migration from Microsoft Dynamics
Medway community: units, residents, vendors, banking — full go-live
7+ formal training sessions covering GL, AP, AR, and user setup
User group creation and Voyager permissions configuration
Phase 2

Module Integrations & Sharon Onboarding

EHR (Electronic Health Records) integration and go-live
RentCafe online portal and payment processing setup
PayScan/P2P procure-to-pay implementation
DSSI supply chain integration
Sharon community fully onboarded as second property
Custom Income Statement reporting tree built and validated
Phase 3

Multi-Community Rollout

Worcester and Natick communities onboarded with full data migration
Enquire CRM integration go-live for lead and resident management
BillPay electronic payment implementation
AP workflow reconfiguration and process documentation
Additional entity data migration (AP, trial balances, open AR)
Comprehensive New Resident Workflow documentation
Phase 4

Ongoing Support & Remaining Communities

Westborough community onboarding with ETL builds and resident migration
Monthly dining and ancillary charge uploads across all communities
Bank reconciliation support and CheckScan resolution
Budget reporting, statement generation, and year-end processing

The Results

Over nearly three years of sustained engagement, BC Solutions transformed SALMON's technology infrastructure from a disconnected legacy system into a fully integrated Yardi Voyager environment purpose-built for senior living operations:

6 Communities

Fully converted to Yardi Voyager across 5 campuses

7+ Integrations

EHR, Enquire, RentCafe, P2P, DSSI, BillPay & more

3-Year Engagement

Deep, sustained consulting partnership from go-live through ongoing support

Unified Platform

Microsoft Dynamics replaced with consolidated Yardi environment

Why It Matters

The SALMON engagement demonstrates what BC Solutions delivers for senior living organizations with complex, multi-community Yardi environments:

Senior living demands specialized Yardi expertise.

SALMON's environment spans Voyager financials, EHR, Enquire CRM, RentCafe, P2P, DSSI, and BillPay. Senior living modules work differently from standard property management — resident billing, service charges, dining fees, and care-level transitions all require configuration that general Yardi consultants rarely encounter. BC Solutions deployed specialists across every module from a single engagement.

Phased multi-community rollouts reduce risk.

Rather than attempting a simultaneous conversion of all communities, BC Solutions onboarded Medway first, stabilized operations, then rolled out Sharon, Worcester, Natick, and Westborough in sequence. Each community brought unique unit types, service rates, and resident data — and each go-live benefited from lessons learned on the previous one.

Integration depth drives operational efficiency.

Connecting EHR to financials eliminated the data silos between clinical and accounting teams. Adding Enquire CRM gave the sales team visibility into the resident pipeline. Deploying P2P and DSSI streamlined procurement across all communities. Each integration compounded the value of the platform — turning Yardi from an accounting system into the operational backbone of the organization.

Ongoing support sustains the investment.

After the initial implementation, BC Solutions continued with monthly dining charge uploads, bank reconciliation support, new property onboarding, and ad hoc troubleshooting. Senior living operations generate new questions every month — new residents, changing service levels, regulatory updates — and having a dedicated team that already knows the environment means faster resolution and fewer disruptions to care.

Running senior living communities on Yardi?

Contact BC Solutions to discuss how we can support your platform across every community and care level.