Census & Occupancy Reporting
A done-for-you behavioral health automation built for the Facility Director, connecting Google Sheets so the work below happens on its own.
What this automation does, step by step
This automation automatically compiles daily census and occupancy data into the reports required for licensing and ownership review.
A manual nightly headcount tally, prone to being off by the time anyone actually reads it, becomes an always-current dashboard.
- Kipu or Alleva
- Zapier or Make.com
- Google Sheets
Using different software? We build around what you already have, so you never have to switch tools to automate.
The manual way vs. the automated way
Without automation
Done manually, a facility director has to remember to follow up on every case individually, often relying on memory, phone calls, and whatever notes didn't get lost. It's the kind of work that quietly eats hours every week.
With this automation
- Daily and weekly digests delivered automatically
- Threshold alerts when a key number moves
- Dashboards fed directly from your systems
- Client and owner reports assembled without copy and paste
Often built alongside this one
Weather Cancellation Notification
When weather conditions meet the facility's own cancellation criteria, checked automatically against a live forecast, this automation automatically…
Dynamic Customer Segmentation Refresh and Reporting
Every Sunday night, a scheduled Zapier workflow pulls the latest purchase, engagement, and support data from the CRM and recalculates each…
Monthly Client Report Auto-Assembly System
On the first business day of each month, this automation pulls performance data directly from Google Ads, Meta Ads Manager, LinkedIn Campaign…
Weekly Agent Performance Dashboard Report
A weekly automated report compiles each agent's pipeline activity, new leads, showings, closings, into a single dashboard delivered straight to the…
Community Service Signup & Quarterly Impact Report System
Community service events are posted with a signup form that captures volunteer name, contact, and any applicable skills or background checks required.
Job Profitability Alert
As labor hours and material costs get logged against a job in real time through the field service app, this automation continuously compares actual…