Inspired Aged Care Residential Management and Community Care

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3 Epicor Senior Living Solution Inspired Aged Care Residential Management and Community Care Epicor is Australia s market leading solution for the aged care industry, currently managing over 50,000 residents. Epicor Senior Living Solution (SLS) has been specifically designed for operators of independent living, residential aged care and community care organisations. The solution provides the functionality required for managing the marketing, administrative, client, workforce management and financial aspects of an aged care organisation in an integrated software system. Epicor Senior Living Solution is now offered via a software as a service (SaaS) deployment model, a cloud-based version of the award winning Next-Generation ERP solution. The SaaS platform offers smaller organisations the same important and relevant functionality used by larger residential aged care and community care service providers, in a format that reduces capital investment, implementation cost and removes many of the IT administrative tasks. With today s business environment, senior care and living operators must be more efficient than ever to provide high quality services while maintaining profitability. Epicor Senior Living Solution is designed and developed in Australia, with customer support based in Melbourne. Epicor SLS offered the most comprehensive solution for our needs, plus it had a lot of value added features. Lachlan Bakewell, Business Solutions Manager Villa Maria Melbourne, Australia

4 Key features of Epicor Senior Living Solution Developed specifically for aged care, community care and senior living organisations Combines key functionality in a single integrated system covering Resident Management, Community Care and Financials Integrates with third-party clinical care and medication management solutions Complies with government legislation for the aged care industry Maintains detailed resident information Flexible, user definable billing capabilities Advanced functionality for financial management and analysis Extensive reports and advanced performance management tools Simplifies business processes and data management Centralised database for all facilities

5 We identified Epicor as an international leader and expert in its field. As a result, we felt confident it would be a great fit for our organisation and could match our specific needs. We realised early on that other products, including SAP, just weren t up to scratch when it came to combining the two capabilities we required the most: resident management and finance. John Stuart, Chief Executive Officer Twilight Aged Care Sydney, Australia

6 for Aged and Innovating Technology Community Care When you invest in Epicor Senior Living Solution, you invest in a highly proven, flexible, and progressive technology platform that scales to meet your aspirations. The solution delivers software updates catering to legislative changes and Medicare s online claiming system while offering advanced third-party integration capabilities linking the Epicor system to external systems for clinical care, medication management and rostering. As a technology innovator, Epicor is a leader in the adoption and delivery of Web services as well as the development of model-driven, service-oriented architectures. Our advanced solutions inspire and enable your company s growth, and provide the agility to match your changing business environment. Epicor is built upon a business architecture providing a rich user experience, affording opportunities for greater user collaboration and productivity. Offering new levels of extendibility and scalability, it is a technology asset that meets a company s requirements today, yet remains flexible enough to accommodate opportunities in the future. Epicor has a long, successful history of innovation and leading-edge technology adoption, particularly through our partnership with Microsoft. Epicor has a close working relationship with Microsoft, enabling us to be one of the first enterprise providers to deliver solutions leveraging Microsoft technologies. Our expertise leveraging the Microsoft.NET Framework and Web services allows us to offer complete solutions that can be implemented on-premise, hosted, or in the cloud. Then, as business conditions dictate, the solution can evolve as well scaling to meet the opportunities of growth, entering new markets, increased competition and adapting to maximise efficiency and profits.

7 We looked at a range of financial packages and integrated software and we felt Epicor was more open to cater to the expansion of the business. We wanted to make sure we had a solution that would grow with us and also provide support if we expand into other areas which may not necessarily be aged care specific. Trevor Weller, Finance Manager Huon Eldercare Tasmania, Australia

8 Twilight Epicor Success Story Aged Care Leading aged care organisation, Twilight Aged Care, improves access to company data, patient information, and claiming processes with Epicor Senior Living Solution. Background Twilight Aged Care (TAC) is a not-for-profit aged care organisation, established as a private charity in With 160 residents, TAC s primary aim is to provide homes to men and women who need care and to offer support to their families. Challenge John Stuart was appointed as Chief Executive Officer of TAC in He conducted an initial analysis of the management issues facing the organisation and identified a number of problems. He found that the organisation s business processes could be improved through better information management. The most pressing issue was the fragmentation of information relating to residents in the hostels and the laborious manual processes relating to the management of financial information. We really lacked a centralised system whereby we could effectively manage all resident and client data, as well as our financial data, including subsidies provided by the government. We needed something that could operate across all four hostels. A robust financial and CRM system was critical to the future integration of related systems, said Stuart. Solution Stuart explains why TAC selected Epicor Senior Living Solution: We identified Epicor as an international leader and expert in its field. As a result we felt confident it would be a great fit for our organisation and could match our specific needs.

9 Benefits TAC has experienced substantial benefits since implementing Epicor SLS. The Epicor system has allowed for a consolidation of information across the TAC group via a single point of reference and has eliminated the double entry of data giving the business a much greater confidence in the integrity of its information. We are now in a position to analyse data and add value to the information. Access to information has been the biggest benefit achieved and in particular allows us to have a manager or registered nurse on call to assist staff with managing clinical problems. Managers can also access all information on a resident from their remote site or from home. With the increased complexities of information management requirements in the aged care industry, it was important that TAC s systems allowed them to put their energy into value-add business processes. We are in a position where we can take advantage of industry changes and new trends. In 2010 we purchased a new home and we were able to integrate the information and operations of the site with the organisation s overall processes almost immediately. The systems we now have in place allow us to grow and expand in the future with little trepidation, explains Stuart.

10 Resident Marketing Management Resident Opportunity Marketing Management Management Admissio Marketing Management Prospect Management Trust Acc Opportunity Management Opportunity Management Waitlist Management Bond Ma Performance Management Prospect Prospect Management Lead Management & Referral Tracking Online C Waitlist Management Waitlist Management Advanced Performance Financial Reporting ACFI Ma Performance Management Management Budgeting, Planning, and Forecasting Lead & Referral Lead Tracking & Referral Tracking Operational Advanced Data Store Financial Advanced and Data Reporting Warehousing Financial Reporting Budgeting, Planning, Budgeting, and Planning, Forecasting Scorecards and and Forecasting KPIs Operational Data Operational Store and Data Store Trackers Warehousing and and Data Dashboards Warehousing Scorecards and Scorecards Crystal KPIs Report and KPIs Trackers and Dashboards Trackers and Dashboards Crystal ReportCrystal Report Re Productivity Tools Productivity Document Management Productivity Tools Tools Business Process Management Document Management Document Management Business Process Business Management Process Management Workforce Management Workforce Workforce Management Human Resources Management Time & Attendance Human Resources Human Resources Time & Attendance Time & Attendance *Partner Solution *Partner Solution*Partner Solution Project Management Project Management Project Task Management Management Project Accounting Task Management Task Management Actual vs. Budget Project Accounting Project Accounting Actual vs. Budget Actual vs. Budget Procurement Procurement Purchasing Procuremen Requisition and Ap Purchasing Purchasing Requisition and Requisition Approval an Business Business Archite Service-O Microsoft Service-Oriented Web Acce Ar Microsoft Operating.NET Fra Web Access, SaaS, Mobile Ho Operating System a SaaS, Hosted, and O

11 t Resident Management Resident Information Admission, Transfer, and Departure Management Trust Accounting Bond Management Resident Management Billing Online Claiming Resident Information ACFI Management Admission, Transfer, and Departure Management Independent Living Trust Accounting Payment Reconciliation Bond Management Aged Billing Care Billing Online Claiming Expected Funding ACFI Management Funding Reconciliation Independent Living Bond Retention Payment Reconciliation Aged Care Billing Deferred Management Fees Expected Funding Community Care Billing Funding Reconciliation Bond Retention Deferred Management Fees curement d Approval urchasing equisition and Approval Facilities Management Accommodation/Unit Management Maintenance Facilities Management Management Equipment Tracking Accommodation/Unit Management Maintenance Management Equipment Tracking Community Care Billing Financial Management General Ledger Accounts Payable Accounts Financial Receivable Management Cash Management General Ledger Asset Management Accounts Payable Multi Company Accounts Receivable Multi Currency Cash Management Community Care Case Management Care Community Plans Care Service Plan Management Case Management Assessments Care Plans Service Delivery Client Conditions Assessments Reporting Broker Management Service Delivery Mobile Device Applications Asset Management Multi Company Multi Currency Service Plan Management Client Conditions Reporting Broker Management Mobile Device Applications Business Architecture Service-Oriented Architecture Microsoft.NET Framework Web Access, Mobile Access, Web Services Operating System and Database Independence SaaS, Hosted, and On-Premise Delivery Business Process Management Information Worker Service Connect Portal Web 2.0 Global Business Management Multicompany Management Multicurrency Management Global Multisite Management

12 Epicor Human Capital Management Epicor offers embedded global HR functionality with a best-in-class HCM solution. Epicor Human Capital Management (HCM) is the most intuitive, functional, and adaptive HCM solution on the market. We ve defined the nextgeneration of HCM solutions, with a full range of deployment models, and backed it with the best service in the industry to provide an unparalleled Human Resource Management System (HRMS). An aging population, skilled labour shortages, declining birth rates and low work participation of people over 55 are just some of the challenges facing Australian and New Zealand employers. Skilled workers don t want to be treated like everybody else they want a tailored solution to support their continued training and education, and career progression.

13 Epicor HCM is available both as an integral part of Epicor ERP or Epicor Retail solutions, and as a cutting-edge standalone HRMS solution. Furthermore, Epicor HCM solutions provide the broadest flexibility, enabling you to implement and finance your HCM solution in the most appropriate way for your business. Available as on-demand software as a service (SaaS), hosted, or on-premise license, Epicor HCM can be deployed according to your requirements without compromising functionality.

14 Epicor Mobility Your Competitive Advantage in Community Care and Residential Management The image of the traditional ERP system doesn t match with the powerful mobile devices and flexible software solutions empowering today s community care and residential management organisations. Enterprise mobility is about flexibility, providing easy access to information and processes to employees wherever they are located. It can encompass everything from the integration of mobile phones into a corporate telephone system to vertically oriented solutions involving the quick delivery of productivity enhancing information to remote workers. With the rapid expansion of mobile devices, you should make sure that your ERP solution can handle deploying information and transactions to mobile devices seamlessly. Epicor Mobile enables businesses to easily deploy and manage mobile devices and services to many users and disparate geographies. Epicor Mobile offers a range of methods for mobile access to Epicor Senior Living Solution through web browsers and smart applications on mobile devices.

15 Epicor Senior Living Solution Software as a Service (SaaS) ERP Epicor Senior Living Solution is now offered via a software as a service (SaaS) deployment model, a cloud-based version of the award winning Next-Generation ERP solution, enabling customers to eliminate inefficient systems without the big IT costs or infrastructure headaches. More importantly, it enables businesses to focus on their core business operations instead of managing IT. Instead of requiring aged care and community care operators to make significant investments in infrastructure and software licences, the SaaS framework enables the software to be deployed from a purpose built data centre. Professional hardware maintenance and a help desk are also provided through the data centre. The SaaS platform offers smaller organisations the same important and relevant functionality as used by larger residential aged care and community care service providers, however the SLS SaaS solution is specifically configured to suit the needs of smaller aged care organisations, reducing capital investment, implementation cost and removing many of the IT administrative tasks. As an organisation evolves and grows, Epicor SaaS ERP can simply scale with them. The SaaS software is exactly the same software as used for on-premise implementations, so if a customer decides to change to another deployment model it s much easier to make the move.

16 When we went to market it was for a resident/ client management system that would interface to our Oracle back office system. But having seen how good Epicor is, we made the decision to run everything on it as a totally integrated system. The reduced operating costs and increased functionality should deliver a strong payback to Brightwater. Bret Campbell, Manager Strategic Finance Brightwater Care Group Perth, Australia

17 Epicor Innovation that Inspires Epicor delivers an entirely new approach to business software. We inspire businesses by offering choices and unprecedented flexibility. Epicor solutions free our customers from focusing on technology to focusing on what they do their core, revenue-generating activities. Epicor provides end-to-end solutions coupled with the technology expertise you need to increase operational efficiency and drive competitive advantage. With more than 40 years of experience in delivering innovative, award-winning solutions to our customers, Epicor is a visionary and stable partner you can rely on now and in the future. More than 20,000 customers in more than 150 countries rely on Epicor to help them meet business challenges today, and empower them for even greater success tomorrow. Epicor can reinvent your organisation, whether you conduct business locally, regionally, or internationally. Epicor has been a key player in the Australian business software market for well over a decade. With more than six offices across Australia and New Zealand, the Epicor team numbers more than 100 people and serves more than 600 customers. By delivering a complete range of business software solutions along with a single point of accountability, our customers can achieve operational excellence and sustained market leadership. Headquartered in California, Epicor spans the globe, with more than 4,000 dedicated professionals in offices across the Americas, Europe, Africa, Asia, and Australia.

18 Epicor Software Australian and New Zealand Contact Information Epicor has a local team of employees that provide sales, services and support to customers throughout Australia and New Zealand. Contact details for Epicor regional offices are listed below, or visit Regional Main Office Sydney Lvl 34, Greenwood Plaza 101 Miller Street North Sydney NSW 2060 Phone: Fax: Melbourne Level 12, South Tower 459 Collins Street Melbourne VIC 3000 Australia Phone: Brisbane AMP Place Level 24, 10 Eagle St Brisbane QLD, 4000 Australia Phone: Fax: Perth Level 27, St Martins Tower 44 St Georges Terrace Perth, WA 6000 Australia Phone: Adelaide Suite 1, 27 College Road Kent Town, SA 5067 Australia Phone: Fax: New Zealand Level 9, 20 Amersham Way Manukau 2104 Auckland New Zealand Phone: Fax:

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20 About Epicor Epicor Software Corporation is a global leader delivering business software solutions to the manufacturing, distribution, retail, and service industries. With more than 40 years of experience, Epicor has more than 20,000 customers in over 150 countries. Epicor solutions enable companies to drive increased efficiency and improve profitability. With a history of innovation, industry expertise, and passion for excellence, Epicor inspires customers to build lasting competitive advantage. Epicor provides the single point of accountability that local, regional, and global businesses demand. For more information, visit Contact us for more information on Epicor Products and Services solutions@precisebusiness.com.au Corporate Office 804 Las Cimas Parkway Austin, TX USA Toll Free: Direct: Fax: Latin America and Caribbean Blvd. Antonio L. Rodriguez #1882 Int. 104 Plaza Central, Col. Santa Maria Monterrey, Nuevo Leon, CP Mexico Phone: Fax: Europe, Middle East and Africa Precise EMEA 6-8 Market Place Reading RG1 2EG Berkshire United Kingdom Phone: Asia 238A Thomson Road #23-06 Novena Square Tower A Singapore Singapore Phone: Fax: Australia Precise Business Solutions Level 1, 116 Hobart St. Mt. Hawthorn, WA 6016 Australia Phone: Fax: The contents of this document are for informational purposes only and are subject to change without notice. Epicor Software Corporation makes no guarantee, representations or warranties with regard to the enclosed information and specifically disclaims, to the full extent of the law, any applicable implied warranties, such as fitness for a particular purpose, merchantability, satisfactory quality or reasonable skill and care. This document and its contents, including the viewpoints, dates and functional content expressed herein are believed to be accurate as of its date of publication, March As each user of Epicor software is likely to be unique in their requirements in the use of such software and their business processes, users of this document are always advised to discuss the content of this document with their Epicor account manager. The usage of any Epicor software shall be pursuant to the applicable end user license agreement and the performance of any consulting services by Epicor personnel shall be pursuant to applicable standard services terms and conditions. Usage of the solution(s) described in this document with other Epicor software or third party products may require the purchase of licenses for such other products. Epicor, Business Inspired, and the Epicor logo are trademarks or registered trademarks of Epicor Software Corporation, registered in the United States and certain other countries. Microsoft is a registered trademark of Microsoft Corporation in the United States and/or or other countries. Oracle is a trademark of Oracle Corporation. SAP is a trademark of SAP AG. All other trademarks mentioned are the property of their respective owners. Copyright 2013 Epicor Software Corporation. All rights reserved. No part of this publication may be reproduced in any form without the prior written consent of Epicor Software Corporation.