Overview
This glossary provides definitions for terms and concepts used throughout Seniorverse. Use this reference when you encounter unfamiliar terminology while working in the platform. Terms are organized alphabetically for quick lookup.
How to Use This Glossary
- Browse by letter — Scroll to the appropriate letter section to find your term
- Search the page — Use your browser's search function (Ctrl+F or Cmd+F) to quickly find a specific term
- Cross-references — Some definitions reference other terms; look those up for additional context
A
Activity A planned event or program offered to members at the center, such as exercise classes, arts and crafts, or social gatherings. Activities are scheduled through the Planner and can be recurring.
Admin Tasks A dedicated inbox in the Care module showing outstanding administrative items that require attention, such as expiring assessments or missing documentation.
Advance Directive A legal document stored in a member's profile that specifies their healthcare wishes if they become unable to communicate. This includes preferences for medical treatment, resuscitation, and end-of-life care.
Allocation (Payment) The process of applying a received payment to one or more specific invoices. When a payment is allocated, it reduces the outstanding balance on the designated invoice(s).
Assessment A formal evaluation of a member's physical, cognitive, or social needs. Assessments are completed periodically and are used to develop and update care plans. Common assessments include intake evaluations and annual reviews.
Attendance A record of when members are present at the center. The attendance system tracks check-ins, check-outs, absences, and cancellations for each scheduled day.
Attendance Event A specific occurrence within the attendance system, such as a check-in, check-out, absence, or cancellation. Each event is timestamped and associated with a member.
B
Benefit Type A funding source or coverage category that pays for a member's services, such as Medicaid, Veterans Affairs (VA), or Private Pay. Members may have multiple benefit types active at different times.
Billing Plan A configuration that determines how services are billed for a member, including rates, frequency, and which benefit type is charged. Each member is assigned a billing plan based on their coverage.
Board / Column View A visual layout that shows items as cards organized in columns. In the Outreach module, Pipelines use this layout to show contacts and prospects moving through stages.
C
Care Module The section of Seniorverse focused on daily member care activities, including attendance, vitals, medications, meals, and care tasks. This is where clinical and care staff spend most of their time.
Care Plan A documented plan outlining the specific care and services a member will receive based on their assessed needs. Care plans include goals, interventions, and the staff responsible for each area of care.
Care Task An individual action or service that staff must complete for a member, such as administering medication, assisting with personal care, or completing a health check. Care tasks are managed on the Tasks page and can be routed to staff using Task Roles.
Center A physical Adult Day Care location managed within Seniorverse. Organizations may operate one or multiple centers, each with its own staff, members, and schedules.
Check-In The process of recording a member's arrival at the center for the day. Check-in captures the time of arrival and may include additional information such as who accompanied the member.
Check-Out The process of recording a member's departure from the center. Check-out captures the departure time and may include notes about who picked up the member or any observations about their condition.
Connect / Connect User Connect is the family-facing side of Seniorverse (the Family Portal). A Connect user is a family member or guardian granted access to view a specific member's care information. Connect users are managed from Connect Users in the Center module.
Credit Memo A document that reduces the amount a member owes. Credit memos are applied to invoices when adjustments are needed, such as correcting billing errors or providing refunds for services not rendered.
D
Demographics The personal information section of a member's profile, including name, date of birth, address, emergency contacts, and other identifying information.
Diagnosis A medical condition documented in a member's health record. Diagnoses are coded using ICD-10 codes and inform care planning and service delivery.
DNR (Do Not Resuscitate) A medical order indicating that cardiopulmonary resuscitation (CPR) should not be performed if a member's heart stops. DNR status is prominently displayed in the member's profile for quick reference by staff.
E
Event (Planner) A scheduled activity, program, or appointment in the center's calendar. Planner events can be one-time or recurring and may be assigned to specific groups of members.
Event (Member) A significant occurrence in a member's record, such as a fall, behavior incident, health change, or family visit. Member events are documented for care coordination and compliance purposes.
F
Face Sheet A printable summary document containing essential member information including demographics, emergency contacts, diagnoses, allergies, medications, and advance directives. Face sheets are commonly used for external communication and emergency reference.
Family Portal A separate login area where authorized family members or guardians can view information about their loved one, including schedules, care updates, and photos shared by the center.
Feature Flag An administrative setting that enables or disables specific functionality within Seniorverse. Feature flags allow organizations to customize which capabilities are available to their staff.
Form Template A reusable form or assessment definition used in the Care module. Form templates are managed on the Form Templates page and are filled out for individual members as forms and assessments.
Finalize (Invoice) The action of locking an invoice for payment processing. Once finalized, an invoice cannot be edited and is ready to be submitted to payors or sent to families for payment.
G
Glucose (HI/LO) A vital sign measurement indicating blood sugar levels outside the normal range. HI indicates high blood glucose (hyperglycemia) and LO indicates low blood glucose (hypoglycemia). These values trigger alerts in the system.
Group A collection of members organized for a common purpose, such as an activity group, dietary group, or transportation route. Groups simplify scheduling and care coordination.
I
ICD-10 The International Classification of Diseases, 10th Revision. This standardized coding system is used to document member diagnoses in a format recognized by healthcare providers and payors.
Incident An unexpected event that affects a member's health or safety, such as a fall, injury, or behavioral event. Incidents are formally documented with details about what occurred, contributing factors, and follow-up actions.
Invoice A billing document requesting payment for services rendered to a member. Invoices list the services provided, dates of service, rates, and total amount due.
Invoice Line An individual item on an invoice representing a specific service or charge. Each line includes a description, date, quantity, rate, and amount.
L
Lead A prospective member or family who has expressed interest in the center's services but has not yet enrolled. Leads are tracked in the Outreach module through the intake pipeline.
Learning Path A structured sequence of help articles and training materials designed for a specific role. Learning paths help new staff members learn the system efficiently based on their job responsibilities.
M
MAR (Medication Administration Record) A legal document that tracks all medications given to members. The MAR shows scheduled medications, dosages, times administered, and the staff member who administered each dose.
Meal Completion A record of how much of a served meal a member consumed. Meal completion is typically recorded as a percentage or category (such as "all," "most," "some," or "none") and may include notes about preferences or concerns.
Member An individual enrolled in the Adult Day Care center's program. Members receive care and services at the center and have comprehensive profiles in Seniorverse containing their health information, care plans, and daily records.
Module A major functional section of Seniorverse with related features. The six modules are Care, Billing, Reception, Outreach, Reports, and Center. Each module has its own pages and permission-based access.
N
NKA (No Known Allergies) A designation in a member's health record indicating they have no documented allergies to medications, foods, or environmental factors. This appears on the face sheet and medication records.
Nurse Note A clinical documentation entry written by a nurse or licensed healthcare professional. Nurse notes record assessments, observations, interventions, and member responses related to health care.
O
Outreach (Outreach & Relationship Management) The module in Seniorverse for managing prospective members and community relationships. Outreach includes lead tracking, pipeline management, contacts, and organizations for converting inquiries into enrolled members. Displayed in the platform as Outreach; you may also see it referred to internally as ORM.
P
Payor An organization or entity responsible for paying for a member's services. Common payors include Medicaid, Medicare, Veterans Affairs, long-term care insurance companies, and managed care organizations.
Permission An access right that determines what a user can see and do within Seniorverse. Permissions are assigned through roles and can be customized by administrators.
Pipeline A workflow in the Outreach module that tracks prospects through stages of the enrollment process, from initial inquiry to active member. Each pipeline has defined stages that represent progress toward enrollment.
Planner A page in the Care module for scheduling and managing events and activities. The Planner provides calendar views and helps staff coordinate daily programming.
Primary Stage The main progression milestone in a pipeline. Primary stages represent major phases of the prospect journey, such as "Inquiry," "Tour Scheduled," "Assessment Complete," and "Enrolled."
Private Pay A payment arrangement where the member or their family pays directly for services rather than through insurance or government programs. Private pay rates and billing cycles may differ from other benefit types.
R
Reception A module in Seniorverse focused on front desk operations, providing a streamlined interface for quick member check-in and check-out.
Recurring (Event) An activity or event that repeats on a regular schedule, such as daily, weekly, or monthly. Recurring events are created once and automatically populate the calendar for future dates based on the defined pattern.
S
Scope A named permission that grants access to a specific feature, page, or action (for example, Care:Members or Center:User:Invite). Administrators assign scopes to each user per center. See the Permissions Reference for the full list.
Service Plan A document outlining the specific services authorized for a member by their payor. Service plans specify what services can be billed, at what rates, and for what duration.
Stage (Pipeline) A step in an Outreach pipeline representing a prospect's current status in the enrollment process. Stages help staff track where each lead is in their journey and what actions are needed next.
Status (Invoice) The current state of an invoice in the billing workflow. Common statuses include Draft, Finalized, Submitted, Paid, and Void.
Status (Member) The current enrollment state of a member. Common statuses include Active (currently attending), Inactive (not currently attending but not discharged), and Discharged (no longer enrolled).
Sub-Stage A more detailed step within a primary pipeline stage. Sub-stages allow for granular tracking of progress without cluttering the main pipeline view.
T
Task Log A record on a member's profile showing care tasks associated with that member. Access is controlled by the Care:MemberEdit:Task Log:View permission.
Task Role A label used to route care tasks to the right staff, separate from module and page permissions. A user with no task roles (Default) can access all tasks; a user with "All" can access everything; otherwise a user only handles tasks that match one of their assigned roles. See the Permissions Reference.
Tier (Priority) A classification indicating the urgency or importance level of an item. In the help center, tiers indicate article priority. In care contexts, tiers may indicate acuity or service intensity.
Transportation The service of transporting members to and from the center. Transportation scheduling is managed through the Planner, including route planning, vehicle assignments, and pickup and dropoff times.
U
Unallocated (Payment) A received payment that has not yet been applied to specific invoices. Unallocated payments appear in the billing system and must be allocated to reduce member balances.
V
VA (Veterans Affairs) The U.S. Department of Veterans Affairs, a government agency that provides benefits and services to military veterans. VA may pay for Adult Day Care services for eligible veterans.
Vitals Measurements of a member's basic health indicators, including blood pressure, heart rate, temperature, weight, and blood glucose. Vitals are recorded regularly and tracked over time to monitor health trends.
Void (Invoice) The action of canceling an invoice so it no longer appears as owed. Voided invoices are removed from accounts receivable but remain in the system for record-keeping purposes.