This article is a general overview of the updated operator portal. A great place to start for all new to the system.
Sunbound Operator Portal Overview
1. Select the correct location/account 0:09
- If you can access multiple locations, use the logo in the top-left to open the account/location dropdown.
- Choose the location you want to view.
- If you only have one location, you’ll automatically stay in that account.
2. Review the Private Pay cycle stages 0:27
- In the left-hand menu, open Private Pay.
- The portal organizes work into three cycle stages:
- Preview: from statement generation until autopay runs.
- Collect: while funds are being collected.
- Review: for open items, missing payments, and follow-up needs.
- Use these stages to understand where residents are in the payment process.
3. Use the task dashboard to track work 0:57
- The operator portal aligns tasks directly in the system.
- You can quickly see items such as:
- Failed payments
- Leftover tasks
- Move-ins and move-outs
- Account setup needs
- Disputes and other exceptions
- This helps you prioritize what needs attention during the cycle.
4. Manage resident accounts 1:24
- Go to Accounts to view every resident in your community, whether or not they use Sunbound.
- When residents are added in your EHR, Sunbound can bring in their statement and help get them signed up.
- Use the Create Account option in the top-right dropdown for new move-ins.
- To set someone up, collect:
- Their name
- Email address
- Phone number
- Banking information
- It’s best to gather this during move-in so you don’t have to chase it later.
5. Update account details and resident actions 2:04
- Click a resident’s name to open their account details panel.
- From there, you can take common actions such as:
- Adding additional payers
- Setting up autopay
- Resending a welcome message
- Adding a payment method
- Deactivating an account
- Marking a resident as moved out
- Use the related account-specific videos if you need a deeper walkthrough.
6. Collect one-time or move-in payments 2:44
- Open the Payments page to handle deposits and one-time payments.
- This is useful for residents who may not yet be in your EHR.
- Select Collect Payment and enter the required information.
- You can either:
- Collect payment while the resident is with you, or
- Send an invoice/receipt by email
- Track whether the payment has been completed.
7. Review transaction history 3:20
- Open Transactions to see every transaction that has occurred.
- Use filters to narrow results when looking for something specific.
- Export the data if you want to sort, splice, or analyze it outside the portal.
- This is especially helpful during busy cycle periods.
8. Export reports and get support 3:42
- Use Reports to export cycle reports.
- Reports show who is in each cycle stage and what has been charged.
- Visit the Support area for resources and the knowledge base.
- If you still need help, contact support at help@sunbound.ai.