Active Patients
—
Open Shifts
—
Needs assignment
Ready Caregivers
—
Monthly Run Rate
—
Compliance
—
Active Leads
—
In pipeline
Conversion Rate
—
Reviews Due 14d
—
Action needed
Open Incidents
—
Outstanding Bills
—
Patient Status
Coverage
Pipeline Funnel
Workforce Readiness
Weekly Revenue by Patient
🚨 Priority Board
🎯 Due-Soon Milestones
🔔 Today's Reminders
Status Mix
Risk Levels
Weekly Revenue
Patient Operations Tracker
🔍
| ID | Name | Start | Status | Risk | Caregiver | Schedule | Care Plan | Review Due | Compliance | Billing | Hrs | Rate | Rev/Wk | Ready |
|---|
Readiness
Ratings
Status
Caregiver Workforce
🔍
| ID | Name | Status | BG | CPR | TB | Orient | Skills | Shadow | Avail | Pts | Rating | Ready | Training | At Risk |
|---|
Coverage by Date
Stacked shift status
Risk Distribution
Scheduling & Coverage
| Date | Patient | Start | End | Caregiver | Backup | Status | Hrs | Risk | Notes |
|---|
Doc Status
Alert Levels
Compliance & Documentation
🔍
| ID | Type | Name | Document | Status | Owner | Due Date | Days | Alert |
|---|
Contact Methods
Follow-ups Due
Next 7 days
💬 Family & Contact Communication Log
🔍
| Date | Patient | Contact Name | Relationship | Method | Summary | Follow-up Date | Follow-up Note | Owner |
|---|
Pipeline Funnel
Referral Sources
Where clients come from
Est. Weekly Revenue
Intake & Growth Pipeline
🔍
| ID | Name | Referral | Inquiry | Assessment | Status | Start | Est Hrs | Rate | Est Rev/Wk | Owner |
|---|
By Severity
Open vs Closed
Incident & Risk Log
🔍
| Date | Patient | Caregiver | Type | Severity | Action Taken | Status | Owner | Days Open |
|---|
Monthly Billed vs Collected
Invoice Status
💳 Billing & Invoice Tracker
🔍
| Invoice ID | Patient | Service Period | Hours | Rate | Amount | Status | Invoice Date | Due Date | Paid Date | Notes |
|---|
By Domain
Status
⚡ Alerts Engine
| Alert | Metric | Owner | Count | Target | Status |
|---|---|---|---|---|---|
| Patients not ready for start | Patients gating start | Operations | — | 0 | Attention |
| Care plan reviews due in 14 days | Patient care plan reviews | Clinical | — | ≤2 | Attention |
| Open shifts next 7 days | Coverage gaps | Scheduling | — | 0 | Attention |
| At-risk caregivers | Performance / readiness | HR | — | ≤1 | Attention |
| Overdue billing invoices | Unpaid past due date | Finance | — | 0 | Monitor |
| Overdue follow-up contacts | Family comm log | Care Team | — | 0 | Monitor |
Milestone Tracker
🔍
| ID | Domain | Item | Due | Owner | Priority | Status | Flag |
|---|
🔔 Reminders & Follow-up Alerts
Alerts check every 60 seconds
📊 Print-Ready Reports
Generate a formatted report, then use Ctrl+P (or Cmd+P) to print or save as PDF.
Patient Census
All active patients, care status, caregivers, and weekly revenue
Coverage Report
Upcoming shifts by status — open, at-risk, and covered
Compliance Status
All documents by alert level — expired, open, due soon, current
Pipeline Summary
Lead pipeline, referral sources, and estimated revenue
Workforce Report
Caregiver readiness, certifications, and at-risk flags
Billing Summary
All invoices by status — paid, pending, and overdue