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HR Past Due
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Managers Behind on QAs
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Open Service Recovery
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My Open To-Do's
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Dusting (Weekly Avg)
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Patient Sat (7d)
🔴 Critical Alerts
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📌 Top of Mind
Ongoing initiatives, projects, and situations to keep front-and-center. Different from to-dos — these stay until you unpin.
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📝 My Top To-Do's
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📅 Coming Up This Week
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👥 Team Pulse
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👥 Team Performance
Individual scorecards for each manager. Click any manager to see their detailed history.
📄 Submitted Rounds
Signed-off rounds from 1st Main (Cari), 2nd/3rd Main (Bill), and East (Inez). Click Export PDF to download.
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🤝 1:1 Meeting Tracker
Log topics, action items, and follow-ups for your weekly 1:1s with each manager.
⏳ Open Action Items
Action items from past 1:1s that haven't been marked complete.
📊 QA & Customer Rounds Tracker
Enter the cumulative numbers from your QA report. Targets reset each period (Oct 1 / Apr 1). Period auto-detects from today's date.
🔍 Calibration Check
Compares Dusting (objective truth) vs Customer Rounds (what patients say) vs Manager's QA (what manager reports). Big gaps signal coaching opportunities.
📈 Entry History
All weekly entries this period. Newest first.
👀Housekeeper Observation
Quick observation of a housekeeper in action. Saves to the same Patient Experience table the rounds apps use.
🏨Discharge Room Inspection
Inspect a freshly-cleaned discharge room before next admit.
📋 Recent PE Audits (last 14 days)
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💚 Patient Experience
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🔍 Today's Rounds
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🚨 Open Service Recovery
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⚡ Floor Care
What Aaron is working on + pending floor care requests from managers.
📥 Pending Requests
📅 Aaron's Active Projects
📝 To-Do's
Personal tasks + items you've delegated to your team. Click checkbox to mark complete.
📅 All Projects & Events
Cross-team view of all scheduled events. Click to edit.
📤Send Task to Team
Dispatch a request to a specific manager. They'll see it in their app's 📥 Incoming Referrals card and can claim/resolve it.
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🔥Hot Spots
Each manager's rounds app shows these as priority units that must be checked every shift. Changes propagate next time their app loads.
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Active Employees
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Past Due Items
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Due This Week
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In Pipeline
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Data Completeness
⚠️ Past Due by Manager
🚀 Pre-Employment Pipeline
🎂 Birthdays This Month
🎉 Anniversaries This Month
📋 Progressive Counseling Thresholds (Rolling 12 months from incident date)
• Tardy = 0.5 points · Call-off = 1 point · Leave Early = 0.5 points
• Up to 3 consecutive call-offs (within 7 days) count as 1 occurrence · 4–6 = 2 · 7–9 = 3
• Dr. notes and FMLA do NOT count against the employee
• 4 occurrences → Level 1 PC · 5 → Level 2 Written PC · 6 → Final PC · 7 → Termination
• Tardy = 0.5 points · Call-off = 1 point · Leave Early = 0.5 points
• Up to 3 consecutive call-offs (within 7 days) count as 1 occurrence · 4–6 = 2 · 7–9 = 3
• Dr. notes and FMLA do NOT count against the employee
• 4 occurrences → Level 1 PC · 5 → Level 2 Written PC · 6 → Final PC · 7 → Termination
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At/Past Termination
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Final PC Level
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Level 2 Written
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Level 1 Counseling
⏰ Employees by Occurrence Count
Sorted by points (highest first). Dr. notes and FMLA don't count toward total.
📋 Recent Occurrence Log