Accountabilities

ALL STAFF

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  1. Sumi
  2. Bal

To Do (W/L and CC)

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  1. Gmail *
  2. CC Tasks
  3. Conversations
  4. Today
  5. Week
  6. All

Every Day Tools

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  1. Contacts
  2. Drive
  3. Gmail - Inbox
  4. GM - Compose
  5. Patients.SCM
  6. Faxes

PATIENTS

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  1. Medication Management
  2. Prepour list and CAL
  3. Cognitive Level
  4. Shift Analysis
  5. Gravity and Facilities
  6. Geography

CGs

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  1. Females
  2. Males

Rosa

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  1. Rosa sheet
  2. A/R
  3. Permanent Considerations
  4. LTC, AofB and details
  5. Transmission Instructions
  6. Payment Method

Payroll/Invoicing

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  1. Invoicing Bible
  2. Gross Profit Summary
  3. Gross Profit
  4. Deactivated Clients

Max

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  1. POC (O&N)
  2. Telephony (Clock In/Out/Lateness)

Bal

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  1. Acute clients - checklist
  2. RN Notes for Bal

HR

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  1. W/E Report
  2. Max-Telephony & Lateness Violators
  3. Max - POC Violators: Red, Yellow and Orange
  4. RNs - HR notes (from visits)
  5. Benestream roster

Staffing

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  1. Live View (Open Shifts)

QA

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  1. Pts - Recent and Soon to start

Mkting

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  1. EMs
  2. Intake Pipeline
  3. Contacts edited
  4. Prospects
  5. Impressions
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