Operations overview

Dashboard

A live view of residential coverage, documentation cadence, and follow-up needs across the workspace.

Today

Command center

Daily readiness is on track

Use the filters, queue, and activity panels to stay ahead of documentation, staffing, and incident follow-up.

👥

Active Clients

0

Live roster

📝

Pending Documentation

0

Charts still open

🕐

Today's Shifts

0

Coverage scheduled

⚠️

Incidents This Month

0

Workflow watchlist

Today's Tasks

Recent Activity

Alerts & Watchlist

Care coordination

Client Management

Review resident readiness, site placement, service codes, and onboarding momentum without dropping into flat list views.

Residential operations

Residential Sites

Move from high-level site status into roster, staffing, compliance, and recent residential activity in one continuous workspace.

Select a site above to view details

Workforce readiness

Employee Training

Track Utah DSPD-required onboarding, annual renewals, person-specific training, certificates, and compliance review.

Daily Documentation

Schedule Management

Medication Administration

💊

Select a client to view medications

Incident Management

⚠️

No incidents reported

Meal & Sleep Tracking

🍽️

Select a client to track meals and sleep

Residential And PBA Reports

Daily Ledger

Client/day detail for biller handoff

Monthly Summary

Monthly residential metrics by client and service code

Manager Audit

Profile and residential assignment changes saved from the client modal

PBA Monthly Summary

Month-close balances, 1056 status, and invoice readiness by client

PBA Exceptions

Open compliance blockers that prevent clean month close or billing handoff

PBA Ledger

Detailed transaction ledger with evidence status and running balance

Settings

Admin-only AI configuration, connection visibility, and staff access management.

AI Profiles

Choose the default profile, edit reusable runtime templates, and route each assistant mode through a profile instead of a raw model string.

Loading
Basics

Set the profile identity, provider, model, and shared organization guidance.

OpenRouter uses the fixed OpenRouter endpoint. LM Studio Local and Custom OpenAI-Compatible profiles must be reachable from the assistant runtime.

Leave blank to keep the saved key. The selected profile uses this key for model fetches and connection tests.

Pick a fetched model from the list. If the model you need is not advertised by discovery, use the explicit custom-model action and enter it below.

Copilots

Keep the profile focused on the assistant workflows staff should actually use.

Policies

Control grounding, profile overrides, and citation strictness by workflow.

General

Uses the default profile.

Documentation

Uses the default profile.

Incident

Uses the default profile.

Schedule

Uses the default profile.

Training

Uses the default profile.

Resource Library

Curated operational guidance for grounded assistant answers. Published resources are retrievable; drafts remain admin-only.

Pending Invites

Track invite state, resend incomplete onboarding links, and revoke stale invites.

Managed Users

Role, background-check readiness, operational activation, and site assignment scope.