Monday, November 2 · HeartNest Calgary

Good morning, Priya.

7 visits are planned today. 5 shifts still need a caregiver and 2 care plans are waiting on review. Chúc một ngày tốt lành.

Demo data · not real patient dataViewing as Agency Manager
Open schedule New lead

Critical incident · Fall detected — sensor alert, caregiver on scene

Gwendolyn Achterberg · opened Today 7:42 AM · owner Mei-Lin Castillo. Simulated — no real alert was sent.

Review case

Active clients

108

+6 this month

Visits this week

333

63 today across team

Uncovered shifts

5

Needs assignment

Pending reviews

5

Care plans & notes

Today's visit timeline

Full calendar
  1. 8:00 AM

    Margaret Ellison-Ward · Personal care

    Amara Osei · 3 h

    Completed
  2. 9:00 AM

    Henri Boucher · Companionship

    Jules Thibodeau · 1 h

    Completed
  3. 11:00 AM

    Gwendolyn Achterberg · Meal prep

    Mei-Lin Castillo · 2 h

    Late check-in
  4. 1:00 PM

    Tomasz Wiśniewski · Mobility support

    Farid Haddad · 1 h

    Scheduled
  5. 4:00 PM

    Beatrice Okonkwo-Hale · Respite

    Unassigned · 3 h

    Open shift
  6. 5:00 PM

    Lionel Fairbanks · Medication reminders

    Kwame Asante-Reid · 3 h

    Scheduled
  7. 7:00 PM

    Rosalind Tran-Mercer · Personal care

    Hana Nakamura · 1 h

    Scheduled

Task queue

5 open

  • Fill open shift — Henri Boucher, Wed 9:00

    Scheduling

  • Clinical review: Care plan v5 for G. Achterberg

    Clinical

  • Call back Alan Pemberton (new inquiry)

    CRM

  • Renew police check — Farid Haddad (7 days)

    Workforce

  • Respond to family complaint — C. Boucher

    CX

Care analytics — revenue vs payroll (k CAD, synthetic)

Financial snapshot

October gross margin (synthetic)

35.4%

+1.2 pts vs September

Billed (Oct)

$652,000

Outstanding A/R

$15,523

Billable hours captured94%
Go to billing