Live — occupancy, homes & staff, the per-home roster + directors, attention & audit, ready-to-bill. Estimated (demo) — per-home revenue, staffing cost, margin, overtime, billed MTD, the trend, and the “needs you” queue; these fill in with real numbers as the billing roll-up and labor-cost module ship.
16/24
James Okafor is scheduled 16h within a 24h window (Mon Overnight + Tue Evening).
Required staff per shift
Awake overnight · effective Jan 1, 2026 · 2 versions
Day · 7:00a – 3:00p
2
staff
Evening · 3:00p – 11:00p
2
staff
Overnight · 11:00p – 7:00a
1
staff
“Bea Lowell’s care plan requires an awake overnight; two staff on days for transfers.”
Role colors:NurseManagerCaregiver
Shift
Mon
8
Tue
9
Wed
10
Thu
11
Fri
12
Sat
13
Sun
14
Day
7:00a – 3:00p
Needs 2
MRMaria ReyesPPPriya Patel
MRMaria ReyesDRDaniela Reyes
PPPriya PatelDRDaniela Reyes
MRMaria ReyesPPPriya Patel
RCRenee ColeDRDaniela Reyesdraft
MRMaria Reyes+ Need 1
PPPriya PatelMRMaria Reyes
Evening
3:00p – 11:00p
Needs 2
DRDaniela ReyesKBKaren Bell
PPPriya PatelJOJames Okafor
DRDaniela ReyesJOJames Okafor
JOJames OkaforPPPriya Patel
MRMaria ReyesDRDaniela Reyes
JOJames OkaforPPPriya Pateldraft
DRDaniela ReyesJOJames Okafor
Overnight
11:00p – 7:00a
Needs 1
JOJames Okafor
MRMaria Reyes
PPPriya Patel
+ Need 1
JOJames Okafor
DRDaniela Reyes
MRMaria Reyes
How this works: each row is a shift slot at Maple House with a fixed staffing requirement · a pink + Need N chip marks an under-filled slot. Click any cell to assign or remove staff (saved as a draft).
Time off
2 pending requests.
Daniela ReyesPTO
Jun 20 – Jun 24 · family trip
James OkaforSickshort notice
Jun 12
Priya Patel· Jun 2 – Jun 3 · PTOApproved
Maria Reyes· May 28 · UnpaidDenied
House surface · Maple House
Appointments
A month calendar plus this week's visits — each one paired to the shift covering it and the staff escorting the member.
Due to schedule
2 obligations need an appointment
Recurring care that is due or overdue and not yet on the calendar. Scheduling a visit clears it.
Overdue
Annual physical · Bea Lowell
Due Jun 5
Due
Dental cleaning · Rosa Delgado
Due Jun 22
Appointments
June 2026
Mon
Tue
Wed
Thu
Fri
Sat
Sun
1
2
3
2:00 PM Specialist · Marcus
4
5
6
7
8
9
9:30 AM PCP · Bea
10
11
11:00 AM Specialist · Bea
12
13
10:00 AM Dental · Rosa
14
15
16
17
1:15 PM PT · Marcus
18
19
20
21
22
9:00 AM Dental · Rosa
23
24
25
1:15 PM PT · Marcus
26
27
28
29
30
This week
Appointments & coverage
Each visit shows how many staff are on the covering shift at Maple House, and who's assigned to escort the member.
House tasks the whole shift checks off — opening & closing routines, weekly cleaning, monthly drills. Set who's assigned (or leave it open for whoever's on), how often it repeats, and which shift it belongs to.
Day1 of 3 done today
Med-cart check
Opening·DailyMaria Reyes
Maria R. · 7:14a
Vacuum common areas
Cleaning·Weekly · Mon/Wed/FriJames Okafor
Due today
Wipe kitchen counters
Cleaning·Daily
Due today
Evening0 of 1 done today
Trash to curb
Closing·Weekly · Mon/Wed/FriJames Okafor
Due today
Per-member routines — shower days, daily-living items, what each member needs and when. Pick a member to set up and check off their routines; weekly ones can repeat on set days (e.g. Mon/Wed/Fri).
Overview · Bea is doing well at the home. The plan keeps her seizures controlled, builds daily-living skills, and supports her mood.
Conditions · 2
Each condition has its own goals, the steps staff take, and how we check progress.
Seizure disorder
Met · May 20, 2026
Short-term goal
No missed doses over 30 days.
Long-term goal
Stay seizure-free through the year.
Interventions — how staff help
Give levetiracetam on time, log any seizure, call the nurse for clusters.
Evaluation — how we check it
Nurse reviews the seizure log every month.
Daily-living skills
Partly met · May 20, 2026
Short-term goal
Brush teeth with one prompt 5 of 7 mornings.
Long-term goal
Do her full morning routine on her own.
Interventions — how staff help
Lay out supplies, give one cue, then step back and chart it.
Prepared by (nurse)
Joan Pham, RN
Registered Nurse · signed Jan 15, 2026
Incidents
Incident reports
What happened, what staff did, and who was told — a permanent record.
FallModerateReported
May 28, 2026 · 7:40 PM · Living room
WHAT HAPPENED Bea tripped on the rug edge and landed on her hip. She got up with one staff helping.
RIGHT AWAY Checked for injury, sat her down, took vitals — all normal.
INJURIES Small bruise on right hip, no swelling.
STAFF Carla Mendez, Devon Pratt
WHO WAS TOLD Nurse on call, guardian (mother), DDD support coordinator
FOLLOW-UP Rug taped down. Check hip for 48 hours.
Filed by Carla Mendez
Medication errorMinorReported
Apr 9, 2026 · 8:15 AM · Med room
WHAT HAPPENED Morning sertraline was given 90 minutes late. No harm.
FOLLOW-UP Reviewed the morning routine with staff.
Filed by Devon Pratt
Care team
Joan Pham, RN
Nurse · (480) 555-0190 (demo)
Dr. Priya Nandakumar
Primary care physician · (480) 555-0177 (demo)
Sam Ortega
DDD support coordinator · (602) 555-0123 (demo)
Document binder
The forms and uploads on file for Bea.
Consent to treat
Signed Jan 12, 2024
Done
Rights & responsibilities
Signed Jan 12, 2024
Done
Photo / media release
Required, nothing on file
Missing
For audit day · your binder's tab order
Audit binder
Everything a surveyor asks for, gathered in your binder's tab order. Nothing is stored twice — live items show the real data, the rest link to the file or form.
Here's what's set up for this staff member so far. The open ones are just gentle reminders — no rush.
Ready
Background check run
Work papers started
Assigned to a home
Login account linked
Everything's set up here. Nice work.
At a glance
Staff details
Drives which credentials this staff member needs. Editable after hire.
Background check papers
This is where you keep copies of this person's background-check papers — like the fingerprint clearance card the state hands back. Upload a paper when you get it. These are the papers an auditor will ask to see.
CredentialIssuedExpiresActions
Fingerprint Clearance Card
Background check
FCC-AZ-•••-••-1990-7421
2024-02-12
2030-02-12
AHCCCS Central Registry — clearance letter
Background check
CR-2024-008412
2024-02-28
—
Exclusion screening
Cleared
We check this person every month against the government do-not-hire lists. Nothing has come up.
One certificate per list — each certifies only its own source. Included in the staff audit packet. The APS Registry one is a pre-screen (name + date of birth), not the legal check — that's the CBC portal.
Returned
ParentalSep 9, 2024 – Nov 4, 2024· 56 days
Returned to her regular Maple House schedule.
Home assignments
Maple House
Primary
Assigned Mar 4, 2024
Lifecycle
Employment eligibility (I-9 & E-Verify)
Federal Form I-9 plus E-Verify, which Arizona requires for every new hire.
Eligible to work
Eligible to work — I-9 complete and E-Verify Employment Authorized. No
reverification is pending.
Recorded details
I-9 status
Complete (Section 2 recorded)
Section 1 signed
March 4, 2024
Section 2 completed
March 6, 2024
Form edition
08/01/23
Work authorization expires
Not applicable
Reverified
—
E-Verify result
Employment Authorized
E-Verify case number
2024062912345AZ
Case opened
March 6, 2024
Case closed
March 6, 2024
US citizen — List B (Arizona driver license) and List C (Social Security card, •••-••-3318) examined for Section 2. E-Verify auto-closed Employment Authorized the same day.
Documents on file
Signed Form I-9
daniela-reyes-i9-signed.pdf · uploaded Mar 6, 2024
E-Verify result
daniela-reyes-everify-authorized.pdf · uploaded Mar 6, 2024
PDF, JPEG, or PNG · 25 MB max. Replacing keeps the prior version in history.
Injuries & workers' comp
Report a workplace injury — what happened, what they can do when they return,
and the report to send your carrier.
No injuries recorded. If Daniela Reyes is ever hurt on the job, report it here.
Medications charting. Pick a member to expand their scheduled meds, multi-select doses, and walk the 6 Rights modal on submit. PRN doses chart from the eMAR drawer.
Tap a member to expand their scheduled doses. Multi-select doses, then Continue → walks the 6 Rights (next iteration).
Daily charting notes. One note per member per shift. Captures mood, sleep, meals, activities, and narrative.
2 of 4members charted this Day shift
Click a member to select. Select several to chart them all at once.
Vitals capture. Multi-select members, fill BP, HR, temperature, O2, pain, and respirations in one batched flow. Abnormal values flagged automatically.
3 takenthis Day shift · 2 of 4 members
Click a member to select. Out-of-range values flag automatically and must be resolved before saving.
ADL charting. Multi-select members with active ADL assignments, capture status (completed/partial/refused), independence level, goal progress, and teaching-strategy followed per assignment in one batched flow.
2 of 4members with ADL goals charted this Day shift · 5 entries
Click a member to select. Goals are set on each member’s profile (ADL goals).
Behavior tracking. Click a member to open the rapid-log flow — pick BTP targets or catalog behaviors, capture severity + intervention + narrative. For a full ABC framework single incident, use the native Behaviors drawer.
3 loggedthis Day shift · 2 of 3 tracked members
Click a member to select. Behaviors & approved interventions are set on the member’s profile.
1 selected
Skin assessments. Once-per-shift cadence by whoever does vitals. Two buttons per member — Skin Clear when intact, Skin Not Clear to log a bruise or mark.
2 of 4
members checked this Day shift · 1 finding
Click a member to select. Chart Skin clear, or document a finding, for each.
Bowel movements. Click cards to multi-select members, then chart Bristol stool type + time + notes in one batched flow. Members on a bowel protocol flag amber once they're past the configured day threshold, with the linked PRN to give.
3 logged
this Day shift · 2 of 4 members
Click a member to select. Select several to log a bowel movement for each at once.
Urine output. Click cards to multi-select members, then chart route (voided / incontinent / straight-cath / indwelling) + time + optional volume in one batched flow. Members on a straight-cath protocol show hours-since-last-emptying and flag amber when over threshold. Strict I&O members get a volume input in mL.
3 loggedthis Day shift · 2 of 4 members
Click a member to select. Select several to log urine output for each at once.
Record and track your survey and audit responses — corrective action plans and statements of deficiencies — and keep a full history you can pull up as proof anytime.
Incident-driven
Record a Corrective Action Plan
After an incident, log the fix — who gets re-trained, and the deadline to finish.
Survey-driven
Record a Statement of Deficiencies
After a survey or inspection, log what was cited — then fix the rule it points to.
Statement of deficiencies — survey findings and the policy fixes.
Where it stands
House
Maple House
Reference
AzDHS Survey · May 14, 2026
Citation date
May 14, 2026
Recorded May 14, 2026 by Tyler Campbell · owner Tyler Campbell
What was cited
The surveyor cited three problems at Maple House. 1) Medication Administration Record incomplete — 1 of 3 members had a missed initial. 2) Fire drill not documented for Q2 2026. 3) Staff Article 9 refresher expired for 1 DSP.
Corrective action plan — incident-driven staff re-training.
Where it stands
Staff retraining
1 of 2 trainings done.
Daniela Reyes
Medication AdministrationIn progress
Marcus Bell
Article 9Done
House
Maple House
Reference
CAP · Med error May 2, 2026
Received on
May 5, 2026
Deadline
Jun 15, 2026
Incident
Bea Lowell · Medication error · May 2, 2026
Member tagged
Bea Lowell
What was cited
A morning dose was given an hour late and the Medication Administration Record was not initialed at the time. Staff did not follow the medication pass steps for one member.
Other names listed
Daniela Reyes (med pass), Marcus Bell (on shift)
Plan of correction
Re-train both staff on safe medication passes and on the rights of the member. Re-check med records weekly for 30 days. Document each med pass at the time it happens.
Evidence / proof note
Marcus Bell finished the Article 9 refresher on Jun 9, 2026. Daniela Reyes is partway through Medication Administration.
Notes
—
Recorded May 5, 2026 by Tyler Campbell · owner Tyler Campbell
Change history
Every change is saved with who and when — your proof trail.
Status changed · In progress — Tyler CampbellJun 9, 2026
Edited · Marcus Bell finished Article 9 — Tyler CampbellJun 9, 2026
Edited · Assigned retraining to Daniela Reyes and Marcus Bell — Tyler CampbellMay 6, 2026
Recorded — Tyler CampbellMay 5, 2026
Demo Care Homes
Trainings
Author your agency's trainings — staff read each section, take its quiz, and earn a certificate.
Shadow mode. The 837 is generated for you to download and
upload to the WellSky portal by hand. Nothing is transmitted automatically
until a real WellSky test 999 accepts a file.
Upload what the payer sends back — the 835, 999, or check detail. Each one fills in the reconciliation table below: what paid, what came up short, and why. You'll see a quick summary — then Apply writes it in.
DDD payment report
Check detail
DDD's payment report (.xls/.xlsx) that lands with the deposit. The human-readable safety net for catching state errors.
…or drag the file onto this card.
WellSky acknowledgment
999 receipt
WellSky's 999 confirms an 837 batch was received and ties back to the batch you filed. Batch-level accept or reject.
…or drag the file onto this card.
DDD remittance
835 file
Line-by-line paid amounts, short-pay deltas, and denial reason codes per claim. Lands with the deposit.
…or drag the file onto this card.
Heads up — these payer replies are sample data. EVVAura builds the AHCCCS claim file your agency uploads; the state replies (the 835) shown below are made-up examples so you can see the full round-trip. Sending the file to the state by itself is not turned on yet.
Week by week · billed vs. paid
What got paid
Click a week to see every claim in it. Red rows have claims that were paid short — with what to do about each one.
Total billed
$4,820.00
Total paid
$3,533.40
Difference
-$1,286.60
Weeks paid short
1 of 1
1 claim paid short or denied in 1 week· Mark them all:
WeekBilledPaidDifferenceNeeds a look
Rosa Delgadobilled $1,205.00 · paid $0.00 · CO-197
Authorization absent. No prior authorization on file for this service. The state won't pay without one.
Do: Confirm whether an auth exists and was missed in the upload, or whether one needs to be obtained retroactively.
“Ready” days just need billing; “need a fix” days are confirmed but not yet billable (the weekly close names the reason — a missing authorization, rate, diagnosis, or member identity); “unreviewed” days need a present/not-present call.