Accountability flags from the warehouse (executive_watchlist) · click a row for detail
Loading…
Loading…
Billed · Paid · Open A/R by payer
HHA Exchange · 2026 YTD · grouped by payer · sorted by billed
By payer
Billed · Paid · Open A/R · claim count
Loading…
Cash collected by payer, by month
HHA Exchange remittances · 2026
Loading…
Authorization
Loading…
EVV verification & capture quality
Visits split by verification status and whether a clock-in method was captured · 2026
Period
What these buckets mean
Method and EVV compliance are two separate things
Loading payroll…
Payroll by tier
2026 YTD · gross pay & effective rate by employee type (calculated from payroll records)
Loading…
Headcount — W-2 vs 1099
v_portal_aides · by tier
Loading…
Cash-pay exposure & HHA-vs-ADP reconciliation
Cash-pay exposure — top caregivers
Annualized unaccounted (HHA worked − ADP paid) · 2026 YTD
Payroll totals & pattern
Cumulative 2026 · HHA vs ADP
Loading…
Largest hour variances by caregiver
HHA worked − ADP paid · 2026 YTD
Loading…
Profit & Loss — full statement
QBO · accrual · YTD 2026
Loading…
Balance Sheet — full statement
QBO · accrual · as of today
Loading…
Loading
Master Reconciliation
Cross-system tie-out across payroll, revenue, A/R, and collections · HHAx ↔ ADP ↔ QBO
Loading…
Each leg ties one system of record to another. "Pending / not posted" legs are blocked on an upstream feed (named in the row), not a calculation error.
Live from the Supabase warehouse via a server-side read-only role · HHACFO.
Patients
Census & details · live from HHA Exchange (v_portal_patients)
Admitted
Loading…
Aides
Field staff roster · live from HHA Exchange (v_portal_aides)
Hired
Loading…
Nurses
Clinical staff roster · live from HHA Exchange (v_portal_aides)
Hired
Loading…
Recorded Time
Worked & verified visits (scheduled on or before today) · live from HHA Exchange (v_portal_visits)
Visit date
Loading…
Upcoming
Planned visits scheduled after today · live from HHA Exchange (v_portal_visits)
Visit date
Loading…
Scheduling
Coverage · active patients with no scheduled visit in the next 7 days
Loading…
Billing
Claims & invoices · live from HHA Exchange (v_portal_claims)
Service date
Loading…
Compliance Placeholder
Caregiver documents & expirations
Sample data shown for layout. Not yet wired to a live feed — connect the HHA Exchange credentials feed (or a compliance_issues table) to make this live.
Current
128
Expiring < 30d
9
Expired
3
Document types
6
Caregiver
Document
Issued
Expires
Status
Vincent, Sabrina
CPR Certification
Mar 12, 2025
Mar 12, 2027
Current
Nestor, Marie
TB Test
Jul 1, 2025
Jul 1, 2026
Expiring
Plaisir, Guerline
Annual Physical
Feb 2, 2025
Feb 2, 2026
Expired
Ocampo, Valentina
HHA Certificate
Jan 15, 2024
Jan 15, 2027
Current
Training Placeholder
Courses & certifications
Sample data shown for layout. Not yet wired to a live feed — a training/completions table + file storage would make this live.
Assigned
142
Completed
119
Overdue
7
Courses
5
Caregiver
Course
Assigned
Completed
Status
Vincent, Sabrina
HIPAA Privacy & Security
Jan 5, 2026
Jan 9, 2026
Complete
Nestor, Marie
Infection Control
Feb 1, 2026
—
In progress
Time Off Placeholder
Requests & approvals
Sample data shown for layout. Not yet wired to a live feed — a time_off_requests table + a writable approve/deny path would make this live.
