Operations Overview

Your live action queue for the current day — over-capacity clinics, days to fill in time, open compliance breaches, patient callbacks, and PCP outreach — prioritized. Aggregates only. For the deeper analysis, see Command.

Detection → work: every issue becomes a case you can assign, act on, and resolve, with a full audit trail — one queue instead of ten worklists. Cases auto-generate from the live call worklist (Missing PCP, coverage) via sync_cases(); re-detecting never duplicates and never overwrites your edits. Needs the case-engine tables + generator (docs/case_engine_schema.sql, docs/case_generator.sql). Patient IDs only — no names.

One screen, live from your Supabase. Findings recompute for the selected range & clinic. Aggregates only — no patient identifiers.

The 10-second leadership view — company health, the decisions that need you, your best and worst clinics, and each department's headline. Live & aggregate. 📋 Copy board update

Data stays in your self-hosted Supabase · Patient IDs are never shown here (aggregates only).

Cancel = true cancellation · Reschedule = moved (not a loss) · No-show = booked but missed. Rates are of all appointments in the period. Aggregates only — no patient identifiers.

Loss = no-show + cancellation. "Addressable" = appointments that would be saved if every clinic-day performed at the network-average loss rate — the realistic near-term prize. Plays target the highest-excess segments; the driver (no-show vs cancel) picks the intervention. Aggregates only — no patient identifiers.

Risk 0–100 from patient no-show history + slot-pattern risk + contact/confirmation status + lead time — every score carries its reasons, never a bare number. Work the reds first: confirm by call, verify the number, or double-book a buffer. Model: docs/noshow_risk_model.md. Patient MRN only.

AWV = Annual Wellness Visit (Medicare) · Wellness = other preventive visits. Clinics far below the team AWV share are outreach/booking opportunities. Aggregates only — no patient identifiers.

AWV (Medicare) = the Annual Wellness Visit. Cap policy ports the old dashboard's rules — Medicaid tiered per provider (3/day for the 5 named providers, 5/day everyone else). Medicare has NO cap — its volume is shown as data for oversight, never flagged. The separate AWV + Wellness over-limit above is 4 per provider · day · clinic. Aggregates only — no patient names.

Ports the old dashboard's AWV & Wellness compliance workbook — Over Limit · Over-Limit Detail · Cross-Clinic · Back-to-Back · Double-Booked · Provider Matrix · Medicaid Over / Detail · Medicare / Detail · All Alerts. Limit is 4 AWV/Wellness per provider · day · clinic; back-to-back = two consecutive AWV/Wellness slots 20 min apart. The screen is the export — same titles, columns, order and values. Aggregates & Patient IDs only — no names.

Capacity = providers on that day × the clinic's daily target (Old Town/Falls Church/Woodbridge 20, Fredericksburg 18, Kingstown/Pentagon City/Richmond Hwy 17, Crystal City 16, Haymarket 13) — same targets as the KPI facility model. Utilization = booked ÷ capacity. Aggregates only.

Forward view of already-booked appointments vs capacity for each upcoming clinic-day. Over-capacity days need more provider coverage or overflow booking; under-filled days are outbound-call targets. Aggregates only — no patient identifiers.

PCP-required = Medicaid + HMO plans (these require an assigned PCP for billing). "Req & no PCP" appointments are eligibility/billing-risk visits and should be worked in the Outreach list. Aggregates only — no patient identifiers.

Weeks start Monday. Each metric compares the latest week to the one before (▲/▼ colored by whether the direction is good). Movers rank clinics by change in loss rate (cancel + no-show %) between the last two complete weeks. Weeks are within the selected range/clinic. Aggregates only — no patient identifiers.

A single composite health score per clinic (same weighting as the Command Center) plus the underlying metrics, so you can see at a glance which clinic is strongest and which needs a manager's attention. Aggregates only — no patient identifiers.

Per physician: total appointments, live upcoming load, completion (seen ÷ due), no-show and cancel rates on past visits, and AWV share. Completion / no-show / cancel are past-only; AWV share is over all appointments. Click a column header to sort. Aggregates only — no patient identifiers.

Structured from free-text QA posts (reviewer · agent · account · issue · resolution). Patient MRN only — no patient names (PHI). Tiers: compliance/breach (HIPAA, false-outbound, protocol/safety) · action (billing, data, no-show) · coaching (soft skills). Pipeline: docs/qa_intelligence_pipeline.md.

Roles — owner: full control incl. assigning roles · admin: manage users & settings · user: operational access. Create accounts in Supabase (Authentication → Add user → Create new user, tick Auto Confirm), then set their role here. Needs docs/roles.sql applied. No patient names anywhere.

Model: each component % = min(100, actual ÷ (weighted-days × target)); weighted days = Mon–Sat with Saturday counted as 0.5. Individual % = weighted average (Checkouts 20 · Appointments 15 · Outbound 15 · QA 15 · Balance 10 · Conduct 10). Final KPI = Individual 75% + Team 25% (facility/active-time/open-case components populate when their exports are loaded). ≥85 performing · <75 needs focus. Agent names are staff, not patients.

Patient IDs only — names are never shown or exported (PHI). Status: any "Missing" → Checked Out · "Not checked in" → Not Checked In. Providers with <4 patients on a date·clinic prompt "did they come in?" before sync (answers are shared & the newest wins). Sync to Schedule reconciles into the Schedule for the chosen date: Not Checked In + Missing → Checked Out, protected statuses never changed, missing patients added, file time changes applied in place. Idempotent — syncing twice changes nothing.

One Loss Ledger (loss_events) — every chart here is counted once. Booking-error rows live on the AWV tab (click to drill there, filtered) — never copied here. Visit outcomes become final after the Day End sync; slot-refilled / patient-rebooked re-evaluate nightly. Patient ID only. No dollar values unless you set them in Manage. Needs docs/loss_events.sql applied.

Patient ID only — never names (PHI). Statuses normalize on the way in ("Missing" → Checked Out; case/hyphens ignored). Not-arrived statuses capture Cancelled By · Reason · Validity · Department · Type → Sub-type. Every edit is audited; edits sync live to everyone. Import merges Manage lists by name (never replaces).