Growth & Value
The operating pulse, straight from AxisCare and the lead pipeline: the numbers a buyer will ask about first.
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GHE scorecard: by nurse, from the visit to Fusion
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Lead funnel: this month vs last
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Speed to lead: how fast a family hears a real person
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Lead response and losses: last 30 days vs the 30 before
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New families from calls: is the AI tagging them right?
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Referral relationships: every partner, who owns it, and what it needs
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Hiring funnel: how far each month's applicants got
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Financials & Sale Goal
Ten minutes a month: pull five numbers from QuickBooks, enter them here. The hub turns them into margins, EBITDA, and a live estimate of what the business is worth against your goal. Buyers want three clean years of this.
📊 Budget — major expenses
what things should cost vs what they did
No budget lines yet — add your major expenses above.
Month by month
Sale-readiness checklist
what buyers actually pay premiums for — check them off as they become true
Discipline Center
Write-ups are drafted on the CC Hub Write-Ups tab, which only Samantha and Zach see. Zach, the HR lead, approves every write-up from a verbal warning up, including a termination. When a case involves protected leave, an accommodation, an injury or workers' comp, a discrimination or harassment complaint, a retaliation concern, or another serious legal risk, Samantha is consulted first. Care Coordinators coach; coaching is not a write-up.
Ladder board — where every caregiver stands
Counts use the rolling windows set in the Staffing Hub's Attendance tab.
Issued actions archive
Offboarding
Every separation, resignation or termination, runs the same checklist, so nothing is missed and every exit looks the same if it's ever questioned. Zach decides a termination before the employee is told; Samantha is consulted first when a protected situation is involved.
Monthly File Audits
Once a month, HR reviews every employee file and every client file against the checklists below, logs any issues found, and signs off. The signed log is your proof of ongoing quality assurance — exactly what a state surveyor asks to see.
Audit history
Grievance log
Every grievance a client or their representative brought us, from the CC Hub's client issues: who, what, who owns it, and how it was answered. We must have a way for clients to bring grievances (19 CSR 15-7.021(18)(P)); no retaliation; they can also file with DSDS (HCBS Manual 8.15).
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Feedback
Star check-ins from clients, families and caregivers, plus Caregiver of the Year nominations. Same live list as the Care Coordinator Hub, every entry also hit your email when it arrived.
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