Jolly Hearts Home Care — Agency Portal

Good morning!

Here's your agency overview for today. Three items need your attention.

24

Active clients

+2 this week

18

Active workers

2 on leave

3

Open incidents

1 critical

94%

IDPH compliance

Survey due Jan 2026

7

Visits today

2 upcoming

Compliance Status (§245)

Overall readiness94%

Background checks current (§245.72)

Service contracts on file (§245.220)

Infection control policy active (§245.75)

2 workers need 10-hr annual training (§245.71f)

Flu vaccination documentation incomplete (§245.55)

ANT report pending IDPH submission (§245.250)

Recent Activity

Care note submitted for Margaret OwusuToday, 9:14 AM · Priya Nandakumar

Incident report filed — Client fall (medium severity)Today, 7:52 AM · RN Supervisor

Supervisory visit logged — Thomas ReevesYesterday, 4:30 PM

Service contract renewed — James KowalskiYesterday, 2:10 PM

Training completed — Infection Control (5 workers)Jul 12, 2026

Today's Visits

Client	Worker	Time	Status
Margaret Owusu	Priya N.	08:00–10:00	Complete
James Kowalski	Derek T.	10:30–12:30	Complete
Rosa Delgado	Maria S.	13:00–15:00	In progress
Harold Chen	Unassigned	15:30–17:30	Needs cover

Clients

Client records, intake, and demographic information per §245.210.

Loading clients…

Service Plans

Client service plans per §245.210(e) — immediate and long-range goals, needs, and required resources.

Loading service plans…

JOLLY HEARTS HOME CARE — SERVICE PLAN (EXHIBIT A) §245.210(e)

Client*

Date Completed

Next Review Date

Primary Worker

Plan Status

A. SKIN CARE (ADL §245.210(e)(1)(A))

No assistance needed Skin is unbroken Some help needed, applying non-medicated lotion to prevent dryness of skin

Additional:

B. FEEDING AND MEAL PREPARATION (ADL §245.210(e)(1)(A))

Can plan and prepare a meal Cannot plan, but can prepare simple meals if assisted Needs help, cannot plan or prepare even a simple meal Can Feed Self Can Feed Self with Assistance

Meals needed:

Breakfast Lunch Dinner

Additional:

C. MOBILITY AND/OR AMBULATION (ADL §245.210(e)(1)(A))

No assistance needed Needs walker/cane for balance or support Needs wheelchair Can move around, but needs assistance

Additional:

D. BATHING (ADL §245.210(e)(1)(A))

No assistance needed Needs some help, reminding Needs some help, preparing things needed Needs some help, reaching things Cannot bathe self, needs total assistance in bathing

Additional:

E. HAIR CARE (ADL §245.210(e)(1)(A))

No assistance needed Needs some help, maintenance of hair Needs some help, shampooing of hair (*with non-medicated shampoo only)

Additional:

F. DRESSING (ADL §245.210(e)(1)(A))

No assistance needed Needs some help, choosing clothes May need help with certain things (e.g., buttons or shoes) Can dress, but isn't concerned about appearance Needs help dressing and undressing with daily clothing Needs assistance in application of non-prescription stockings

Additional:

G. ORAL HYGIENE — MOUTH CARE (ADL §245.210(e)(1)(A))

No assistance needed Needs some help in maintaining good oral hygiene Needs oral mouth suctioning

Additional:

H. NAIL CARE (ADL §245.210(e)(1)(A))

No assistance needed Needs some help, soaking nails Needs some help, pushing back cuticles without utensils Needs help, filing nails

Additional:

I. SHAVING (ADL §245.210(e)(1)(A))

No assistance needed Needs some help, electric razor or safety razor Cannot shave self, needs total assistance

Additional:

J. POSITIONING (ADL §245.210(e)(1)(A))

No assistance needed Needs some help in bed and wheelchair positioning Needs transfer assistance to and from bed, toilet, wheelchair, or chair Needs help every two hours to avoid skin break

Additional:

K. TRANSFERS (ADL §245.210(e)(1)(A))

Transfers using adaptive equipment (e.g., canes, walker, wheelchairs, tub seats or grab bars) Transfers using safety equipment (e.g., gait belts) Transfers using mechanical/electrical transfer device

Additional:

L. RESPIRATORY CARE (ADL §245.210(e)(1)(A))

*Home Services Worker may temporarily remove and replace a cannula or mask for the purpose of shaving and washing face and may provide oral suctioning only

Additional:

M. TOILETING/INCONTINENCE (ADL §245.210(e)(1)(A))

No assistance needed Needs assistance getting on or off toilet Needs bedpan or portable toilet either/both day and/or night Needs diaper for occasional accidents Incontinent, needs total toileting assistance Uses External Catheter (*Home Services Worker may empty or change external urine collection device) Uses Ostomy bag (*Home Services Worker may empty)

Additional:

N. CLIENT MONITORING (ADL §245.210(e)(1)(A))

*Home Services Worker may remind and assist client with application of monitoring devices and record reading

Additional:

O. MEDICATION REMINDING §245.210(e)(1)(B)

*Medication minder container shall be clearly marked as to day and time of dosage

Needs to be reminded to take medication Verbal Prompting to take medication

Frequency

Time 1

Time 2

Time 3

Time 4

Additional:

P. HOUSEWORK (ADL §245.210(e)(1)(A))

Knows what needs to be done and does it Will do it, but only if prompted/needs clues Laundry Vacuuming Maintain Clean Toilets and Bath Dusting Change Beddings Grocery Shopping Driving to Doctor appointments

Additional:

R. INFORMATION ON TREATMENTS BEING RECEIVED §245.210(e)(1)(C)

S. ACTIVITY §245.210(e)(1)(D)

T. DIET §245.210(e)(1)(E)

U. FUNCTIONAL LIMITATIONS AND SPECIFIC PROCEDURES CONSIDERED ESSENTIAL FOR THE HEALTH AND SAFETY OF THE CLIENT §245.210(e)(1)(F)

V. MENTAL HEALTH STATUS §245.210(e)(1)(G)

W. FREQUENCY OF THE HOME SERVICE WORKER VISITS §245.210(e)(1)(H)

X. EQUIPMENT REQUIRED §245.210(e)(2)

Y. CLIENT LIMITATIONS §245.210(e)(3)

Z. §245.210(e)(4) — Scope of Work Notice

The service plan shall not include services outside the scope of work for a home services worker as provided in Section 245.40(c)(4)(A) through (P).

IMPORTANT NOTICE: All equipment and materials needed in providing the above services to the client must be provided by the client and/or their family.

Additional Notes

VERIFIED AND AGREED

Client Name [PRINT]

In-Home Care Specialist [PRINT]

Guarantor Printed Name

Guarantor Signature (draw below)

Sign here

Guarantor Date Signed

Agency Manager [PRINT]

Agency Manager Signature (draw below)

Sign here

Agency Manager Date Signed

*Note: Please contact the agency manager for any questions or concerns. Wet signatures handled on printed form.

Care Notes

Document visit observations per §245.40(c)(3)(E). Each entry is timestamped and linked to a client record.

Recent notes

Loading…

Service Contracts

Written client contracts per §245.220 — must be 12-pt font minimum and include all required elements including client rights and complaint procedures.

§245.220 requires contracts to specify services, charges, schedules, client rights, complaint procedures, and conditions for modification or termination. All contracts must be signed by the client or their advocate.

Contract #	Client	Effective	Expires	Services	Rate	Signed	Status
CTR-2025-024	Margaret Owusu	2025-03-01	2026-03-01	Personal care, ADL	$22/hr	Yes	Active
CTR-2025-019	James Kowalski	2025-06-15	2026-06-15	Housekeeping, meals	$20/hr	Yes	Active
CTR-2026-022	Rosa Delgado	2026-01-10	2027-01-10	ADL, bathing, transfer	$24/hr	Yes	Active
CTR-2024-011	Harold Chen	2024-11-01	2025-11-01	Companionship, errands	$19/hr	Pending	Renewal needed

Vaccination Tracking

Influenza and pneumococcal vaccination management per §245.55. Clients 65+ must receive flu vaccine by Nov 30 each year.

2 clients have incomplete records for the 2025–2026 flu season. Documentation required per §245.55(a)(5) for all clients served Nov 1–Feb 28.

Client	Age	Flu Vaccine 25–26	Flu Date	Pneumo Status	Notes
Margaret Owusu	84	Administered	2025-11-08	On file	—
James Kowalski	70	Refused	—	On file	Signed refusal documented
Rosa Delgado	88	Missing	—	Missing	Needs follow-up
Harold Chen	77	Missing	—	Referred	Referred to PCP

Workers & Staff

Personnel records per §245.30(c)(3) — caregiver roster, certifications, and status.

Loading workers…

Scheduling

Recurring caregiver schedules — assign workers to client visits with weekly recurrence.

⚠ Scheduling Conflicts

Current week

Loading…

Weekly View

All Schedules

Loading schedules…

New recurring schedule

Worker*

Client*

Shift Type

Status

Rate Type

Rate Amount ($)

Shift Assignment

Use Override to replace a recurring shift for a specific period. Use Additional to add an extra shift on top of existing ones.

Recurring schedule

Every

Recurrence

Start Time*

End Time*

Start Date*

End Date (optional)

Notes

Training & Certifications

Home services worker training per §245.71 — 10 hrs initial (5 hrs before first assignment), 10 hrs annually. All training documented with date, length, instructor, and content per §245.71(i).

Worker	Annual hrs req.	Hrs completed	Progress	Last training	Status
Priya Nandakumar	10	10	100%	2026-06-14	Current
Derek Thompson	10	6	60%	2026-04-22	In progress
Maria Sanchez	10	4	40%	2026-03-10	Overdue

Log a training session (§245.71i)

Worker*

Training date*

Training topic*

Duration (hours)*

Instructor name*

Instructor qualifications*

Content description*

Competency evaluation passed?

Worker signature / e-certificate timestamp (§245.71i)

Click to add electronic signature or timestamp

Certifications & License Verifications (§245.30c2)

Sandra Park, RN
RN License IL-RN-84291

Verified

IDFPR verified 2026-01-10 · Expires 2028-01-01

Priya Nandakumar
CNA / HCWR HCWR-392018

Active on registry

HCWR verified 2026-01-10

Derek Thompson
HSW

HCWR renewal due

Registry check expires 2026-08-01

Background Checks

Healthcare Worker Background Check compliance per §245.72 and 77 Ill. Adm. Code 955. Initial fingerprint-based check required before first client contact. Annual re-verification of HCWR status required.

2 workers have pending annual employment verifications on the Health Care Worker Registry.

Worker	Initial Fingerprint	HCWR Initial	Annual Re-verify	Registry Finding	Status
Priya Nandakumar	2023-05-10	2023-05-10	2026-01-10	None	Current
Derek Thompson	2024-02-18	2024-02-18	2025-02-18	None	Annual re-verify due
Maria Sanchez	2022-09-02	2022-09-02	2025-09-02	None	Annual re-verify due
Sandra Park, RN	2021-01-10	2021-01-10	2026-01-10	None	Current
James Okonkwo	2020-07-28	2020-07-28	2025-07-28	None	Current

Supervisory Visits

On-site supervision required every 90 days per §245.40(c)(6)(B). Annual observation visit required for each worker per §245.40(c)(6)(B)(ii). Purpose: assess service plan adherence, task competency, infection control compliance, and client communication.

Worker	Client	Visit Date	Supervisor	Worker Present	Next Due	Annual Met	Notes
Priya Nandakumar	Owusu	2026-05-20	S. Park, RN	Yes	2026-08-18	Yes	Satisfactory
Derek Thompson	Kowalski	2026-04-30	S. Park, RN	No	2026-07-29	Pending annual	Area of concern noted — follow-up visit required
Maria Sanchez	Delgado	2026-03-10	S. Park, RN	Yes	2026-06-08 OVERDUE	Yes	—

Job Applications

Caregiver applications per Illinois §245 employment requirements.

Loading applications…

Team Transparency

Live feed monitoring — screen captures, webcam images, and keystroke logs per user.

Select Users to Monitor

Loading users…

🕐 Feed Retention Policy

How long historical captures are stored

Days

Hours

Minutes

🔐 Feed View Permissions

Control which users can view each user's feeds

USER BEING VIEWED

ALLOWED VIEWERS

Select a user above

Incidents & ANT Reports

Abuse, Neglect, and Theft (ANT) reporting per §245.250 and the Health Care Worker Background Check Act. Formal IDPH notification required for qualifying ANT findings.

Action required: INC-2026-003 requires formal IDPH ANT submission. Include perpetrator information, proof of fingerprint background check, and employment verification records. Send to IDPH, Division of Health Care Facilities and Programs, 525 W. Jefferson St., 4th Floor, Springfield IL 62761.

Report #	Date	Client	Type	Severity	Status	IDPH Filed
INC-2026-003	2026-07-15	Rosa Delgado	Neglect	High	Under investigation	Not yet
INC-2026-002	2026-06-22	Margaret Owusu	Client fall	Medium	Closed	N/A
INC-2026-001	2026-02-14	James Kowalski	Medication irregularity	Low	Closed	N/A

Complaints

Complaint resolution per §245.30(b)(3) and §245.115. All complaints must be logged, investigated, and resolved with documented outcomes.

Complaint #	Filed	Filed by	Re: Client	Category	Status	Resolution
CMP-2026-004	2026-07-10	Family member	Rosa Delgado	Service quality	Open	Pending
CMP-2026-003	2026-05-18	Client	James Kowalski	Scheduling	Resolved	Rescheduled; apology issued
CMP-2025-012	2025-11-02	Advocate	Margaret Owusu	Worker conduct	Resolved	Worker retrained

Infection Control

Agency-wide infection prevention program per §245.75, incorporating CDC guidelines for hand hygiene and healthcare personnel. Program must be integrated with QAPI per §245.75(c)(2).

Infection Control Program Checklist (§245.75)

94% complete

Standard Precautions (§245.75b)

Hand hygiene policies reference CDC Guidelines for Hand Hygiene in Health-Care Settings§245.25(c)(2) / §245.75(b)

PPE procedures documented and all workers trained§245.75(b)

Standard precautions applied to all patient/client contacts§245.75(c)(1)

Annual infection control education conducted for all staff§245.75(c)(3)

Surveillance & Reporting (§245.75c)

Agency-wide surveillance program established and coordinated with QAPI§245.75(c)(2)

Employee health policy requires reporting communicable diseases and exposures§245.30(c)(1)(H)

Conditions for removal from / return to client contact documented§245.30(c)(1)(H)

Procedures for identifying and protecting staff from home environment dangers§245.30(c)(1)(I)

Placement Agency Requirements (§245.75a)

CDC hand hygiene publication provided to all in-home services workers§245.75(a)

Log Infection / Exposure Event

Date of event

Reported by

Involved party

Event type

Description

Action taken

Worker removed from client contact?

QAPI Program

Quality Assessment & Performance Improvement per §245.240 — data-driven, agency-wide program with governing body oversight. Documentary evidence required for IDPH survey (program scope, data, activities, improvement projects, executive responsibilities).

Active Improvement Projects

Reduce missed supervisory visitsIn progress

Target: 100% of workers receive 90-day on-site visit
Baseline: 78% · Current: 89%

Flu vaccination documentationNeeds attention

Target: 100% of clients 65+ documented by Nov 30
Baseline: 60% · Current: 50%

Documentary Evidence Log (§245.240)

Required program components

Program scope document (governing body approved)§245.240

Quality indicator data collection active§245.240

Performance improvement activities documented§245.240

Executive responsibilities defined and documentedRequired for CMS-certified agencies

Infection control integrated into QAPI§245.75(c)(2)

Complaint data included in QAPI review§245.115

Annual governing body review of QAPI outcomes§245.30(a)(4)

QAPI data used to identify training needs§245.71

Licensure

Agency licensing per §245.80–245.100. License is non-transferable. Renewal due 60–90 days before expiration (§245.90b). IDPH notification required within 10 days of any changes to key information (§245.80h).

Current License

Agency name	Jolly Hearts Home Care, LLC
License type	Home Services Agency
License #	HSA-2024-04821
Issue date	2024-09-01
Expiration	2025-09-01 Renewal due
Geographic area	Kane, DuPage, Cook counties
Agency manager	James Okonkwo
Liability coverage	$1M per occurrence / $3M aggregate (§245.90a2)
License fee	$1,500 / yr (§245.95)

Renewal Checklist (§245.90b)

Application filed 60–90 days before expiration§245.90(b)(1)

Client load data for preceding year included§245.90(d)(1)

Updated policies & procedures attached§245.90(a)(3)(I)

Certificate of insurance (≥$1M/$3M) attached§245.90(a)(2)

Felony/misdemeanor disclosure for officers completed§245.90(b)(3)

License fee paid ($1,500 for home services agency)§245.95(b)

Sample service plan forms included§245.90(a)(8)

10-Day Change Notifications (§245.80h)

Notify IDPH within 10 days of changes to:

Agency name
Agency manager / administrator
Supervising nurse (home health/nursing only)
Physical or mailing address
Operating hours
Phone, fax, or email

Notify 30 days in advance before any ownership change or agency closure.

Governing Body

Governing body requirements per §245.30(a) — bylaws, meeting minutes, policy review, and administrator appointment. Governing body has legal authority and responsibility for agency conduct.

Meeting Minutes Log

Date	Type	Quorum	Topics covered
2026-06-01	Quarterly	Met	QAPI review, policy update, ANT report
2026-03-01	Quarterly	Met	Budget review, bylaws amendment
2025-12-01	Annual	Met	Annual operations review, bylaws review

Governing Body Obligations (§245.30a)

Bylaws or equivalent in place and reviewed annually§245.30(a)(1)

Qualified administrator employed (home health) or agency manager designated§245.30(a)(2) / §245.40(a)

Written policies & procedures adopted and revised as needed§245.30(a)(3)

Regular meetings held to review agency operations§245.30(a)(4)

Minutes of all meetings kept§245.30(a)(5)

QAPI outcomes reviewed annually by governing body§245.240

Organizational chart maintained down to client level§245.40(a)(6)

Designated alternate administrator identified in writing§245.40(a)(11)

Liability insurance maintained ($1M/$3M minimum)§245.30(b)(2)

Policies & Procedures

Required written policies per §245.30 and §245.90(a)(3)(I). All must be available to staff, reviewed regularly, and included with license renewal applications.

Policy	Code Reference	Last Reviewed	Next Review	Status
Complaint Resolution Policy	§245.30(b)(3)	2026-01-15	2027-01-15	Current
Employee Health & Safety	§245.30(c)(1)(H–I)	2026-01-15	2027-01-15	Current
Infection Control	§245.75	2026-01-15	2027-01-15	Current
Background Check Compliance	§245.72 / 77 IAC 955	2026-01-15	2027-01-15	Current
Abuse, Neglect & Theft Prevention	§245.250	2026-01-15	2027-01-15	Current
Supervisory Visit Procedures	§245.40(c)(6)	2025-08-01	2026-08-01	Review due
Client Record Management & Retention	§245.210(j)	2025-06-01	2026-06-01	Review due
Worker Training Program	§245.71	2026-03-25	2027-03-25	Current
After-Hours Access to Care	§245.40(a)(13)	2025-09-10	2026-09-10	Current
Personnel & Wage Policies	§245.30(c)(1)(A–I)	2026-01-15	2027-01-15	Current
License Verification — Professional Staff	§245.30(c)(2)	2026-01-15	2027-01-15	Current
Home Services Worker Scope & Limitations	§245.40(c)(4–5)	2026-03-25	2027-03-25	Current

Annual Financial Statement

Annual attestation filing per §245.60 — required for home health agencies in conjunction with Illinois DHFS. Public funds contingent on timely filing (§245.60b).

§245.60 requires annual attested financial statements on IDPH/DHFS prescribed forms. Home Services Agencies must maintain financial records for license renewal per §245.90(d). No public funds shall be expended for services of an agency that has failed to file the required statement per §245.60(b).

Filing History

Fiscal year	Due date	Filed date	Audited	Status
FY 2025	2026-03-31	2026-03-15	No	Filed on time
FY 2024	2025-03-31	2025-03-28	No	Filed on time
FY 2023	2024-03-31	2024-04-05	Yes	Filed late — audited

FY 2026 Renewal Data (§245.90d)

Clients admitted (FY 2026)

Clients discharged

Clients age 65+ served

Clients active at year end

Timesheets

Caregiver clock-in / clock-out records with GPS location verification. Distance from client address is calculated at each event.

Clocked In Now

0

Shifts Today

0

Hours Today

0.0

GPS Alerts

0

Timesheet Records

0 records

Caregiver	Client	Clock In	In Distance	Clock Out	Out Distance	Duration	In Source	Out Source	Status

No timesheet records yet.

Use Clock In to start tracking caregiver shifts.

User Administration

Manage users, roles, and privileges.

Users

USERNAME	NAME	EMAIL	ROLE	STATUS	ACTIONS
Loading...

Role Default Privileges

Toggle all

Select a role to view defaults.

Payroll & Invoices

Generate payroll bills and client invoices synced with QuickBooks Online.

💰 Payroll Batch

PAY PERIOD

START DATE

END DATE

🧾 Invoice Batch

CLIENT

START DATE

END DATE

📋 Timesheet Export for Payroll

Export completed timesheets as CSV for manual entry into QuickBooks Payroll or other payroll systems.

WORKER TYPE

START DATE

END DATE

🔄 Payment Status Sync

Sync payment status from QuickBooks Online for all outstanding bills and invoices.

Settings

Manage integrations and agency configuration.

QuickBooks Online App Credentials

Enter your QBO developer app credentials

REDIRECT URI — Register this in your QBO Developer App

https://u9kd9w9mt3.execute-api.us-east-2.amazonaws.com/dev/v1/qbo/callback

Environment

Client ID

Client Secret

QuickBooks Online Integration

Checking…

Worker → QuickBooks Vendor Mapping

Map workers to QBO vendors for payroll bills

Loading…

Client → QuickBooks Customer Mapping

Map clients to QBO customers for invoicing

Loading…

Agencies & Branding

Manage multi-tenant agency accounts. Each agency gets isolated data, custom branding, and its own portal URL. Changes apply immediately across the portal.

Live Branding Editor — Jolly Hearts Home Care

Identity

Agency name

Portal tagline

Legal entity name

Tenant slug (URL key)

Used in ?tenant= URL param

Colors

Primary color

Primary light

Accent color

Logo mark color

Logo shape

Live preview

Jolly Hearts

Home Care Agency Portal

Dashboard

Clients

Workers

24

Active clients

18

Workers

94%

Compliance

+ New visit

Login preview

Subscription Config

Platform-wide throttle defaults and per-tenant subscription status. When a tenant lacks an active subscription to a service, these throttles supersede the tenant's own settings without changing what they've configured — subscribing immediately restores their own settings, no action needed.

Stripe Platform Credentials

Checking…

WEBHOOK URL — Register this in your Stripe Dashboard

https://u9kd9w9mt3.execute-api.us-east-2.amazonaws.com/dev/v1/subscriptions/webhook

Environment

Publishable key

Secret key

Webhook signing secret

Team Transparency — Throttle Defaults

Retention cap (applied when unsubscribed)

Days

Hours

Minutes

Capture-rate floor (seconds, applied when unsubscribed)

Stripe Price ID

Home Care — Throttle Defaults

Client limit

Worker limit

Care note limit

Timesheet limit

Stripe Price ID

Per-Tenant Subscription Status

Subscriptions

Manage your agency's subscriptions.

Team Transparency

Checking…

Configurable retention policy and unthrottled capture rates for worker monitoring feeds.

Home Care

Checking…

Unlimited clients, workers, care notes, and timesheet records.

Full name	Margaret Adwoa Owusu
DOB	1942-03-04 (Age 84)
Address	14 Pine Street, Aurora IL 60505
Phone	(630) 555-0142
Emergency contact	Abena Owusu-Mensah (daughter) · (630) 555-0199
Assigned worker	Priya Nandakumar
Service start	2025-03-01
Status	Active

Jolly Portal

Jolly Hearts

Sign in to your workspace

Good morning!

Compliance Status (§245)

Recent Activity

Today's Visits

Clients

Service Plans

JOLLY HEARTS HOME CARE — SERVICE PLAN (EXHIBIT A) §245.210(e)

Care Notes

New visit notes

Recent notes

Service Contracts

Vaccination Tracking

Workers & Staff

Scheduling

⚠ Scheduling Conflicts

Weekly View

All Schedules

New recurring schedule

Training & Certifications

Log a training session (§245.71i)

Certifications & License Verifications (§245.30c2)

Background Checks

Supervisory Visits

Job Applications

New Caregiver Application

Team Transparency

Select Users to Monitor

🕐 Feed Retention Policy

🔐 Feed View Permissions

Incidents & ANT Reports

Complaints

Infection Control

Infection Control Program Checklist (§245.75)

Log Infection / Exposure Event

QAPI Program

Active Improvement Projects

Documentary Evidence Log (§245.240)

Licensure

Current License

Renewal Checklist (§245.90b)

10-Day Change Notifications (§245.80h)

Governing Body

Meeting Minutes Log

Governing Body Obligations (§245.30a)

Policies & Procedures

Annual Financial Statement

Filing History

FY 2026 Renewal Data (§245.90d)

Timesheets

Timesheet Records

Clock In

Clock Out

User Administration

Users

Role Default Privileges

Named Privilege Sets

New User

Payroll & Invoices

💰 Payroll Batch

🧾 Invoice Batch

📋 Timesheet Export for Payroll

🔄 Payment Status Sync

Settings

QuickBooks Online App Credentials

QuickBooks Online Integration

Worker → QuickBooks Vendor Mapping

Client → QuickBooks Customer Mapping

Agencies & Branding

Live Branding Editor — Jolly Hearts Home Care

Subscription Config

Stripe Platform Credentials

Team Transparency — Throttle Defaults

Home Care — Throttle Defaults

Per-Tenant Subscription Status

Subscriptions

Team Transparency

Home Care