Live demo
Every front-end screen, on its own page
Nine shortcodes, nine pages, one plugin. This is the real output, not a screenshot or a mockup.
Staff view
Staff Dashboard
The logged-in staff member’s own dashboard — compliance alerts, training status, announcements and this period’s hours.
Staff view
Staff Directory
A searchable, filterable directory of staff — by name, department, credential, expertise, county and languages spoken.
Staff view
My Timecard
Pick a pay period, add line entries against your own documented visits, submit, and download an hours-only PDF.
Manager view
Manager Dashboard
Team productivity, referral response times, documentation completion, billing hours, credential expirations and training compliance.
Manager view
Training Dashboard
Org-wide training completion against the catalog, with a per-training matrix and a per-staff status table.
Owner only
Executive Dashboard
Billing math in actual dollars, outcomes, funding-source utilization, and the timecard approval queue summary.
Manager view
Case Pipeline
Every consumer case on one board, one lane per stage. Move a case to any stage, forward or back; anything that is not the next step asks for a reason and goes on the case timeline.
Staff view
Follow-up Calendar
A month grid of upcoming visits, barrier-plan follow-ups, welcome-call deadlines and credential expirations.
Manager view
Case Checklist
One consumer’s case against all 17 stages: the ones already reached ticked off, optional steps labelled as optional, and the honest share complete.
Want a walkthrough with your own data?
Tell us how your org runs cases and we will show you where it maps.