Managers' Meeting
Date of Meeting
Accounting
Aging/Receivables Activity
Billing Issues/Questions
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Care Coordinator
Client Issues
Client Changes (add/reduce hours/tasks)
Potentials in the Pipeline
New Clients Onboarded
Client Referral Source Info/Issues
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Recruiting
Recruiting Methods
Recruiting Efforts:
Scheduled
No Shows
Total Interviews
Phone Screens
In-Person Interviews
Hires
PCA's
LNA's
Candidate Name
Offers
Candidates Oriented
Total New Hires
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Operations
Caregiver HR Issues
Number of Caregivers
Number of Caregiver Hours
Total Number of Clients Served
Total Number of hours billed
Caregiver Resignations
Other
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