CEO Workflow
Daily priorities, SOP library, and outreach planner
Today
Wednesday, April 22, 2026
Today's Priorities
6
Completed
0
In Progress
3
SOPs Available
6
Resolve CLM-2026-0403 denial
RevenueResubmit Charles Davis claim after auth renewal confirmed. ~$1,344 at risk.
Patricia Owens compliance resolution
ComplianceTB test and CPR both expired. Caregiver on hold. Must resolve before returning to service.
Complete Brianna Holloway onboarding
PeopleTB test, CPR, EVV setup, and training still pending. Target active status by 5/1.
Follow up with WellCare provider relations
GrowthInvite Marcus Jennings to agency tour. Strengthen MCO relationship for more referrals.
Evelyn Carter care plan review (OVERDUE)
Compliance6-month care plan review overdue since 4/20. Assign to Marcus Webb, RN immediately.
Auth renewal — Charles Davis (CLT-006)
RevenueCurrent auth expires 9/30. Begin renewal process with Peach State Health by 8/1.
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