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⚡ One-Time Supabase Setup

Run this SQL once in your Supabase project adkljbmiwsgsgwylgrdl → SQL Editor → New Query:

CREATE TABLE IF NOT EXISTS ch_tasks ( id TEXT PRIMARY KEY, owner TEXT NOT NULL, status TEXT NOT NULL DEFAULT 'todo', updated_at TIMESTAMPTZ DEFAULT NOW() ); ALTER TABLE ch_tasks ENABLE ROW LEVEL SECURITY; CREATE POLICY "public_rw" ON ch_tasks FOR ALL USING (true) WITH CHECK (true);
Connecting to Supabase…
Sprint · Apr 14–18, 2026
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✏️ Edit Card
Each line becomes a numbered step. Leave blank to remove steps.
To Do—
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Done—
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📋 Sprint Board
🗺️ Workflows
To Do
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In Progress
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Done
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Done
In Progress
To Do
Blocked
👩‍⚕️ Caregiver Onboarding Flow
From first contact to active caregiver in WellSky — every step tracked
✓
📣
Lead Capture
Indeed / Modal / Referral
→
✓
📋
GHL Contact Created
Caregiver Pipeline: Applied
→
✓
🔍
CJ Screens
Interview scored + reviewed
→
⚡
✅
Kenneth Reviews
Approve or reject
→
○
📨
Offer Extended
Pipeline: Offer Extended
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○
✍️
SignNow Docs Sent
Auto-triggered (k29)
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📝
Docs Signed
All forms complete
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○
🔎
Background Check
Criminal + OIG + NAR/EMR
→
○
🎓
Orientation
Signed checklist + handbook
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🏥
WellSky Activated
Kenneth adds manually
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💰
Payroll Ready
Added to SurePayroll
Required Documents
✅Job Application
✅Interview Notes / Score
✅Offer Letter
✅Driver License / State ID
✅Social Security Card
✅TB Screening Results
✅HIPAA Confidentiality Form
✅Employee Handbook Acknowledgment
⚠️Background Check Consent
⚠️Criminal History Results
⚠️OIG Exclusion Check
⚠️NAR / EMR Registry Check
⚠️Orientation Checklist (signed)
⚠️ANE Acknowledgment
⚠️Infection Control Acknowledgment
⚠️Skills Competency Checklist
🏥 Client Intake Flow
From first inquiry to active client receiving care
✓
📱
Inquiry Received
Website / phone / referral
→
✓
📋
GHL Lead Created
Client Pipeline: New Lead
→
○
📞
CJ Follow-Up
Call within 1 business day
→
○
🗓️
Assessment Scheduled
GHL calendar booking
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🏠
In-Home Assessment
Daneisha fills needs form
→
⚡
✍️
SignNow Sent
Auto-triggered (k12) Forms 1–10
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📝
Client Signs
All 10 forms signed
→
○
📅
ISP Created
Individualized Service Plan
→
○
🤝
Caregiver Matched
Assigned in WellSky
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✅
Care Starts
EVV clock-in via WellSky
⚡ GHL Automation Status
All 12 automations — live, in progress, and blocked
🔴k12 — Assessment Done → SignNow
🔴k29 — Caregiver Accepted → SignNow
⚡k17 — Docs Signed → WellSky Alert
🔴k15 — Referral Partner Nurture
🔴k5 — Care In Homes Lead → CJ
🔴k16 — Indeed Applicant → GHL
🔴k11 — Assessment Scheduled → SMS
🔴k54 — Referral Received → CJ
🔴k7 — CTE Follow-Up Sequence
⛔k57 — Voice AI (needs phone)
⛔k58 — Conversation AI (needs phone)
⛔k56 — A2P 10DLC (needs port)
🔧 Systems & Tools
Every tool Caring Hands uses and what it does
🟢
GHL
CRM, Pipelines, Automations, Lead Capture
🟢
SignNow
E-signatures — client + caregiver docs
🟡
WellSky
Scheduling, EVV, client/caregiver mgmt
🟢
Indeed
Caregiver recruitment + applications
🟢
SurePayroll
Payroll processing for active caregivers
🔴
Ooma Phone
Port in progress — 2-4 weeks
🟢
Cloudflare
Hosting — SCRUM + Portal
🟢
Supabase
Database for SCRUM board tasks
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