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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);
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Sprint · Apr 14–18, 2026
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📋 Sprint Board
🗺️ Workflows
📁 Master Folder
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👩‍⚕️ Caregiver Onboarding — Phase 1: Before Orientation
Docs required BEFORE caregiver attends orientation — sent via SignNow
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📝
Application
w/ Emergency Contacts
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🔏
BG Consent
Background check signed
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📄
Resume + ID
Govt ID + SS Card
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📜
Credentials
CPR, License, 2 Refs
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Background Screening
DPS, Sex Offender, NAR, EMR, Drug, TB
🎓 Caregiver Onboarding — Phase 2: At Orientation
Danny handles all of these in person on orientation day
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W-4 + I-9
Tax + eligibility forms
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🏦
Direct Deposit
SurePayroll setup
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📅
Availability Sheet
Shift preferences
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💉
Hep B Form
Consent or Declination
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🗒️
Orientation Checklist
Signed + dated
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🧪
Workplace Test
In-person competency
✍️ Caregiver Onboarding — Phase 3: After Orientation
All sent via SignNow after orientation passes — must complete before first shift
🔴Offer Letter
🔴Welcome Letter
🔴TB Memo or Results
✅Employee Handbook (signed)
🔴Non-Compete Agreement
🔴Workers Comp Acknowledgement
✅HIPAA Confidentiality (signed)
🔴Patient Rights Acknowledgement
🔴Company Policies Acknowledgement
🔴ANE Acknowledgement
🔴Job Description (signed)
🔴Skills Validation Checklist
🔴Competency Test — Workplace Violence
🔴Competency Test — Infection Control
🔴Competency Test — Bloodborne Pathogen
🔴Competency Test — HIPAA
🔴Emergency Preparedness Acknowledgement
🔄 Caregiver Onboarding — Phase 4: Recurring
Ongoing compliance requirements — automated reminders to be built
📅Annual Performance Evaluation (12 mo)
📅Annual Competency Tests (12 mo)
📅TB Test / Memo Renewal (12 mo)
📅Background Check Renewal (12 mo)
📅OIG / SAM Recheck (12 mo)
📅CPR Certification Renewal (24 mo)
🏠 Client Intake Flow
From first inquiry to active client — all required by TX HCSSA 26 TAC §558.301
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📞
New Inquiry
GHL pipeline created
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✓
🗓️
Assessment Scheduled
Danny does in-home visit
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Needs Assessment
Home + care assessment
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ISP Created
Individual Service Plan
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✍️
Docs Signed
All intake forms via SignNow
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👩‍⚕️
Caregiver Assigned
WellSky schedule set
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🏠
Active Client
Services started
⚙️ GHL Automations
Workflows built and pending for Caring Hands
🔴k12 — Assessment Done → SignNow
🔴k29 — Caregiver Accepted → SignNow
⚡k17 — Docs Signed → WellSky Alert
🔴k15 — Referral Partner Nurture
🔴k16 — Indeed Applicant → GHL
🔴k11 — Assessment Scheduled → SMS
🔴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
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A2P 10DLC
Registration in progress — 2-5 days
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Cloudflare
Hosting — SCRUM + Portal
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Supabase
Database for SCRUM board tasks
📁 Master Folder — D:\CaringHandsHomeHealthTxLLC\
Google Drive shared folder · Based on TX HCSSA 26 TAC Chapter 558 · RED = HHSC required · ✅ = file exists · Orange = pending
🔴 01_COMPLIANCE HHSC First Check
📂License_And_Registration✅ 1 file
📄HCSSA PAS License (current)HHSC
📄License Renewal Dates tracker
📄EIN LetterIRS
📄LLC Certificate of Formation
📄Business Address Proof
📂QAPIRequired
📄QAPI Program DescriptionHHSC
📄Annual QAPI Report
📄Incident Log
📄Corrective Action Plans
📂Survey_Readiness
📄HHSC Survey Checklist
📄Deficiency Correction Log
📂Abuse_Neglect_Exploitation
📄ANE Reporting PolicyHHSC
📄ANE Incident Reports
📄CIMS Reporting Log
🔴 02_HR 26 TAC §558.246
📂Caregiver_Files / [LastName_FirstName]
📁Morris_Jada
📁Loving_Raven
📁Shaw_Jolie
📄Application + Emergency ContactsRequired
📄Background Check Consent + DPS ResultsRequired
📄Sex Offender Registry CheckRequired
📄Nurse Aide Registry (NAR) CheckRequired
📄Employee Misconduct Registry CheckRequired
📄OIG + SAM Exclusion CheckRequired
📄TB Test / TB Assessment MemoRequired
📄Hep B Consent or DeclinationOSHA
📄W-4 + I-9Federal
📄CPR Certification (2yr renewal)Required
📄HS Diploma / GEDRequired
📄2 Professional ReferencesRequired
📄Offer Letter + Job Description (signed)Required
📄Employee Handbook (signed)Required
📄HIPAA Confidentiality (signed)Required
📄Patient Rights AcknowledgementRequired
📄Company Policies + ANE AcknowledgementRequired
📄Non-Compete + Workers Comp
📄Orientation Checklist (signed + dated)Required
📄Skills Validation ChecklistRequired
📄All 5 Competency TestsRequired
📄Annual Performance EvaluationsRequired
📂Applicants
📁Adams_Trinadi
📁Thomas_Luke
📁Jones_Aaliyah
📁Reed_Monica
📁Valencia_Noah
📂Former_EmployeesRetain 5 yrs
📂HR_Templates✅ 5 files
📄CH_Employment_Application.pdf✅ Branded
📄Employee File Checklist.pdf
📄Personnel File Audit Tool.pdf
📄Caregiver Non-Compete.pdf
📄Offer Letter TemplateNeeds Build
📂Payroll✅ 1 file
📄Adding a New Employee in SurePayroll.pdf
🔴 03_CLIENTS 26 TAC §558.301
📂Active_Clients / [LastName_FirstName]
📄Client Intake FormRequired
📄Home Care Needs AssessmentRequired
📄Home Safety ChecklistRequired
📄Individual Service Plan (ISP)Required
📄Service Agreement (Private Pay)Required
📄Client Rights + ResponsibilitiesRequired
📄Grievance Policy (signed)Required
📄HIPAA AuthorizationRequired
📄Authorization for Emergency Medical CareRequired
📄Advance Directives DiscussionRequired
📄Infection Control + Emergency Prep PlanRequired
📄Care Notes / Visit Logs (EVV)
📂Discharged_Clients
📂Client_Templates✅ 2 files
📄CH_Client_Intake_PRINTABLE_v3.pdf
📄CH_Home_Care_Needs_Assessment.pdf
🟡 04_OPERATIONS HHSC Survey
📂Policies_And_ProceduresSurvey
📄Scope of Services + Admission/Discharge
📄Client Rights + Grievance Policy
📄HIPAA + Confidentiality Policy
📄Infection Control PolicyOSHA
📄Emergency Preparedness PolicyRequired
📄Workplace Violence PolicySB463 2025
📄Weapons / Firearms Policy
📄ANE Reporting PolicyRequired
📄Record Retention Policy
📂SOPs✅ 4 files
📄Caregiver Onboarding SOP.pdf
📄CLIENT INTAKE STANDARD OPERATING.pdf
📄PRICING & SERVICES SOP.pdf
📄TRANSPORTATION STANDARD.pdf
📄Scheduling + Shift Coverage SOPNeeds Build
📄Incident Reporting SOPNeeds Build
📂Training
📄Orientation CurriculumRequired
📄Competency Test — Workplace Violence
📄Competency Test — Infection Control
📄Competency Test — Bloodborne Pathogen
📄Competency Test — HIPAA
📄Annual In-Service Training Log
🟡 05_FINANCE
📄Ops Manager Agreement ($800/mo)Needs Draft
📄Client Invoices + Payment Records
📄General Liability InsuranceRequired
📄Workers Comp InsuranceRequired
📄Tax Records
🟢 06_MARKETING ✅ 116 files
📂Phase_1_Pay_To_Play2 pptx
📂Phase_2_Building_Relationships38 docs
📂Phase_3_Digital_Marketing33 docs · 20 emails · blog articles
📂Phase_4_Senior_Placement7 docs
📂Phase_5_ContractsLTC · Workers Comp · Govt Contracts
📂Provider_ListsHHA 237 · Hospice 71 · SNF 56
📂Brand_AssetsLogo · White · Brand Guide PDF
🟢 07_TECHNOLOGY
📂GHLmeKmvfbNgAwtxFEazKBZ
📂SignNowTemplates + webhook URLs
📂WellSkyEVV + caregiver mgmt
📂Scrum_PortalDeploy configs + README
🟢 08_ADMIN ✅ 6 files
📄Caring Hands Home Health LLC.pdfLLC Docs
📄Caring Hands {EIN Letter}.pdf
📄Caring Hands EIN SS4.pdf
📄Caring Hands Home Health LLC admin change.pdf
📄February Utility Bill.pdf
📄Kenneth Pineda NDA complete.pdf
📄Insurance CertificatesNeeds Upload
📄Meeting Notes + Decisions LogNeeds Build
⚠️ HHSC Survey: During unannounced inspections, surveyors check personnel files for every active caregiver, client records for every active client, your full P&P manual, QAPI documentation, and orientation/training records. Red folders above are checked first.
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
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⚡
✅
Kenneth Reviews
Approve or reject
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📨
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
→
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🎓
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
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🗓️
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
→
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📅
ISP Created
Individualized Service Plan
→
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🤝
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
🟡
A2P 10DLC
Registration in progress — 2-5 days
🟢
Cloudflare
Hosting — SCRUM + Portal
🟢
Supabase
Database for SCRUM board tasks
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