Operations

End Of Day Review

Close out the day from one page: confirm imported appointments, review unresolved statuses, make sure required reports are attached, and check final totals before closing.

Backend Home Daily Operations Imported That Day Daily Detail Report

Closeout Date

Review day before closing

Total Appointments11
Linked Visits11
Need Review11
Completed0
Missing Reports0
No Shows0
Canceled0
Rescheduled0

Closeout Checklist

What still needs attention

11 appointment(s) still need a final pass before the day is fully closed out.
  • Confirm every drop off and pick up has the correct final status.
  • Confirm required reports are attached for pickup and existing-customer follow-up.
  • Review imported appointments to make sure morning sync brought in the expected people.
  • Check no shows, canceled, and rescheduled rows so the day does not stay stuck as scheduled.
  • Use the Daily Detail totals below as the final closeout numbers for the day.

Daily Totals

Closeout numbers for 2026-05-01

Total Customers10.00
New Customers4.00
Cash$60.15
Check$67.41
Credit$401.40
Edwards$0.00
Total Sales$552.68
Total No Edwards$552.68

Needs Review

Appointments still blocking closeout

This list stays focused on appointments that are still scheduled, missing a visit link, missing a required report, or carrying provider notes that need a final look.

Start Customer Status Visit Report Provider Notes Actions
2026-05-01 10:00:00 Marie Campbell
mcampbell13@aim.com
 scheduled Visit #129460 Missing
Needed: No
 Daily Ops
2026-05-01 10:30:00 Rae Atkins
rae.flkey@yahoo.com
 scheduled Visit #129461 Missing
Needed: No
 Daily Ops
2026-05-01 11:00:00 Susan Harrison
sharrison@medicalcollections.com
 scheduled Visit #129462 Missing
Needed: No
 Daily Ops
2026-05-01 11:30:00 Heather Chinery
chinery.heather@yahoo.com
 scheduled Visit #129477 Missing
Needed: No
 Daily Ops
2026-05-01 13:00:00 Roxann Diaz
roxann.diaz1223@gmail.com
 scheduled Visit #129464 Missing
Needed: No
 Daily Ops
2026-05-01 13:30:00 Karley Martin
maskavichkarley@gmail.com
 scheduled Visit #129465 Missing
Needed: No
 Daily Ops
2026-05-01 14:00:00 Isabelle Buakey
erin.buskey@gmail.com
 scheduled Visit #129478 Missing
Needed: No
 Daily Ops
2026-05-01 14:30:00 Venkatesh Chanda
venkateshchanda2012@gmail.com
 scheduled Visit #129466 Missing
Needed: No
 Daily Ops
2026-05-01 15:00:00 Vilma Sivonen
vilma.ilona.sivonen@gmail.com
 scheduled Visit #129467 Missing
Needed: No
 Daily Ops
2026-05-01 15:30:00 Frances Kellner
forestlake299@yahoo.com
 scheduled Visit #129468 Missing
Needed: No
 Daily Ops
2026-05-01 16:00:00 Cassie Cardi
cassandracardi@yahoo.com
 scheduled Visit #129479 Missing
Needed: No
 Daily Ops

Imported That Day

Recent imported appointments

Imported Appointment Customer Label
2026-05-01 19:03 2026-05-01 10:00 Marie Campbell Pending
2026-05-01 19:03 2026-05-01 10:30 Rae Atkins Pending
2026-05-01 19:03 2026-05-01 11:00 Susan Harrison No label
2026-05-01 19:03 2026-05-01 11:30 Heather Chinery New
2026-05-01 19:03 2026-05-01 13:00 Roxann Diaz No label
2026-05-01 19:03 2026-05-01 13:30 Karley Martin Pending
2026-05-01 19:03 2026-05-01 14:00 Isabelle Buakey New
2026-05-01 19:03 2026-05-01 14:30 Venkatesh Chanda Pending
2026-05-01 19:03 2026-05-01 15:00 Vilma Sivonen Pending
2026-05-01 19:03 2026-05-01 15:30 Frances Kellner Pending
2026-05-01 19:03 2026-05-01 16:00 Cassie Cardi Pending

Recent Job Runs

Import and scheduled job history

Job Status Started Finished
morning_jobs completed 2026-05-09 10:00:01 2026-05-09 10:00:03
morning_jobs completed 2026-05-08 18:09:43 2026-05-08 18:09:44
morning_jobs completed 2026-05-08 18:09:41 2026-05-08 18:09:43
morning_jobs completed 2026-05-08 10:35:42 2026-05-08 10:35:44
morning_jobs completed 2026-05-08 10:00:02 2026-05-08 10:00:03
morning_jobs completed 2026-05-07 10:00:02 2026-05-07 10:00:03
morning_jobs completed 2026-05-06 10:00:01 2026-05-06 10:00:02
morning_jobs completed 2026-05-05 10:00:02 2026-05-05 10:00:03

No Show History

Recent no-show log

Customer Email Template Date
Vilma Sivonen vilma.ilona.sivonen@gmail.com none 2026-05-01 20:36:19
Vilma Sivonen vilma.ilona.sivonen@gmail.com none 2026-05-01 20:36:19
Tennille Hill mrs.tennillehill@yahoo.com none 2026-04-25 21:06:27
Tennille Hill mrs.tennillehill@yahoo.com none 2026-04-25 21:06:01
Tana Gundry filmtana@gmail.com none 2026-04-25 20:33:39
Tana Gundry filmtana@gmail.com none 2026-04-25 20:33:14
Gladys Shepard ladygjune@yahoo.com none 2026-04-20 13:54:03
Gladys Shepard ladygjune@yahoo.com none 2026-04-20 13:53:37

Status Mix

How the day ended

Drop Off0
Pick Up0
No Show0
Canceled0
Rescheduled0
Provider Notes0