SH
Senior Helpers of Greater Cincinnati
West Chester, OH · Serving Hamilton County
Sat · Apr 18, 2026 · 06:54:12
Operator Console · v0.3 · shift window 07:00–21:00
⚠ Coverage Gap Saturday 09:00 · Client R.P. · Hyde Park 45208 · STNA Sarah J. missed clock-in 14 min past start · agent active
Shift
Sat 4/18 · 09:00 – 13:00 · 4.0 hrs · companion + ADL
Client
R.P. · Hyde Park 45208 · Level-2 ADL, dementia care · WellSky #CP-1182
Scheduled
Sarah J. · STNA current · 14 months tenure
Agent status
SMS sent to Sarah J. 06:42 · no response
GeoMatch resolved 3 eligible STNA backups within 15 min of 45208 · awaiting dispatcher approval
Proposed replacements GeoMatch · STNA-current · 15 min radius
Mary T.
45226 · 8 min drive · 2 prior shifts with R.P. · STNA current
James K.
45209 · 11 min drive · new match · STNA current
Kim R.
45215 · 14 min drive · 4 prior shifts nearby · STNA renewed 2026-03
Human decision point · dispatcher ross@ on duty
STNA Renewal
3 caregivers with STNA renewal due within 30 days (HEA 7713) · Compliance Agent has drafted renewal reminders, queued to send Monday 09:00
Weather · Level 2
Hamilton County Level 2 travel advisory active · 4 Monday shifts at risk in 45226, 45230, 45242, 45243 · contingency staffing recommended
Ops Copilot · 06:44 · unprompted
Sarah J. just missed clock-in at R.P. (45208). I texted her, cross-checked the STNA pool within 15 min, and pulled three backups — Mary T. is strongest (8 min, 2 prior shifts with R.P.). Ready for you to approve in the alert above.
Ross · 06:45
who else is drifting this week?
Ops Copilot · 06:45 · checked WellSky + Retention model
Two to watch. James K. — 31% shift-rejection rate (4/13), moved moderate → high this morning. Tyler K. — 22%, two late clock-ins this week. Want me to draft a check-in for James and loop Morgan R. in for the 45230 overnights he's been turning down?
✦ scope: full dashboard
TRY:
Skill Library · 8 active · 1 paused
Capabilities your Copilot can run · extend from inside · natural-language build
Scheduling Agent on
Detects no-shows, proposes STNA backups via GeoMatch, opens dispatcher approval.
ran 2m ago·142 today·human-in-loop
Compliance Agent on
Tracks HEA 7713, Ohio Registry, Webcheck, 12-hr in-service. Drafts renewal reminders.
ran 37m ago·3 queued·auto-draft
Billing Agent on
Reconciles WellSky shifts with QBO invoices. Flags variances > $5 or 15 min.
ran 1h ago·2 flagged·QBO sync
Retention Agent on
Weekly churn model · rejection rate, PTO, tenure, no-shows. Suggests outreach.
ran 2h ago·1 high-risk·weekly
Recruiting Agent on
Pulls Cincinnati State NATC, Alia, Indeed. Cross-checks Ohio Registry. Drafts invites.
ran 14m ago·3 drafts·Outlook
Intake Agent on
Hospital referrals → care-plan skeleton. Bethesda, Christ, UC Health, Mercy.
ran 22m ago·4 active·WellSky
Franchisor Report custom
Assembles monthly Senior Helpers HQ packet from WellSky + QBO + compliance.
82% drafted·due 5/05·built by Ross
Family Weekly Update custom
Summarizes week's care notes into a plain-English family email. Your voice.
sent Fri·12 families·built by Ross
PTO Forecast paused
Projects caregiver PTO load 30 days out · needs 60 days of data · not enough yet.
paused 4/02·re-enable in ~3 wk
01Retention Health
Churn model · shift-rejection · PTO · tenure · no-shows
Week of Apr 13 · 2 flagged
Caregiver Tenure Reject rate Last PTO Shifts / wk Flags Risk
James K. 7 mo 31% (4/13) 3/28 2 no-show High
Sarah J. 14 mo 18% (4/22) 2/12 today Moderate
Mary T. 2.1 yr 6% (2/31) 1/18 — Low
Kim R. 3.4 yr 4% (1/26) 3/01 — Low
Morgan R. 9 mo 12% (3/25) — — Low
Tyler K. 4 mo 22% (4/18) 3/30 late 2x Moderate
Dana P. 1.9 yr 9% (3/32) 2/24 — Low
AI layer reviews this weekly and flags caregivers drifting toward churn.
WellSky
02Scheduling Exceptions
This week · swaps · PTO · uncovered
Sat 4/18
09:00–13:00
R.P. · Hyde Park 45208 · uncovered · see alert above
Thu 4/23
14:00–20:00
H.W. · Anderson 45230 · ⚠ uncovered 2 STNA eligible · 1 in L2 zone
Fri 4/24
08:00–12:00
S.M. · Blue Ash 45242 · swap requested by Tyler K. → Morgan R. pending approval
Mon 4/20
07:00–15:00
PTO · Kim R. · 4 shifts reassigned by Scheduling Agent auto-resolved
Tue 4/21
overnight
K.L. · Indian Hill 45243 · new overnight request · no STNA-overnight eligible within 20 min
WellSky
03Client Intake
Referral pipeline · 4 active
Bethesda North (TriHealth)
Referral received 4/17 · 45230 · level-1 ADL
Intake call
4/21 · 10:30
The Christ Hospital
In-home assessment · 45209 · dementia
Assessment
4/22 · care plan draft
UC Health West Chester
Care plan complete · 45215 · post-surgical
STNA match
pending · 2 eligible
Mercy Health Anderson
Referral 4/18 · 45244 · awaiting family callback
Callback
Outlook reminder 4/19
Outlook WellSky
04Compliance Tracker
Ohio Nurse Aide Registry · HEA 7713 · 12-hr in-service · ORC 3721.121 / Webcheck
5 green · 2 amber · 1 red
Caregiver Ohio Registry HEA 7713 12-hr in-service BCI Webcheck Status
Sarah J. ✓ current due 2026-06-14 8 / 12 hrs YTD ✓ cleared 2025-11
Mary T. ✓ current 2027-02-03 ✓ complete ✓ cleared 2026-01
James K. ✓ current due 2026-05-02 4 / 12 hrs YTD ✓ cleared 2025-08
Kim R. ✓ current 2028-03-14 (renewed) ✓ complete ✓ cleared 2026-01
Morgan R. ✓ current 2027-09-20 10 / 12 hrs YTD ✓ cleared 2025-12
Tyler K. pending — — in queue · Webcheck 2–6 wk
Dana P. ✓ current 2027-11-05 ✓ complete ✓ cleared 2025-10
Jamie D. verifying — — submitted 4/11
Agency license · ODH Non-Medical Home Health Services License (HEA0622) · current renewal Q3 2026 · franchisor report 82% complete · due 2026-05-05
WellSky Google Drive
05Recruiting Pipeline
April cohort · STNA hire target 4
14
Applicants
5
Phone-screen
2
Interview
1
Offer
Jamie D.
Cincinnati State NATC · cohort 2026-03 · phone-screen 4/22 (Outlook)
NATC 75-hr
Morgan R.
Alia Healthcare STNA · interview Thu 4/23 · prior home care 2 yr
Alia
Tyler K.
Indeed · STNA verification pending · Ohio Registry check in queue
Indeed
Google Outlook
06Billing & QBO Reconciliation
Pay period 4/13 – 4/26 · QBO sync
QBO last synced
14 min ago· auto
Shifts logged (WellSky)
1,247· this period
Invoices generated
38· 3 pending review
Variances flagged
2· WellSky ↔ QBO
Payroll period ends
Fri 4/25· on-track
Bill / Pay · private
$29.50/hr · pay $18.20/hr
Revenue · 12 mo
$2.41M TTM · +18%
QuickBooks
07AGENT ACTIVITY · Logic chains
LIVE · 5 of 142 today · view full log →
2 min ago
Scheduling
detected Sarah J. no-show at R.P. shift (09:00, 45208) → cross-referenced STNA-current pool within 15 min of 45208 → proposed Mary T. (8 min, 2 prior R.P. shifts) · awaiting dispatcher approval
review ↑
14 min ago
Recruiting
received 3 Cincinnati State NATC cohort applications → cross-checked Ohio Nurse Aide Registry → drafted phone-screen invites in Outlook · pending your review
open drafts
37 min ago
Compliance
scanned STNA renewal dates → 3 caregivers within 60 days of HEA 7713 expiry → drafted renewal reminders · queued to send Monday 09:00
view queue
1 hr ago
Billing
reconciled 23 WellSky shifts with QBO invoices → 2 variances detected (shift 4/15 H.W. · 7.25 hrs logged vs 7.00 invoiced) · flagged for review
resolve
2 hrs ago
Retention
weekly churn analysis → 1 caregiver moved moderate → high risk (James K. · 4 shift rejections this month) → suggests outreach · awaiting your approval
draft outreach