Skilled-nursing operations — census, staffing, shifts, care tasks, incidents, and compliance in one backend.

Table · Facilities

The facility itself — name, address and the contact emails that alerts go to — and the anchor every unit, staff member, resident and log entry is scoped to.

• 12 fields · 2 recs
• 6 text
• 1 number
• 1 decision_box
• 4 email

Table · Units

The nursing units inside each facility, giving census, shifts, staffing targets and rounds their per-unit view of the building.

• 5 fields · 6 recs
• 1 text
• 1 select
• 1 number
• 1 decision_box
• 1 connection

Table · Staffing Targets

Per-unit, per-shift staffing targets that the shift board is filled against, so a coverage gap shows up as soon as a unit falls short.

• 5 fields · 14 recs
• 1 select
• 2 number
• 2 connection

Table · Residents

The resident roster every other screen hangs off: who is in which room, their status and care level, and the family contacts and updates that belong to them.

• 17 fields · 105 recs
• 4 text
• 2 date
• 3 select
• 1 long_text
• 1 multi-select
• 1 decision_box
• 1 files
• 4 connection

Table · Census

A running head-count by unit so the DON and administrator can answer "how full are we tonight?" without walking the floors.

• 8 fields · 280 recs
• 1 date_time
• 1 text
• 2 select
• 1 long_text
• 3 connection

Table · Staff

The staff roster for each facility — role, default unit and linked login — that shifts are assigned to and credentials are tracked against.

• 11 fields · 20 recs
• 3 text
• 4 select
• 1 email
• 3 connection

Table · Shifts

The shift board schedulers fill against each unit's staffing target, with call-offs, no-shows and coverage gaps visible at a glance.

• 11 fields · 54 recs
• 1 date
• 4 select
• 2 number
• 1 decision_box
• 3 connection

Table · Task Schedules

Each resident's recurring care routine, the schedule the daily sweep turns into that day's care tasks on the nurse rounds screen.

• 9 fields · 9 recs
• 2 select
• 1 number
• 1 text
• 1 decision_box
• 1 long_text
• 3 connection

Table · Care Tasks

Today's care tasks for every room, generated from the resident's schedule and worked off the nurse rounds screen.

• 11 fields · 36 recs
• 2 select
• 2 date_time
• 1 long_text
• 6 connection

Table · Incidents

Incident reports from first write-up through DON sign-off and state-reportability, with the filing clock tracked on each one.

• 23 fields · 11 recs
• 1 text
• 5 select
• 5 date_time
• 3 long_text
• 2 decision_box
• 1 date
• 1 files
• 5 connection

Table · Checklist Templates

Reusable checklist definitions for each facility, with a default assignee, from which the recurring compliance checks are generated.

• 8 fields · 6 recs
• 1 text
• 3 select
• 2 decision_box
• 2 connection

Table · Compliance Checks

Daily compliance checklists spun up from templates, ticked off by the compliance officer and flagged automatically when they slip past due.

• 11 fields · 12 recs
• 1 text
• 4 select
• 1 date
• 1 date_time
• 1 long_text
• 3 connection

Table · Credentials

Licenses and certifications for every staff member, so an expiring credential is caught before it puts someone on the schedule.

• 7 fields · 19 recs
• 2 select
• 2 date
• 1 files
• 2 connection

Table · Family Contacts

Relatives and responsible parties for each resident, linked to a portal login so they see updates on their resident and nothing else.

• 8 fields · 12 recs
• 2 text
• 1 select
• 1 email
• 1 decision_box
• 3 connection

Table · Family Updates

Warm, PHI-free updates written by staff and published to the family portal so relatives stay informed without calling the front desk.

• 8 fields · 10 recs
• 1 text
• 1 long_text
• 1 files
• 1 select
• 1 date_time
• 3 connection

Table · Audit Log

Append-only record of who changed what and when on resident records across the facility, kept for survey and compliance review and never edited by hand.

• 8 fields · 106 recs
• 1 date_time
• 1 select
• 2 text
• 1 decision_box
• 1 long_text
• 2 connection

Table · Referral Inquiries

Admission inquiries submitted through the public referral form, tracked by status so the admissions team can follow up on each prospective resident.

• 8 fields · 2 recs
• 2 text
• 1 email
• 3 select
• 1 long_text
• 1 connection

Role · Admin

Runs the building: sets up units, staffing targets, checklist templates and users, and oversees census, incidents and compliance for their own facility.

• 2 users

Role · DON

Clinical lead who reviews incidents, decides what is state-reportable, and keeps an eye on care tasks and compliance across every unit.

• 2 users

Role · Nurse

Floor staff working a rounds screen of today's rooms and tasks, filing incidents and quick census updates for their own unit only.

• 3 users

Role · Scheduler

Builds the schedule, fills open shifts against staffing targets and watches coverage and hours-per-resident-day, without seeing clinical detail.

• 1 user

Role · Compliance Officer

Owns the checklists, credentials and audit trail that a survey will ask about, with read-only visibility into clinical records.

• 1 user

Role · Family

A responsible party's read-only portal showing their resident's status and the updates staff have published, and nothing else.

• 2 users

Role · Public (referral form)

Lets prospective families submit a bed-availability inquiry from the public site without a login and without seeing any resident data.

Workflow · Staff user provisioning

Gives a new staff member a working login scoped to their facility and unit the moment their staff record is saved.

• 1 step
• on Staff

Workflow · Family portal linking

Connects a family contact's portal login to their resident so they see only what belongs to them.

• 2 steps
• on Family Contacts

Workflow · Admission

Opens the first census entry and sends the welcome email the moment a new resident is admitted.

• 1 step
• on Residents

Workflow · W3a Credential denormalization

Stamps the staff member's facility onto each new credential so it lands in the right facility's expiry ladder and reports.

• 1 step
• on Credentials

Workflow · Census denormalization

Fills in facility, unit and room on every new census movement from the resident so the head-count rolls up by unit without re-entry.

• 1 step
• on Census

Workflow · Care Task denormalization

Tags each new care task with the resident's facility and unit so it shows on the right rounds screen and unit reports.

• 1 step
• on Care Tasks

Workflow · W5a Task Schedule denormalization

Tags each new task schedule with the resident's facility and unit so daily task generation stays scoped to the right building and floor.

• 1 step
• on Task Schedules

Workflow · W5b Task completion stamp

Records who closed out a care task and when, the moment it is marked completed or refused on the rounds screen.

• 1 step
• on Care Tasks

Workflow · Incident intake

Routes every new incident to the DON for review and raises an immediate alert when it is major or sentinel.

• 3 steps
• on Incidents

Workflow · W6b DON sign-off stamp

Stamps the DON's sign-off on an incident the moment its status flips to signed, giving surveyors a clean timestamp on every review.

• 1 step
• on Incidents

Workflow · Reportability clock

Starts the state filing clock the moment the DON marks an incident reportable, so the deadline is never guessed at.

• 1 step
• on Incidents

Workflow · Reportability deadline watch

Checks every hour for reportable incidents and follow-up investigations that have not been filed and chases the people responsible before the deadline.

• 4 steps
• on Incidents

Workflow · Daily task generation

Builds each morning's care task list for every resident from their recurring schedule so nurses start the shift with rounds ready to go.

• 2 steps
• on Task Schedules

Workflow · Missed task escalation

Flags care tasks that slip past their scheduled time and escalates them to the unit so nothing is quietly missed.

• 2 steps
• on Care Tasks

Workflow · Shift assignment and credential gate

Warns the scheduler when an assigned staff member has an expiring or expired credential and confirms the shift to the staff member by email.

• 4 steps
• on Shifts

Workflow · Coverage gap

Turns a call-off or no-show into an open-shift alert so the scheduler can cover the gap before the shift starts.

• 1 step
• on Shifts

Workflow · Credential expiry ladder

Warns staff and the compliance officer as credentials approach expiry and marks them expired the day they lapse.

• 4 steps
• on Credentials

Workflow · Compliance generation

Creates today's compliance checks from the active checklist templates so the compliance officer never has to set them up by hand.

• 2 steps
• on Checklist Templates

Workflow · Compliance overdue

Sweeps for compliance checks past their due date, marks them overdue and escalates them before a surveyor finds the gap.

• 2 steps
• on Compliance Checks

Workflow · Staffing target denormalization

Copies the unit's facility onto each new staffing target so the shift board compares coverage against the right building's numbers.

• 1 step
• on Staffing Targets

Workflow · Resident status change

Handles hospital transfers, discharges and deaths by updating the census, pausing task schedules and notifying the family.

• 2 steps
• on Residents

Workflow · Family Update publish

Publishes a staff-written update to the family portal, recording who wrote it and when it went live.

• 3 steps
• on Family Updates

Workflow · Audit - resident record events

Writes an audit log row every time a resident record is created or changed, so survey prep can show exactly who touched what and when.

• 1 step
• on Residents

Workflow · Referral intake

Sends every bed-availability inquiry from the public form straight to admissions so a prospective family hears back quickly.

• 2 steps
• on Referral Inquiries

Email · Admission welcome

Welcome to {{facility_name}}

Email · Shift assignment

You are scheduled: {{shift_date}} {{shift_type}}

Email · Incident filed - DON review

Incident {{incident_id}} filed on {{unit_name}}

Email · Major or sentinel incident alert

{{severity}} incident {{incident_id}} on {{unit_name}}

Email · State-reportability deadline

Reportable incident {{incident_id}}: due {{report_due_at}}

Email · Missed task escalation

{{missed_count}} missed tasks on {{unit_name}}

Email · Credential warning on scheduled staff

Credential problem on {{shift_date}} {{shift_type}}

Email · Coverage gap

Open shift: {{shift_date}} {{shift_type}} on {{unit_name}}

Email · Credential expiry tier

{{tier}}: {{credential_type}} expires {{expiration_date}}

Email · Overdue checklists

{{overdue_count}} overdue compliance checks

Email · Staffing below target

Below target: {{unit_name}} {{shift_type}}

Email · Resident status change

An update about {{resident_first_name}}

Email · Referral inquiry received

New bed inquiry from {{inquirer_name}}

AI agent · Incident Intake and Reportability

Turns a nurse's rough incident narrative into a structured report and recommends whether the state-reportability clock should start.

• 5 tools

AI agent · Daily Staffing Brief

Gives the DON and scheduler a morning brief on coverage, hours per resident day and any credential risk on today's schedule.

• 4 tools

AI agent · Survey-Prep Auditor

Runs a mock survey against your records and hands back a punch list grouped by F-tag so you fix gaps before the real one.

• 5 tools

AI agent · Family Update Drafter

Drafts warm, PHI-free portal updates for families from a few notes, ready for a nurse to review and publish.

• 5 tools

AI agent · Facility Ops Assistant

Answers the administrator's questions about census, staffing and open incidents across the facility without opening a report.

• 4 tools

AI agent · Rounds Companion

A nurse's pocket assistant for today's rounds: which rooms are due, what is flagged and what still needs doing.

• 2 tools

AI agent · Staffing Assistant

Helps the scheduler see coverage, open shifts and staffing ratios by unit and shift in plain language.

• 4 tools

AI agent · Compliance Assistant

Walks the compliance officer through open incidents, reportability deadlines and overdue checks.

• 4 tools

AI agent · Family Companion

Lets a family member ask about their loved one and get answers drawn only from the updates published for their resident.

• 2 tools

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Relationship

Units connects to Facilities through "Facility".

• Units
• Facilities

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Staffing Targets connects to Facilities through "Facility".

• Staffing Targets
• Facilities

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Staffing Targets connects to Units through "Unit".

• Staffing Targets
• Units

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Residents connects to Facilities through "Facility".

• Residents
• Facilities

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Residents connects to Units through "Unit".

• Residents
• Units

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Residents connects to Staff through "Primary Physician".

• Residents
• Staff

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Residents connects to Family Contacts through "Responsible Party".

• Residents
• Family Contacts

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Census connects to Facilities through "Facility".

• Census
• Facilities

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Census connects to Residents through "Resident".

• Census
• Residents

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Census connects to Units through "Unit".

• Census
• Units

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Staff connects to Facilities through "Facility".

• Staff
• Facilities

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Staff connects to Units through "Default Unit".

• Staff
• Units

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Shifts connects to Facilities through "Facility".

• Shifts
• Facilities

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Shifts connects to Units through "Unit".

• Shifts
• Units

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Shifts connects to Staff through "Assigned Staff".

• Shifts
• Staff

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Task Schedules connects to Facilities through "Facility".

• Task Schedules
• Facilities

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Task Schedules connects to Residents through "Resident".

• Task Schedules
• Residents

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Task Schedules connects to Units through "Unit".

• Task Schedules
• Units

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Care Tasks connects to Facilities through "Facility".

• Care Tasks
• Facilities

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Care Tasks connects to Residents through "Resident".

• Care Tasks
• Residents

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Care Tasks connects to Units through "Unit".

• Care Tasks
• Units

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Care Tasks connects to Task Schedules through "Task Schedule".

• Care Tasks
• Task Schedules

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Care Tasks connects to Staff through "Assigned To".

• Care Tasks
• Staff

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Care Tasks connects to Staff through "Completed By".

• Care Tasks
• Staff

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Incidents connects to Facilities through "Facility".

• Incidents
• Facilities

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Incidents connects to Residents through "Resident".

• Incidents
• Residents

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Incidents connects to Units through "Unit".

• Incidents
• Units

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Incidents connects to Staff through "Reported By".

• Incidents
• Staff

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Incidents connects to Staff through "DON Signed By".

• Incidents
• Staff

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Checklist Templates connects to Facilities through "Facility".

• Checklist Templates
• Facilities

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Checklist Templates connects to Staff through "Default Assignee".

• Checklist Templates
• Staff

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Compliance Checks connects to Facilities through "Facility".

• Compliance Checks
• Facilities

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Compliance Checks connects to Checklist Templates through "Template".

• Compliance Checks
• Checklist Templates

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Compliance Checks connects to Staff through "Assigned To".

• Compliance Checks
• Staff

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Credentials connects to Facilities through "Facility".

• Credentials
• Facilities

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Credentials connects to Staff through "Staff".

• Credentials
• Staff

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Family Contacts connects to Facilities through "Facility".

• Family Contacts
• Facilities

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Family Contacts connects to Residents through "Resident".

• Family Contacts
• Residents

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Family Updates connects to Facilities through "Facility".

• Family Updates
• Facilities

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Family Updates connects to Residents through "Resident".

• Family Updates
• Residents

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Family Updates connects to Staff through "Posted By".

• Family Updates
• Staff

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Audit Log connects to Facilities through "Facility".

• Audit Log
• Facilities

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Referral Inquiries connects to Facilities through "Facility".

• Referral Inquiries
• Facilities