Home Health Agency
Brightharbor Home Care · Home health agency · Denver, CO
Delia Arroyo schedules caregivers at a small home care agency and uses this to answer new referrals the same day, see which shifts are staffed and verified, and catch expiring caregiver credentials before they cause a gap.
Use this templateBy status
ReferralsPersonal care referral - Hawthorne
Companion care referral - Delacour
Respite referral - Quint
Respite referral - Mbeki-Cole
Skilled support referral - Lindgren
Personal care referral - Teague
Companion care referral - Obuya
Personal care referral - Ashworth
Tables
Referrals
8 sample rows · 9 columnsNew clients asking for care, from first call to assessment booked.
| Referral | Source | Care needed | Received | Status | Assess by | Owner |
|---|---|---|---|---|---|---|
| Personal care referral - Hawthorne | Oct 17, 2026 | New | Oct 18, 2026 | @installer | ||
| Companion care referral - Delacour | Oct 18, 2026 | New | Oct 18, 2026 | @installer | ||
| Respite referral - Mbeki-Cole | Oct 15, 2026 | Contacted | Oct 15, 2026 | — | ||
| Skilled support referral - Lindgren | Oct 13, 2026 | Contacted | Oct 16, 2026 | @installer | ||
| Personal care referral - Teague | Oct 10, 2026 | Assessment booked | Oct 13, 2026 | — | ||
| Companion care referral - Obuya | Sep 28, 2026 | Started | Oct 2, 2026 | — | ||
| Personal care referral - Ashworth | Oct 4, 2026 | Declined | Oct 7, 2026 | — | ||
| Respite referral - Quint | Oct 16, 2026 | New | Oct 16, 2026 | — |
Shifts
14 sample rows · 10 columnsEvery scheduled visit with hours and whether it was verified.
| Shift | Client | Caregiver | Starts | Hours | Status | Visit verified |
|---|---|---|---|---|---|---|
| Morning care - Hawthorne | Eleanor Hawthorne | Ottis Brennan | Oct 18, 2:00 PM | 4 | In progress | No |
| Afternoon visit - Teague | Bartholomew Teague | Yvette Okonkwo | Oct 18, 7:00 PM | 3 | Scheduled | No |
| Evening care - Mbeki-Cole | Odile Mbeki-Cole | Casper Lindholm | Oct 18, 11:00 PM | 4 | Scheduled | No |
| Morning care - Lindgren | Rosalind Lindgren | Casper Lindholm | Oct 14, 3:00 PM | 5 | Scheduled | No |
| Bathing and breakfast - Hawthorne | Eleanor Hawthorne | Ottis Brennan | Oct 16, 2:00 PM | 4 | Scheduled | No |
| Garden and lunch visit - Teague | Bartholomew Teague | Yvette Okonkwo | Oct 23, 7:00 PM | 3 | Scheduled | No |
| Morning care - Hawthorne (completed) | Eleanor Hawthorne | Ottis Brennan | Oct 17, 2:00 PM | 4 | Completed | Yes |
| Evening care - Mbeki-Cole (last) | Odile Mbeki-Cole | Casper Lindholm | Oct 16, 11:00 PM | 4 | Completed | Yes |
| Morning care - Lindgren (prior) | Rosalind Lindgren | Casper Lindholm | Oct 15, 3:00 PM | 5 | Completed | Yes |
| Missed afternoon - Teague | Bartholomew Teague | Yvette Okonkwo | Oct 14, 7:00 PM | 3 | Missed | No |
| Morning routine - Hawthorne (last week) | Eleanor Hawthorne | Ottis Brennan | Oct 12, 2:00 PM | 4 | Completed | Yes |
| Respite visit - Ashworth | Anatoly Ashworth | Yvette Okonkwo | Sep 28, 4:00 PM | 6 | Completed | Yes |
Clients
7 sample rows · 10 columnsEveryone receiving care, funding, care level and weekly hours.
| Client | Status | Phone | Funding | Care level | Hours per week | Supervisor |
|---|---|---|---|---|---|---|
| Eleanor Hawthorne | (720) 555-0131 | 20 | Marisol Whitfield, RN | |||
| Bartholomew Teague | (720) 555-0132 | 12 | Marisol Whitfield, RN | |||
| Odile Mbeki-Cole | (720) 555-0133 | 28 | Marisol Whitfield, RN | |||
| Cornelius Delacour | (720) 555-0134 | 8 | Marisol Whitfield, RN | |||
| Rosalind Lindgren | (720) 555-0135 | 15 | Marisol Whitfield, RN | |||
| Anatoly Ashworth | (720) 555-0136 | 18 | Marisol Whitfield, RN | |||
| Beatrice Obuya | (720) 555-0137 | 10 | Marisol Whitfield, RN |
Credentials
8 sample rows · 9 columnsLicences, tests and training for every caregiver, and when they expire.
| Credential | Caregiver | Type | Issued | Expires | Status | Compliance owner |
|---|---|---|---|---|---|---|
| CPR certification - Brennan | Ottis Brennan | Nov 17, 2024 | Nov 12, 2026 | Renewal requested | @installer | |
| TB screening - Okonkwo | Yvette Okonkwo | Dec 22, 2025 | Dec 22, 2026 | Valid | — | |
| Annual training - Lindholm | Casper Lindholm | Oct 23, 2025 | Oct 16, 2026 | Renewal requested | @installer | |
| Nursing licence - Whitfield | Marisol Whitfield, RN | Jun 5, 2025 | Jun 5, 2027 | Valid | — | |
| Background check - Okonkwo | Yvette Okonkwo | Jan 22, 2024 | Sep 17, 2028 | Valid | — | |
| CPR certification - Lindholm | Casper Lindholm | Oct 8, 2024 | Oct 8, 2026 | Expired | @installer | |
| TB screening - Brennan | Ottis Brennan | Nov 22, 2025 | Nov 22, 2026 | Valid | — | |
| Annual training - Okonkwo | Yvette Okonkwo | Apr 1, 2026 | Apr 1, 2027 | Valid | — |
Also included
- Mark contacted
- Assessment booked
- Start shift
- Mark completed
- Mark renewal requested
- Mark valid
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