Recent activity

Employees

Follow-ups

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Top facilities by revenue

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* STR DC is a heuristic candidate flag (stretcher trip picked up from a known hospital address, configured on the Payer Rates page) — Bambi has no admission/discharge field, so treat this as a review prompt, not a confirmed count.

Facilities & Hospitals

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Flagged Issues

Price mismatches, missing rates, and STR DC candidates from every synced day

Insights

Demand patterns — when you're busiest, and how volume trends over time

Trips Revenue STR DC Unperformed

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Accounts

Every facility you serve, ranked by what it's actually worth — with contacts, complaints and activity per account

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No accounts are down 25%+ right now.

Revenue Biggest drop Least contacted A–Z

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No facilities match — clear the search, or add one from Payer Rates → Facilities & Hospitals.

Facility follow-ups

Open tasks linked to a facility — add one from the Tasks page.

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Mark Done

No open facility follow-ups.

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+ Follow-up Resolve

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Mark Done

Nothing here.

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Admin

Restricted-access roles for the Employees page — only visible to you

Visibility settings

Defaults: call-takers see nobody in the call-taker roster (not themselves, not each other); driver managers see only their own assigned drivers, not themselves. Toggle any of that on here.

Call-takers can view their own record Call-takers can view other call-takers Driver managers can view their own record Driver managers can view every driver (ignore assignment below)

Managers

Full access to everything — Dashboard, Employees, EOD Reports, Payer Rates, Flagged Issues. This is separate from Admin access (only you get that).

+ Add

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Remove

No managers yet.

Phone number is optional and only used for the SMS EOD summary — use E.164 format (e.g. +16025551234). Leave blank to skip texting a manager.

Roles

Grant an email restricted, read-only access to the Employees page. Call-takers see other call-takers (category "Call taker" on an employee); driver managers see drivers (category "Driver") — set an employee's category from the Edit Employee modal.

Call taker Driver manager + Add

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Remove

No restricted-role users yet.

Driver assignments

Each driver (category "Driver" on the Employees page) gets one assigned driver manager. That manager sees only the drivers assigned to them, unless "view every driver" is turned on above.

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Unassigned {{ m.email }}

No employees are categorized as "Driver" yet — set that from the Edit Employee modal on the Employees page.