Start of Day
Your morning briefing
Missed reporting — clients flagged
Upcoming reports due
Upcoming court dates
Today's Roster
Work today's check-ins
Reporting Calendar
Click a client name to jump to their roster card. Red = flagged for missed reporting.
Client Roster
Generate Note
Visit details
GPS / Band check (skip if no GPS)
Next steps
Visit details
Client status
GPS compliance (skip if no GPS)
Next steps
Visit details
Client status
GPS / movement review
Next steps
Visit details
Client status
CAM review
Next steps
Minimum Clients
Alert Processing
Filter alerts
Progress Reports
Placement Summary — paste into CMS
Failure to Report
This week's failures to report (Mon–Fri) · one consolidated court notification
Weekly rhythm:
This week's failures to report accumulate in the list below as the week runs (Mon–Fri). ·
As each client reports (here, on Today's Roster, or by generating a weekly note) they move down to "Reported this week." ·
Anyone still missing gets a "Needs action report" box — auto-checked once they hit 2+ missed weeks, but always yours to toggle. ·
On Friday, send the one consolidated court notification at the bottom — Start of Day will remind you.
Still need to report
▸ Reported this week (0)
Court notification email
To:
Subject:
Lists everyone who hasn't reported this week, in two groups — this week's misses, then anyone missing 2+ weeks. Attach each flagged (2+ week) client's action-report PDF before sending. No signature is added here — Outlook will apply yours automatically.
End of Day
Initial meetings — today
Intakes flow in from Start of Day → Start intake; generating the initial note and clicking Log as Reported marks them here. Failed entries carry your contact attempts into the supervisor email below.
Initial-meetings email & PDFs
1 — Download the form PDFs (failed clients get sheets marked FTR) · 2 — open the team email and attach them · 3 — if anyone failed to report, send the supervisor email (no attachment needed).
Step 1 — Download form PDFs (all clients — attach these to team email)
Generates one PDF per client. Reported clients show contact info in the notes; failed-to-report clients are marked FTR with your contact attempts written into the notes section. All save to your Downloads folder. Then attach them to the team email in Step 2.
PDFs downloaded
Step 2 — Team email (clients who reported — attach PDFs from Step 1)
Sends to all 11 team recipients. Download PDFs first (Step 1), then attach them after opening this email.
Front Desk
When a client reports — at the window or on the phone — find them below and click In person or By phone. If they mention anything (an issue, a question), type it in the note box first so it travels with the check-in. In-person check-ins show on everyone's screen; the client's own monitor clicks Got it and the entry flips to ✓ Seen, so you know whether to walk back. Clients with no assigned monitor alert the whole team — first to click Got it takes them.
Check a client in
Today's front-desk log
Check-in history
Team Sync
One folder on the networked drive connects the team. The supervisor publishes a broadcast (message, daily assignments, pushed clients, update notices); each monitor's app sends back a snapshot (caseload stats and flagged clients). Nothing is added to your roster without clicking Apply.