Professional Marketing Command Center
Prospect intake, referral management, staff tracking, EVV, GPS mileage, family communication, and clinical notes all in one place.
| Sel | Name | Status | Source | Marketer | Next Step | Edit |
|---|
Full Detail View
| Name | Status | Phone | Address | Secondary | Source | Marketer | Next Step | Edit |
|---|
| Sel | Contact | Business | Phone | Address | Status | Edit |
|---|
| Contact | Business | Phone | Address | Status | Edit |
|---|
| Territory | Primary Accounts | Visits This Week | Admissions | Conversion % |
|---|---|---|---|---|
| North Dallas | Encompass, Baylor, ALF Network | 5 | 3 | 60% |
| McKinney / Plano | Hospital CMs, Rehab Network | 4 | 2 | 50% |
| Lewisville / Denton | SNFs, Physician Groups | 4 | 2 | 50% |
Log each trip. GPS map shows your route. Admin sees all staff mileage in the Admin tab.
My Miles Today
0.0
My Miles This Week
0.0
📍 Live Route Map
Log a Trip
My Trip Log
| # | Staff | From | To | Miles | Purpose | Time |
|---|
Robert H. Family
Ericka — 2026-04-12 at 10:30 AM
Update provided after nurse assessment.
Dorothy F. Family
Angela — 2026-04-11 at 01:10 PM
Explained admission timeline and paperwork needed.
Click a button to trigger an automation action. Each fires once and logs a timestamped confirmation.
Ericka — 2026-04-12 at 10:00 AM
Position: Marketer
Next Step: CM Follow-Up (Status Update)
Baylor requested faster turnaround updates.
✅ Synced — Location Captured
Angela — 2026-04-11 at 01:40 PM
Position: Nurse
Next Step: RN Assessment Scheduled
Patient appropriate for hospice. Family receptive.
✅ Synced — Location Captured
This section is hidden from standard users. Only the Admin account holder can view seat limits, manage users, review EVV data, mileage, staff tracking entries, and notes totals.
👥 User Management
Admin manages user access and subscription seat limits.
🪑 Seat Limits
Subscription seat count controls active users.
18 / 20Seats in use / Total purchased
📝 Notes Synced
Total notes synced across all team members.
0📍 Miles Logged
Total mileage captured via GPS.
0.0 mi📡 Staff Tracking Entries
Auto-captured location entries at note sync time.
0📍 All Staff Mileage (Admin View)
Admin can see every team member's daily and weekly mileage totals below.
All Staff Today
0.0 mi
All Staff This Week
0.0 mi
Total Trips Logged
0
Staff Active Today
0
| Staff Name | Miles Today | Miles This Week | Total Trips | Last Trip |
|---|---|---|---|---|
| No trips logged yet. | ||||
📋 All Prospect Records (Admin Edit/Delete)
| Name | Status | Phone | Marketer | Next Step | Admin Actions |
|---|
📋 All Referral Sources (Admin Edit/Delete)
| Contact | Business | Phone | Status | Admin Actions |
|---|
📍 Staff Tracking
Auto-captured each time a team member clicks "Sync & Save Note". Location is recorded at sync time.
| Staff | Position | Date | Time | 📍 Location at Sync | Next Step |
|---|---|---|---|---|---|
| Angela | Nurse | 2026-04-12 | 9:05 AM | 📍 Dallas, TX — 32.7767°N 96.7970°W | RN Assessment Scheduled |
| Ericka | Marketer | 2026-04-11 | 1:15 PM | 📍 Plano, TX — 33.0198°N 96.6989°W | CM Follow-Up (Status Update) |
Current Users
| Name | Title / Role | Status | Action |
|---|---|---|---|
| Ericka | Marketer | Active | |
| Angela | Nurse | Active | |
| Admin | Administrator | Admin | — |
💡 What AI can help with: Prospect analysis, follow-up drafting, referral source insights, admission strategy, note summaries, compliance guidance, marketing scripts, and performance coaching.