Welcome back, Jane
Welcome Dashboard · your agency's operational intelligence, live
ACTIVE · DATA SYNCED TODAY
4 branches
312 active census
Quarter Q3 2026
6
Recovery Score Composite health score (0 to 100) across documentation, referrals, QA, workforce, and charting. Higher is healthier.
72 / 100
Agency health composite
0.8
Burnout Risk Workforce burnout composite (0 to 10) from the Burnout Risk Engine. Higher means greater turnover risk.
7.5 / 10
Workforce composite
3 pts
Referral Conversion Share of referrals accepted and admitted over the last 30 days. Industry benchmark is around 80 percent.
74%
Last 30 days · benchmark 80%
$5.2k
Revenue at Risk Estimated monthly revenue leaking from referral loss and billing delays. Lower is better.
$67,200
Monthly leakage
Predictive Alerts
AI-flagged operational risks that need leadership attention. Alerts appear automatically as you enter KPI, burnout, and referral data.3 ActiveReferral fallout rising at 2 sources
Conversion slipped to 74%. About $67,200 in referral revenue is at risk each month.
Charting lag past the 5-day threshold
11 charts exceed the documentation lag threshold across the East and North branches.
Recertification window opens in 9 days
14 clinicians have certifications expiring within 60 days. Two are already overdue.
Operational Maturity
Your agency's current operational stage, this week's leadership focus, and AI recovery recommendations based on your scores.Current stageAware · 2 / 5
ReactiveAwareProactiveOptimized
Leadership focus this week
- 1Clear the 11 lagging charts to release delayed episode billing.
- 2Tighten intake response on the two slipping referral sources.
- 3Schedule check-ins for the 3 burnout-flagged roles.
AI recovery recommendations AI
Shift documentation review off clinicians to cut after-hours charting and ease burnout signals.
Pilot a 24-hour referral response standard at the East and North branches.
KPI Performance Snapshot
A quick read of your key operational metrics. Go to KPI Intelligence to enter or update the underlying data.5 metricsDocumentation lag
Target 3 days or fewer
5.4 days
WatchRecertification compliance
Target 95% or higher
96%
On trackVisit utilization
Target 85% or higher
81%
WatchLUPA rate
Target 8% or lower
6.2%
On trackReferral conversion
Target 80% or higher
74%
Off targetOperational Recovery Score
A composite health score across documentation, referrals, QA, workforce, and charting. Shows where to focus recovery efforts.72 / 100Documentation64
Referrals62
QA & Compliance86
Workforce66
Charting82
Burnout Risk Engine
Per-clinician burnout signals build your agency score. This tracker populates automatically from clinician surveys and uploaded files.
LIVE · 7 AT RISK0.3
Agency Burnout Average burnout score across tracked clinicians, from 0 to 10. Higher means more turnover risk.
7.6
of 10 · elevated
1
High-Risk Clinicians Clinicians at a burnout score of 4 or higher.
7
Need intervention
Avg After-Hours Charting Agency-wide share of charting completed after hours. A leading burnout indicator.
31%
Agency average
$42k
Replacement Exposure Estimated replacement cost if the at-risk clinicians leave, at about $42,000 each.
$294,000
At-risk turnover
Clinician Risk Tracker Per-clinician burnout signals that build your agency score. Populated automatically from clinician surveys and uploaded files.
Showing 7 clinicians at a score of 4 or higher, sorted by risk.
| Clinician / Team | After-hrs % | Callouts/mo | QA rework % | Caseload | Pulse | Tenure | Score | Risk |
|---|
Burnout Score Methodology How each clinician's composite burnout score is weighted across six operational signals.
Documentation burden30%
Caseload pressure20%
QA rework15%
Attendance and callouts15%
Pulse responses10%
Tenure and retention10%
Model weighting. Documentation burden folds after-hours and weekend charting, backlog, and late notes. Tenure and retention is weighted to the first 100 days, the peak turnover window. Illustrative weighting, calibrated with agency data at General Availability, not a measured outcome.
Risk Distribution
How tracked clinicians spread across low, moderate, and high burnout risk.The clinicians scoring 4 or higher represent about $294,000 in potential replacement cost if they leave.
Burnout Prevention Recommendations
AI-suggested moves to ease capacity strain.Redistribute the heaviest panels off the highest-scoring clinicians.
Move after-hours charting into protected daytime documentation blocks.
Open retention conversations with the at-risk group this week.
Options to consider, not clinical directives.
Operational Pulse Signals Signals drawn from frontline pulse responses, surfacing what staff report about operations in their own words.
FrontlineAfter-hours charting
Several clinicians report finishing visit notes from home most nights.
Weekend coverage
Frontline staff flag weekend on-call as the heaviest strain.
Onboarding load
Newer hires say their panels ramped faster than expected.
Referral Leakage
Enter your referral and fallout data. Every metric, the leakage analysis, and the fallout breakdown update live.
LIVE · $67,200 AT RISK6
Total Referrals Referrals received this month.
80
This month
3 pts
Conversion Rate Share of referrals converting to admissions. Benchmark is 80%.
74%
Referral to admission
4
Lost Referrals Referrals that did not convert this month.
21
Fallout this month
$8.2k
Revenue at Risk Lost referrals times revenue per admission.
$67,200
Monthly leakage estimate
Referral Data Entry
Type any value. The metrics above and the analysis below recalculate instantly.Fallout breakdown
Leakage Analysis
Updates as you enter data. Shows the gap to benchmark and where to focus.Response time benchmark
Your average 28 min · target 20 min or less
8 min overAI recommendations AI
Set a 20-minute intake response standard and route after-hours referrals to on-call.
Pre-clear payer eligibility at intake to cut insurance-driven fallout.
Add weekend intake coverage at the East branch.
Fallout Cause Distribution
Each cause as a share of total fallout. Recalculates with your inputs.Operational Pulse Signals Signals drawn from frontline pulse responses, surfacing what staff report about operations in their own words.
FrontlineResponse time
Intake staff report after-hours referrals often wait until the next morning.
Weekend staffing
Weekend referrals are the hardest to staff in the East branch.
Payer verification
Insurance checks are adding hours to intake decisions.
KPI Intelligence
Score every operating metric against its target and see what is pulling your recovery score down.
LIVE · 7 METRICS TRACKED1
Metrics Tracked Every operational KPI Dazie is scoring for your agency this period.
7
Scored this period
1
On Target KPIs meeting or beating their target. More is better.
4
Meeting target
1
Watch KPIs close to target but trending the wrong way.
2
Near target
1
Off Target KPIs missing target and dragging your recovery score.
1
Below target
KPI Scorecard
Each metric with its target and current status. Status is set automatically from your entered data.Referral conversion
Target: at least 80%
74%
Off targetDocumentation lag
Target: 3 days or fewer
5.4 days
WatchVisit utilization
Target: at least 85%
81%
WatchRecertification compliance
Target: at least 95%
96%
On targetLUPA rate
Target: 8% or lower
6.2%
On targetAcute hospitalization
Target: 16% or lower
14.8%
On targetOASIS accuracy
Target: at least 90%
91%
On targetAI Commentary
Plain-language read on what the numbers mean, generated from your KPI data. AIReferral conversion is your only off-target metric and the single largest drag on the recovery score. Documentation lag and visit utilization are both close but slipping. Compliance and quality metrics are healthy.
Prioritize referral conversion. Closing the 6-point gap to benchmark is worth about $192,000 a year.
Clear the charting backlog to pull documentation lag back under 3 days.
Review visit utilization by branch. East and South are pulling the average down.
Financial Recovery
Quantify the dollars tied up in operational gaps and track what you recover.
LIVE · $408,000 ANNUAL OPPORTUNITY$162k
Annual Recoverable Estimated yearly dollars recoverable across the four operational buckets below.
$408,000
Across four buckets
40%
Recovered to Date Dollars already recovered this year against the opportunity.
$162,420
40% of opportunity
$162k
Remaining Opportunity still on the table this year.
$245,580
Still recoverable
$67.2k
Largest Bucket The single biggest recovery opportunity right now.
$192,000
Referral recovery
Recovery Opportunity by Bucket
Each bucket shows the annual opportunity and how much you have recovered so far.Referral recovery
Lift conversion 74% to 80% benchmark
$192,000
recovered $78,720 · 41%
Capacity & retention
Retain 3 of 6 at-risk clinicians
$126,000
recovered $31,500 · 25%
Documentation & RCM
Clear backlog, reduce rework and delays
$60,000
recovered $37,200 · 62%
QA & compliance
Close recert and audit gaps
$30,000
recovered $15,000 · 50%
How These Are Calculated
The math behind each bucket, so the numbers hold up to scrutiny.Referral recovery. Lifting conversion from 74% to the 80% benchmark recovers about 5 admissions a month at $3,200 each, roughly $192,000 a year.
Capacity and retention. Retaining 3 of the 6 at-risk clinicians avoids about $42,000 each in replacement cost, roughly $126,000.
Documentation and RCM. Clearing the charting backlog and reducing rework frees about $60,000 in delayed and at-risk revenue.
QA and compliance. Closing recert and audit gaps avoids about $30,000 in penalty and rework exposure.
Dazie does not chart, schedule, or bill. These figures estimate recoverable opportunity from your operating data.
AI Recommendations
Where to focus first for the fastest dollar recovery. AIReferral recovery has the largest dollar ceiling and a clear lever: intake response time.
Capacity and retention is your lowest-recovered bucket at 25%. Begin retention conversations this week.
Documentation and RCM is already 62% recovered. Finish clearing the backlog to lock it in.
AI Readiness
See how much of your operational data is connected and how ready each Dazie module is to advise you.
LIVE · 78% READY6
Readiness Score How prepared Dazie is to deliver reliable, data-backed guidance.
78
out of 100
4%
Data Completeness Share of expected operational data currently flowing in.
82%
Across all domains
Modules Active Dazie modules with enough data to advise you today.
5 of 7
2 need more data
1
Connected Sources Data feeds currently linked to your workspace.
4
Referral, pulse, KPI, HR
Data Completeness by Domain
How complete each data domain is. Gaps reduce how confidently Dazie can advise.Referral data90%
Burnout and pulse88%
KPI inputs84%
Credentials78%
Financial inputs70%
Module Readiness
Which modules are ready to advise and which need more data first.Burnout Risk Engine
Ready
Referral Leakage
Ready
KPI Intelligence
Ready
Financial Recovery
Ready
Predictive Intelligence
Ready
AI Operational Advisor
Limited history
Recruiter Module
Not connected
Recommendations to Improve Readiness
Steps to raise readiness and unlock the remaining modules. AIConnect financial inputs to lift the lowest domain (70%) and sharpen recovery estimates.
Add 60 days of history to move the AI Operational Advisor from limited to full.
Link your HR system to activate the Recruiter Module.
30-60-90 Day Plan
A phased recovery plan with named initiatives, due dates, and KPI target dates. Update status as you go.
PHASE 1 OF 3 IN PROGRESSDays 1-30Stabilize
Stop the bleeding: clear backlogs and protect at-risk staff.
| Initiative | Due date | KPI target date | Status |
|---|
Days 31-60Rebuild
Redesign the workflows behind the biggest leaks.
| Initiative | Due date | KPI target date | Status |
|---|
Days 61-90Sustain
Make the gains durable and visible to leadership.
| Initiative | Due date | KPI target date | Status |
|---|
Workforce Pulse
Capacity strain, satisfaction, and retention signals across your clinical teams.
LIVE · 24 CLINICIANSActive Clinicians Clinicians currently on staff across all four branches.
24
East, North, West, South
1
At-Risk Clinicians at high burnout risk (score 4 or higher).
7
Need intervention
1
New Hires Clinicians in their first 90 days.
3
In onboarding
2%
90-Day Retention Share of new hires still on staff at 90 days. Target 90%.
83%
Target 90%
At-Risk Share Share of clinicians at high burnout risk, a score of 4 or higher. Lower is better.
7 of 24 clinicians
Satisfaction Average clinician satisfaction from pulse responses, on a 5-point scale.
★★★★★
3.6 / 5
From pulse responses
Would Recommend Share of staff who would recommend the agency as a place to work. A workforce eNPS signal.
71%
eNPS positive
Milestone Participation Share of scheduled onboarding and tenure check-ins that were completed.
88%
Check-ins completed
Staff Performance Leaderboard
Overall performance score by clinician, highest first. Blends visit utilization, documentation quality, and reliability.Voluntary Turnover Trend
Rolling monthly voluntary turnover rate. Lower is better.Down from 16% to 11% over six months as retention work took hold.
Workforce News Roll-Up
Recent people milestones and flags worth a leader’s attention.David Cho reaches 3-year anniversary
PT · East
Celebrate
Marcus Lee passed 100-day milestone
LVN · North
Celebrate
Priya Patel flagged at-risk at day 22
RN · East
Follow up
2 credentials expired
Action needed
Renew
Employee Files
Your clinical roster with role, branch, tenure, and status. Select a name to open the profile.
24 CLINICIANS · 4 BRANCHESFilter
Roster
Filtered clinical staff. Select a name to open the profile.Profile
The selected clinician’s operational and credential snapshot.New-Hire Tracker
Onboarding progress and early retention risk for recent hires. Select a name to see milestones.
3 ACTIVE · 2 AT RISKActive New Hires Clinicians in their first 90 days.
3
In onboarding
1
At Risk New hires showing early disengagement signals.
2
Need follow-up
Avg Onboarding Score Average completion across onboarding milestones.
74%
Across active hires
2%
90-Day Retention New hires still on staff at 90 days. Target 90%.
83%
Target 90%
Active New Hires
Recent hires and their early-retention status. Select a name.Onboarding Milestones
Where the selected new hire stands against the standard path.Celebrations
Anniversaries, milestones, and moments worth recognizing.
6 THIS MONTHThis Month
People milestones Dazie surfaced from tenure and onboarding data.| Name | Discipline | Location | Celebration |
|---|
Credentials
License and certification status with due dates. Upload renewals or send a reminder.
2 EXPIRED · 3 EXPIRING SOON1
Expired Credentials past their expiration date.
2
Action needed now
Within 30 Days Credentials expiring in the next 30 days.
1
Schedule renewal
31 to 60 Days Credentials expiring in 31 to 60 days.
1
On the horizon
61 to 90 Days Credentials expiring in 61 to 90 days.
1
Plenty of time
Status by Urgency
Every tracked credential with its due date, ordered by urgency. Upload a renewal or send a reminder.| Name | Credential | Due date | Status |
|---|
Exit Insights
What departing staff tell us, themed for patterns you can act on. Select a person to read their full exit survey.
2 EXIT SURVEYS THIS QUARTERExit Surveys
Completed exit surveys from the pulse assessment. Select a person.Survey Detail
The selected person’s full exit survey responses.Exit Themes
How often each theme appears across recent departures.After-hours charting load2 mentions
Schedule flexibility1 mention
Documentation burden1 mention
Compensation1 mention
After-hours charting is the recurring theme. It also drives your burnout and turnover exposure.
Executive Overview
A board-ready read on operational health, maturity, and recovery.
Q3 2026 · SCORE 72Operational Briefing
A live dashboard of the agency’s headline operational metrics this period.Recovery Score Composite operational health from 0 to 100. Higher is healthier.
72
of 100, up 4 this quarter
Burnout Risk Workforce burnout composite from 0 to 10. Higher means more turnover risk.
7.6
of 10, elevated
Referral Conversion Share of referrals converting to admissions over 30 days.
74%
6 points under benchmark
At-Risk Clinicians Clinicians at a burnout score of 4 or higher.
7
about $294,000 exposure
AI SUMMARY A plain-language read on the dashboard above, generated from your data. Updates as your numbers change.
Operational health is 72 of 100, up from 68 last quarter and on a steady recovery path. Referral conversion at 74% is the largest drag and the clearest opportunity, worth about $192,000 a year at benchmark. Burnout is elevated at 7.6 with 7 clinicians at risk, carrying roughly $294,000 in replacement exposure. Compliance and quality remain strong. If the Phase 1 plan holds, the score is projected to reach 80 by Q4.
Operational Health Profile
Each axis is a 0 to 100 dimension score. The closer to the center, the higher the score. Points further out need attention.Referrals and documentation sit furthest out and need the most attention.
Operational Maturity
Your current operational stage on the five-stage maturity model.AwareStage 2 of 5
You are measuring and reacting to operational signals. The next stage, Proactive, means acting on predictions before issues surface. Standardizing intake response and weekly branch scorecards are the bridge.
Stages
1. Reactive 2. Aware (you are here) 3. Proactive 4. Predictive 5. Optimized
Recovery Roadmap
The three phases ahead, summarized. Full detail lives in the 30-60-90 Day Plan.Phase 1 · Stabilize
Days 1-30 · clear backlogs, protect at-risk staff
In progress
Phase 2 · Rebuild
Days 31-60 · redesign intake and coverage
Planned
Phase 3 · Sustain
Days 61-90 · weekly scorecards, audit readiness
Planned
KPI Performance
Every tracked metric with current value, target, trend, and status.
1 OFF TARGETPerformance Scorecard
Status and trend are set automatically from your entered data.Referral conversion
Target: at least 80%
74%Off target
Documentation lag
Target: 3 days or fewer
5.4 daysWatch
Visit utilization
Target: at least 85%
81%Watch
Recertification compliance
Target: at least 95%
96%On target
LUPA rate
Target: 8% or lower
6.2%On target
Acute hospitalization
Target: 16% or lower
14.8%On target
OASIS accuracy
Target: at least 90%
91%On target
Analytics & Trends
How your core metrics are moving over time. Hover any point for its value.
TRAILING VIEWRecovery Score Trend
Composite operational health over time.Steady, broad-based improvement.
Referral Conversion Trend
Share of referrals converting to admissions.Below the 80% benchmark. The priority fix.
Burnout Score Trend
Agency burnout score over time. Lower is healthier.Climbing. After-hours charting load is the leading contributor.
Branch Comparison
Recovery score by branch this quarter. The four average to 72.West76
North74
South70
East68
East lags on documentation and referral response.
Predictive Intelligence
Forecasts and early-warning signals from your operating trends.
NEXT 90 DAYSRecovery Score Forecast
Projected operational health if the Phase 1 plan holds. Hover a point for its value.Projected to reach 80 by Q4 if intake and charting initiatives stay on pace.
Predictions
Early-warning signals with confidence levels. AIReferral conversion will fall below 72% within 30 days
Without intake response changes
High confidence
2 more clinicians will enter high burnout risk this quarter
Driven by after-hours charting load
Medium confidence
Charting backlog will clear by Day 18
At the current pace of cleanup
High confidence
AI Advisor
Ask the AI Operational Advisor, or use the AI Recovery Coach to turn current-state answers into plan moves.
POWERED BY YOUR DATAWhy is our referral conversion down?
Conversion is 74%, six points under the 80% benchmark. The largest driver is slow response time: 9 of 21 lost referrals this month. Your average intake response is 28 minutes against a 20-minute target. Recovering to benchmark is worth about $192,000 a year.
What should I do first?
Set a 20-minute intake response standard and route after-hours referrals to on-call. That directly targets the 9 response-related losses. I can draft the standard and a branch rollout note if that helps.
How is the East branch doing?What is driving burnout?Where can we recover the most revenue?
AI Recovery Coach
Pick where each area stands today and the coach suggests moves you can add to your 30-60-90 Day Plan. Options to consider, not clinical directives. AIAlerts Center
Operational risks flagged for leadership attention.
3 ACTIVEActive Alerts
Flagged automatically as your KPI, burnout, and referral data update.Referral fallout rising at 2 sources
Source: Referral Leakage · about $67,200 at risk each month · Action: tighten intake response
Critical
Charting lag past the 5-day threshold
Source: KPI Intelligence · 11 charts over threshold · Action: clear backlog
Caution
Recertification window opening
Source: Credentials · 2 expired, 3 expiring within 90 days · Action: renew now
Caution
Recovery Tracker
Progress against your recovery targets, in dollars and points.
40% RECOVEREDRecovery Score Trajectory
Quarterly recovery score with the 80-point target ahead. Hover a point for its value.Plus 4 points each quarter. Target is 80 by Q4.
Dollars Recovered by Bucket
Recovery progress against each opportunity bucket.Documentation & RCM62%
QA & compliance50%
Referral recovery41%
Capacity & retention25%
$162,420 of $408,000 recovered. Capacity is the laggard.
Initiative Checklist
Where each recovery initiative stands.Charting backlog triage started
Burnout check-ins scheduled (2 of 6 complete)
20-minute intake response standard drafted
Weekend coverage added at East branch
Credential renewal reminders automated
Weekly branch scorecards live
Operational Tasks
Open actions with due dates. Check off as you complete them.
5 OPENTasks
Generated from your alerts and recovery plan. Check the box to complete a task.Task
Due date
Priority
Historical Snapshots
Saved quarterly snapshots of your operational health.
3 SNAPSHOTSRecovery Score Over Time
Each saved snapshot, quarter over quarter. Hover a point for its value.Saved Snapshots
Every saved snapshot as a row, so you can compare metrics period over period.| Period | Recovery Score | Referral Conv. | Doc Rate | QA Rate | After-Hrs | Burnout Risk | Maturity |
|---|
Training Center
Short, practical tutorials organised by area of the platform. Work through Getting Started first, then explore the module your team uses most.
17 LESSONS · MORE COMINGGetting Started with Dazie
A short tour of the platform, from the sidebar to your dashboards. The best place to begin.
Getting StartedThe basics every user needs
Coming soon
Navigating the platform
The sidebar, the top bar, and how sections are organised.
Coming soon
Setting your agency baseline
Why the baseline matters and how it calibrates your KPIs.
Coming soon
Choosing your role view
Tailor the dashboard to your role and focus.
Welcome DashboardYour daily operating picture
Coming soon
Reading your dashboard
Recovery score, alerts, maturity, and the news roll-up.
Coming soon
Acting on predictive alerts
Turn early warnings into action this week.
IntelligenceBurnout, referrals, KPIs, financial, AI
Coming soon
Burnout Risk Engine
Spot workload hot spots before they become turnover.
Coming soon
Referral Leakage
Find where referrals and revenue are slipping away.
Coming soon
Using the AI Recovery Coach
Turn current-state answers into a recovery plan.
Coming soon
Building a 30-60-90 Day Plan
Sequence initiatives with owners and KPI targets.
WorkforcePulse, files, celebrations, credentials
Coming soon
Workforce Pulse overview
Capacity strain, satisfaction, and retention signals.
Coming soon
Employee Files & Credentials
Track roles, status, and expiring credentials.
Coming soon
Celebrations & milestones
Recognise anniversaries and onboarding wins.
KPI Intelligence HubThe executive command surface
Coming soon
Executive Overview tour
The board-ready read on operational health.
Coming soon
Working with the AI Advisor
Ask questions and get data-grounded answers.
Coming soon
Alerts, tasks & snapshots
Stay on top of what needs attention each week.
Settings & Data ImportSetup and bringing in your data
Coming soon
Importing data from your EMR
Upload CSV or Excel exports into Dazie.
Coming soon
Managing your agency profile
Keep agency details and contacts up to date.
Profile
Your account details. A demo profile until user accounts and authentication go live at General Availability.
DEMO ACCOUNTJane Doe
Administrator · Brightpath Home Health
Name
Jane Doe
Role
Administrator
Agency
Brightpath Home Health
Email
jane.doe@brightpathhealth.example
Phone
(555) 018-4422
Member since
January 2026
Settings
Manage your agency profile, operational pulse, and platform preferences.
ADMINAgency Baseline & Operational Intelligence
Your operational foundation. The platform uses this data to calibrate all KPI benchmarks, AI recommendations, and predictive analytics to your agency size and model.
POWERS AI ENGINE
Agency Information
Core operating figures Dazie uses to size every benchmark.Operational Classification
How your agency is positioned. Calibrates peer benchmarks.Clinical Workforce Breakdown
Staffing by discipline. Dazie uses this to model capacity and caseload limits.| Discipline | Total Staff | Full-Time | Part-Time | Contractors | Avg Caseload | Visits/Wk | Turnover % | Open Positions |
|---|---|---|---|---|---|---|---|---|
| RN | 9 | 7 | 1 | 1 | 22 | 28 | 14% | 1 |
| LVN / LPN | 6 | 4 | 2 | 0 | 26 | 32 | 12% | 0 |
| Physical Therapy | 3 | 2 | 1 | 0 | 18 | 24 | 9% | 0 |
| Occupational Therapy | 2 | 1 | 1 | 0 | 16 | 20 | 8% | 0 |
| Speech Therapy | 1 | 0 | 1 | 0 | 12 | 14 | 0% | 0 |
| Medical Social Work | 1 | 1 | 0 | 0 | 20 | 10 | 0% | 0 |
| Home Health Aide | 2 | 1 | 1 | 0 | 30 | 36 | 11% | 1 |
Total Clinicians
24
Full-Time
16
Part-Time
7
Open Positions
2
In-Office Operational Staffing
Back-office roles that support clinical delivery and the revenue cycle.| Role | Headcount | Full-Time | Part-Time | Open Positions |
|---|---|---|---|---|
| Intake Coordinators | 3 | 3 | 0 | 0 |
| Schedulers | 2 | 2 | 0 | 0 |
| QA Reviewers | 2 | 2 | 0 | 0 |
| Billing / RCM | 2 | 1 | 1 | 0 |
| Administrators | 2 | 2 | 0 | 0 |
| Front Office | 1 | 1 | 0 | 0 |
Monthly Operating Costs
Your cost structure. Dazie converts this into unit economics and recovery targets.Total Monthly Cost
$691K
Cost Per Visit
$144
4,800 visits/mo
Cost Per Patient
$2,215
312 census
Operating Margin
14%
vs revenue
Operational Baseline Scores
How your structure compares to agencies your size.Staffing efficiency74
Cost structure68
Capacity utilization81
Documentation health64
AI Guidance Layer
Plain-language read on your baseline. AIYour cost-per-visit of $144 sits slightly above the peer median for a four-branch agency of this census. Clinical payroll is the largest lever. Capacity utilization is healthy at 81%, so the opportunity is documentation efficiency and referral conversion rather than adding headcount.
Guidance to consider, not a directive.
Benchmarking. Agency Size Context
Where a four-branch, 312-census agency typically lands.Referral conversion (you 74%)Peer median 80%
Voluntary turnover (you 12%)Peer median 18%
After-hours charting (you 31%)Peer median 24%
KPI Contextualization. Adjusted Benchmarks
Targets adjusted to your size and model.Because you run home health plus hospice across four suburban branches, Dazie adjusts your conversion target to 80% and your documentation-lag target to 3 days. These adjusted benchmarks drive every KPI status and recovery target across the platform.
Agency Profile
Your agency name, type, and primary contact. These appear across the platform.Employee Roster
| Name | Position | Status | |
|---|---|---|---|
| Maria Alvarez | RN · East | m.alvarez@brightpath.example | Active |
| James Okafor | RN · North | j.okafor@brightpath.example | Active |
| Priya Patel | RN · East | p.patel@brightpath.example | New hire |
| Omar Haddad | LVN · South | o.haddad@brightpath.example | Active |
Assessment Templates
Reusable pulse templates Dazie sends to staff.Weekly Operational Pulse
9 questions · role-based
Active
New-Hire Check-in
Sent at days 15, 30, 60, 90
Active
Exit Interview
8 questions · sent on departure
Active
Send & Schedule Assessments
Choose a template and recipients, then send now or schedule.Send Tracking
Recently sent assessments and their completion status.| Template | Sent to | Sent | Completion |
|---|---|---|---|
| Weekly Operational Pulse | 24 clinicians | May 26, 2026 | 71% |
| New-Hire Check-in | 3 new hires | May 20, 2026 | 67% |
Submitted Responses
Completed pulse responses flow into Burnout, Referral, and Exit Insights.17 of 24 weekly pulses complete
Latest cycle · satisfaction avg 3.6 of 5
71%
2 exit interviews submitted
This quarter
Review
Import Data from Your EMR
Upload a CSV or Excel export. Dazie maps the columns into your dashboards.Drag a file here, or click to browse
CSV or Excel (.csv, .xlsx, .xls) up to 20MB
Works with exports from WellSky, KanTime, Homecare Homebase, MatrixCare, and Axxess. Files are validated and listed here. Column mapping to live dashboards activates at General Availability.
Demo Data
Reload the Brightpath Home Health demo dataset across every module, or clear your edits. Use this before a walkthrough so every section shows consistent, reconciled numbers.
Demo data refreshed across all modules.
Operational Pulse Demo Data
Seed the roster with sample employees and completed pulse responses so you can see how signals flow into Burnout, Referral, Alerts, and Exit Insights without sending real assessments.
Session
A demo account until user accounts and authentication go live at General Availability.