Operations
console.
Agenda, intake, collections. One place. Refreshed on each pull.
3 boards · authenticated access · refreshed on pull
The boards
→
Today & Beyond
Agenda &
team goals.
Daily agenda, decisions to land today, the rolling sprint (this week + next 2 weeks), and end-of-month targets with progress bars. An owner on every line.
CONSOLE
Live · Calendar · on-demand
→
Conversion Engine
Intake
funnel.
Every referral that hits access@ireclaimhealth.com — leads, welcomes, contacts, full client names, and where the funnel stands this month. Intake-complete and active-care stages are ECW-pending.
CONSOLE
Live · access@ · on-demand
→
Accounts Receivable
Collections
queue.
Open ledger cases where iReclaim is owed — reductions, waivers, firm follow-ups. Full client names, balances where verified from source, and the calls that need Farooq flagged.
CONSOLE
Authenticated · on-demand