Specimens accessioned vs. final results out
Each row: what was done this period · the goal for this period · green = at goal or better, yellow = close (70–99%), red = under 70%, grey = no goal yet. Daily goals add up over the working days in the period. Every day is saved by date, so past weeks, months and years stay.
Specimens this month, day by day
Company numbers
Insurances we bill
From the credentialing status sheet (last follow-up Aug 25, 2026). Click a status to filter.
Logins (credentialing, payers, clearinghouses)
No passwords here. Keep passwords in a password manager. Only Yossi sees this list.
Goals and starting numbers
Yossi sets these. Jackie sees each goal inside its box on her form. Leave a box empty for no goal. Counts like specimens accessioned and billing issues reported have no goal. PCR performed's goal is automatic: the specimens accessioned that day (or the daily average).
Month-end check (billing issues)
At the end of each month, type in the number of active issues from Medcare. The page compares it with its own count, shows the difference, and continues from Medcare's number. A difference means something wasn't reported.
Backup
Download everything saved on the board. Keep a copy every month.
Billing snapshot (Company tab)
The 5 billing tiles on the Company tab read from a snapshot file made from Medcare's files. Pick the newest file (now billing-snapshot-2026-11-05-v7.json) to load it or replace the old one. Only you can see it.
Lab data (from the LIS)
In igniteLIS → Dashboard, export Daily Sample Volume and TAT as CSV (any date range). Pick one or both files and load. New days are added; days already loaded are updated. These are the verified specimen numbers; Jackie's numbers fill only the days after the last load. Only you can see them.
Sales offices (Sales tab)
Load a list of offices into the Sales tab (for example leads-import-2026-11-05.json). Offices already on the board are skipped, so nobody's progress is lost.
Team logins
Two steps for a new person (e.g. Alan): 1) Firebase console → Authentication → Add user (their email + a starting password — you type it there). 2) Add them here so the board knows who they are. They get the Sales tab and Company info.