| Doula | Zip | Services | Clients | Contract Start Date |
|---|
💰 Pay Day
Only doulas with claims in the selected pay period are shown — so you can pay out without scrolling the whole roster.
🔗 QuickBooks vendor links
A bill names a vendor by id, not by name, so each doula who gets paid is linked to her QuickBooks vendor record once. Checking compares the two lists and changes nothing — linking and creating are separate buttons.
Import Master Roster
Matches each roster row to a doula by name. Only fills in blank fields — existing values are kept. SSNs are never imported.
Import Doulas from Excel/CSV
Reads the Active, Training, and CNA-LVN tabs (other tabs ignored). Uses First Name + Last Name, Zip Code, and Contract Effective Date. Matches existing doulas by name.
✅ Staff To-Do List
Add tasks for yourself or check them off when done. Set a reminder date to stay on track.
⭐ Admin Dashboard
Private to you. Staff cannot see this tab.
Paystub imports, claim counts and payroll.
📊 Claim counts — paid to doulas
💵 Paystubs — imports, errors & things needing attention
📧 Clock-out emails
💰 Payroll Updates
Every change to a billed session that affects doula pay — amount billed/paid, status, transaction ID, doula assignment. Pick a doula or leave on "All doulas". Defaults to the last 30 days; widen From/To for a bigger range.
What happened today, and who needs chasing.
📅 Daily Digest
Auto-built from everything logged in the app that day, plus staff activity entries. Replaces the manual EOD report.
🚩 Escalations — staff can't find 4 doulas
Sign-ins, activity and attendance.
\ud83d\uddd3\ufe0f Weekly schedules
What each of them recorded for their own week. Rosario is asked every Saturday, Margarita every Monday, and neither can see the other's. Weeks with nothing submitted are flagged.
\ud83e\uddfe What the claims already tell us
Each of these has at least one billed claim, so a doula has already attended \u2014 but her status still says otherwise. They are already left out of the chasing lists; this corrects the status to match. Doula assignments, dates and notes are untouched, and every change is written to the client's edit history.
\ud83d\udcc8 Forms out and back
Intake and onboarding forms, by the day they went out and the day they came back. Counted from the dates on the clients themselves, so it only knows what has been recorded \u2014 a form sent but never pasted or ticked will not appear here.
🔑 Sign-ins
Every sign-in, with date, time, and user — newest first. Defaults to today; widen From/To to see a range.
📊 Activity by user & day
📜 Staff Activity Log — everything, everyone
Every logged change across the whole app — clients, claims, doula profiles, client-doula assignments, payroll/sessions, and tasks — with old → new, who, and when. Defaults to today, so it reads as a same-day activity record; widen From/To for a bigger range. (Claim Updates, Payroll Updates, and Removed Shifts below are the same data, pre-filtered to those areas.)
\u{1F3E5} Referral partners
\u{1F4AC} Client feedback & reviews
🟢 Staff clock-ins today \u00b7 only you can see this
🕐 Jibble Attendance (Office Staff)
Attendance for office/admin staff, tracked separately from the doula Connecteam sync. If a sync fails, the error message includes Jibble's raw response — worth checking the first time, since the exact field names haven't been verified against a live account yet.
Backups, imports and the audit trails behind them.
💬 Connecteam message test
💾 Full data backup
🧾 Claim Updates (billing team)
Every revision the billing team makes to a claim — status, amount, notes, dates, etc. Follows the date selected above; widen the From/To dates to see a range.
🗑 Removed Shifts (deleted on Connecteam)
Shifts that disappeared from Connecteam on a re-sync (a doula deleted the shift, or an admin removed it there). Rows flagged BILLED were already billed when they vanished — check whether the matching claim needs to be voided.
📋 Import Connecteam Audit Log (historical backfill)
Upload the "Audit log" export from Connecteam's Time Clock — one file per doula (select multiple at once if you have several ready). Approvals, admin edits, and deletion approvals get pulled in and folded into the Connecteam Log everywhere it shows up; plain clock-ins/outs and undecided requests are skipped automatically. You'll get a preview to review before anything is saved, and re-uploading the same file won't create duplicates.
🎓 PTP Candidates
Private to you. Track candidates sent over from PTP — add them one at a time, paste a block copied from Excel, or upload the whole sheet.
➕ Add a candidate
📋 Paste from Excel
Copy a block of rows straight from the Excel sheet (or just a list of names, one per line) and paste it below. Columns are auto-detected if there's a header row; otherwise assumed to be Name, Phone, Email, Notes in that order.
⬆ Import Excel/CSV
Upload the sheet PTP sends over. Looks for columns named Name, Phone, Email, Notes/Status (case-insensitive) — falls back to column order if it can't find them.
👥 Candidates
Log activity
Quick note for things the app can't see automatically — a call, follow-up, blocker, or a Doulado/Connecteam action. Feeds the daily digest.
Log to-do task
Quick-add a task without leaving what you're doing.
Match Connecteam Users to Doulas
Set each Connecteam user's doula once. After that, clock-ins auto-fill the doula.
🎓 Log Doula Training
This shift is logged as doula training and counts toward the doula's pay — no client is billed.
🎨 Map legacy sheet
🗓️ Import Visit Log — Eligibility Checks
Review each visit, then accept the ones to log. Matched by client name. Accepted visits become eligibility-check entries in each client's profile.
Transaction ID History
🧾 Claims from import
Log a Session
Pick the client this billed session is for.
Blue Shield Doula Visit Detail Log
Pick a client. The form is pre-filled with what the app has (group name, NPI, client name, dates, and logged visits). Blank fields are left for you to complete before emailing to Blue Shield.
Downloads a ZIP of one form per Blue Shield Medi-Cal client who has a claim in the date range.