01 / THE WEEK
July 13 to 17, 2026
The redesigned portal is now live, with Orientation, Company Resources, and the Hospice Foundation modules all built and in place across the full portal, not just the training area. With that foundation done, we are moving into role-based training, where the liaison track is almost complete, and building the deeper Home Care Home Base connection that feeds the learning materials.
What we need
What we need from ViaQuest Hospice.
What we need
What we need from ViaQuest Hospice.
To keep the dashboard and training work moving, there are a few things we need from your side. Each one is the main thing standing between us and the next set of features your team has asked for.
| What we need | Details |
|---|---|
| 1. Home Care Home Base data access (most urgent) | Our connection to the Home Care Home Base data has been down since the tenant separation, so we cannot pull the live data the dashboard runs on. To restore it we need one of two things: access to the server where that data currently sits, or approval to migrate it into the new ViaQuest Hospice tenant. This is time-sensitive. There is a real risk of losing the data if it is not moved soon, and rebuilding the Home Care Home Base connection from the ground up is a long process. It also blocks the new dashboard features and data points Michael has asked for. Until access is back, we cannot build them. |
| 2. Home Care Home Base Learning Hub access and the role list by discipline | We are working to secure both of these ourselves and will reach out to Emily if we need a hand. |
| 3. HR module features | Finalizing the HR module features with Gabby this week. |
Training platform
Launched
Portal live, role-based training underway
5 tasks active · 5 recently delivered
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IT infrastructure migration
In progress
Support routing and tenant handover
Routing to owners underway
View
Portal operations
Launched
Redesigned portal and role-based dashboards live
7 tasks active · 4 recently delivered
View
HR and operations build
In progress
HR tools, storefront, and the audit tool
6 tasks active
View
02 / PILLAR DETAILS
Training platform
Launched
Portal live, role-based training underway
The redesigned portal is now live, with Orientation, Company Resources, and the Hospice Foundation modules all built and in place across the full portal, not just the training area. With that foundation done, we are moving into role-based training, where the liaison track is almost complete. The deeper Home Care Home Base connection that feeds the learning materials is in progress and depends on the data access noted at the top of this report. Four-section architecture: Orientation, Company Resources, Role-Specific Training, and Hospice Foundations.
| Task | Owner | When | Notes |
|---|---|---|---|
| Orientation and Company Resources | AIDM | Complete | Both sections built and in place across the full portal. |
| Hospice Foundation modules | AIDM | Complete | The Hospice Foundation course modules for chapters 1 to 5 are live on the production site. |
| Redesigned full portal | AIDM | Complete | The new portal design is live across the whole portal, not just the training area, replacing the prior version. |
| Liaison training track | AIDM | In progress | Almost complete, launching next week. Liaison training videos 1 to 5 are created, with the final pieces in build. |
| Home Care Home Base learning connection | AIDM | In progress | Building the deeper Home Care Home Base connection that feeds the learning materials. Depends on the data access noted at the top of this report. |
| Role-specific training auto-assignment | AIDM | Awaiting | Awaiting the Home Care Home Base role list by discipline from Cindy, mapping each role to its training. Manual assignment meanwhile. |
| Emergency preparedness and compliance training | AIDM | Awaiting | The client's copy and marketing lead will run the sessions live for the first week and provide her presentation and a recording, from which the training video will be built. |
| Chart-review and QAPI audit tool | AIDM | In progress | Kicking off this week with a walkthrough of the current chart-review process with the auditing team and Michael, then building it out. |
IT infrastructure migration
In progress
Support routing and tenant handover
Support is moving to a single routing point so each request reaches the right owner: the portal and its links to AIDM, and Microsoft, Home Care Home Base, Paycor, and the clinical tools to the ViaQuest Hospice IT team and the department owners. Alongside this, the Microsoft tenant is being handed to the ViaQuest Hospice IT team so the Home Care Home Base data is owned by ViaQuest Hospice.
| Task | Owner | When | Notes |
|---|---|---|---|
| Support routing | AIDM | In progress | One place to raise a request, routed to the right owner: portal to AIDM, Microsoft to IT, Home Care Home Base to the clinical team, Paycor to HR. The category-based routing is being finalized. |
| Tenant handover | ViaQuest Hospice IT | In progress | Handing the Microsoft tenant to the ViaQuest Hospice IT team so the Home Care Home Base data is owned by ViaQuest Hospice. |
| Email consolidation | AIDM | In progress | Consolidating to the new ViaQuest Hospice addresses: a single HR inbox, the info inbox, and a compliance inbox. |
Portal operations
Launched
Redesigned portal live, refinement underway
The portal is built and running, and the redesigned portal is now live with role-based dashboards for managers, HR, and admins and a reorganized training admin area. This week the CRM dashboard was reshaped so the active counts are accurate. Refinement continues alongside daily operations.
Platform status
| System | Status | Notes |
|---|---|---|
| HR Dashboard and ATS | Launched, in progress | New features being added, with the job board posting integration resolved and email marketing automation underway |
| CRM System | Launched | Fully functional and working, with only minor edits remaining |
| Census Retention | Launched, awaiting | Live Home Care Home Base API pull, recommended as the single source of truth. Associates now see the census number so they are aware. These features still need updating while the data remains on the old tenant |
| IT Support Feature | Launched, in progress | FAQ section and ticketing dashboard in place, category-based request routing being finalized |
| Website and SEO | Completed | Sitemap updated with new articles indexed, and the site favicon fixed for search-engine crawling |
| Social Media Automation | Launched | All social media account access now given to Kayla, with content on a 3:1 hiring to care ratio |
| Task | Owner | When | Notes |
|---|---|---|---|
| CRM dashboard reshape | AIDM | Complete | Archived opportunity stage added and the active counts made accurate. Statistics and the opportunities and accounts pages updated. |
| CRM opportunities count | AIDM | In progress | Refining the opportunities count to leads and pending, with PTC counted separately. |
| "What's Happening @ViaQuestHospice" | AIDM | In progress | All-staff photo and video upload with a digital media-release form to sign, then upload, saved in one place. Whoever runs social media sees submissions in the marketing section. |
| Census dashboard refresh | AIDM | In progress | Cleaner drill-down view, with audit and reconciliation underway. |
| Family and facility surveys | AIDM | Awaiting | Survey framework is in the portal for review, awaiting the survey questions from Cindy. |
| In-portal uniform ordering | AIDM | Scoping | Order uniforms from the portal after training, enter an address, order placed, connecting directly to the uniform supplier. |
| Admission booklet requests | AIDM | Scoping | A button to request admission booklets and forms, routed to Pam. |
| Marketing collateral library | AIDM | Scoping | A digital collateral library of about 20 pieces to download, share, or show on a tablet, plus a request flow for one-offs that Cindy approves. Awaiting the asset folder and priority list from Cindy. |
HR and operations build
In progress
This month, with the HR and operations teams
This month's build focuses on the HR and operations tools the ViaQuest Hospice team asked for: HR forms and support in the portal, a simpler way to order uniforms and materials, and a chart-review auditing tool. Most of this is underway, with the audit tool kicking off after a walkthrough with the auditing team.
| Task | Owner | When | Notes |
|---|---|---|---|
| Day-1 onboarding forms | AIDM | In progress | The Day-1 onboarding forms and the other HR forms the HR team asked for, built into the portal. |
| HR ticketing and complaint button | AIDM | In progress | An HR ticketing system and a submit-a-complaint button in the portal. |
| HR chatbot | AIDM | In progress | A chatbot that answers common HR questions so staff self-serve instead of emailing the HR team. |
| Employee surveys | AIDM | In progress | Automated 30-day, 90-day, and exit surveys pushed to staff in the portal. |
| HR videos in the training portal | AIDM | In progress | Adding the HR videos to the training portal, especially the yearly manager HR training. |
| Automated credential and compliance tracking | AIDM | In progress | Retires the manual HR spreadsheet. Employees upload their documents to their portal profile and get renewal reminders about 30 days before expiry, and HR gets a manager dashboard that flags overdue items to follow up. Covers driver's license, auto insurance, CPR, other health credentials, and the same documents at onboarding. |
03 / RECENTLY DELIVERED
Recently delivered
Recently delivered, past 2 weeks.
What was completed between July 7th and July 13th, 2026.
9 items
Recently delivered
Recently delivered, past 2 weeks.
What was completed between July 7th and July 13th, 2026.
Training platform
| Jul 13th | Training course fully built with every section added, and the Hospice Foundation course modules and quizzes for chapters 1 to 5 are live on the production site. |
| Jul 11th | Redesigned training portal pushed live, replacing the prior version. |
| Jul 10th | Liaison training videos 1 to 5 created. |
| Jul 9th | Training portal walkthrough video re-recorded and delivered as an updated version. |
| Jul 8th | Portal admin area reorganized into clear sections for settings, configuration, manager training access, video management, and content management, with distinct Manager, HR, and Admin dashboards and the "win as you learn" rewards model built into the portal. |
Portal operations
| Jul 13th | CRM dashboard reshaped with a new archived opportunity stage, and the dashboard now filters out archived, admitted, and lost records so the active counts are accurate. Statistics and the opportunities and accounts pages updated. |
| Jul 11th | Portal sender email addresses moved to the new info@ and support@ ViaQuest Hospice addresses. |
| Jul 10th | Job board posting integration issues resolved. |
| Jul 9th | Website sitemap updated with new articles indexed, and the site favicon fixed for search-engine crawling. |
04 / MEETINGS
Meetings
Meeting cadence and on-site visits.
Weekly Tuesday ViaQuest Hospice check-ins, with a chart-review auditing walkthrough and an executive committee update this week.
3 meetings
Meetings
Meeting cadence and on-site visits.
Weekly Tuesday ViaQuest Hospice check-ins, with a chart-review auditing walkthrough and an executive committee update this week.
| Date | Meeting | Agenda |
|---|---|---|
| Tue, Jul 14, 2026 | Weekly ViaQuest Hospice check-in | Portal launch status, CRM dashboard reshape, training content |
| Tue, Jul 14, 2026 | Chart-review auditing walkthrough | Walking through the current chart-review process to scope the auditing tool |
| Wed, Jul 15, 2026 | Executive committee update | Program status update to the executive committee |
05 / DEADLINES