01 / THE WEEK
ViaQuest Hospice progress this week.
August 10 to 14, 2026
The What's Happening in ViaQuest Hospice module is built and it goes out to everyone this week. Branches submit photos and short videos from the field, marketing reviews them before anything is used, and the media release step sits inside the flow rather than alongside it. Work roles went in at the same time, which means a role now carries its own training set and putting someone into a role assigns their courses in one step. Three new hires came through the portal for the first time last week and the flow held. This week also brings the full portal review with your leadership team and a joint session with your IT team on the Home Care Home Base connection.
What we need
What we need from ViaQuest Hospice.
What we need
What we need from ViaQuest Hospice.
These are the inputs we need from your side to keep the work moving. Each one releases a specific piece of the build.
| What we need | Details |
|---|---|
| 1. The info@ViaQuestHospice.com routing decision | The careers mailbox is now a shared mailbox and your HR team has direct access, so that item is closed. What remains is how info@ViaQuestHospice.com should behave. The recommendation is a distribution list reaching the two people who handle it today. A short confirmation either way lets it be set. |
| 2. Home Care Home Base data access | Testing continues with your IT team and a short list of access and monitoring items is being worked through together. Confirming the remaining items lets the census verification finish. |
| 3. Sign-off on the consent and media release wording | The What's Happening in ViaQuest Hospice module carries real consent wording and a full media release document, and staff sign either on screen or by uploading a signed paper form. Before the feature opens to branches, the wording needs a read and an approval from whoever owns compliance on your side. This is the last item between the build and staff using it. |
| 4. Emergency preparedness and compliance training materials | The session presentation, a recording from the live sessions, and the quiz. The training video content gets built from those, and recording the next live session would give us what we need without extra work for your team. |
Training platform
Launched
Liaison onboarding in rework
2 tasks active · 15 recently delivered
View
Portal operations
Launched
What's Happening in ViaQuest Hospice going live this week
5 tasks active · 27 recently delivered
View
HR and operations
In progress
Recruitment, forms, surveys and annual training
9 tasks active
View
IT infrastructure
In progress
Data access and transition support
5 tasks active · 7 recently delivered
View
02 / REQUESTS RECEIVED
Requests received
Requests received.
Requests received from your team, grouped by area, with the role each came from and a priority read. These are being scoped and will come back with timing.
13 requests
Requests received
Requests received.
Requests received from your team, grouped by area, with the role each came from and a priority read. These are being scoped and will come back with timing.
| Requested by | Request | Priority |
|---|---|---|
| Dashboards and reporting | ||
| Chief Financial Officer | A KPI framework across the business. Around twenty-five measures spanning sales, operations and clinical, quality, and financial performance. Each measure carries a month-to-date and year-to-date view, a run rate, a comparison against goal, and a year-on-year comparison, so leadership reads the same set of numbers the organization tracked before the framework lapsed. | High |
| Chief Financial Officer | A financial dashboard. Income statement, balance sheet, aging, write-offs, day sales outstanding, vendor spend analysis, and cash flow forecasting in one place. The ask includes a link to the finance system of record so the figures refresh without manual re-entry. | High |
| Chief Financial Officer | A geographic staff and patient view. A map showing where staff are based against where patients are located, used for hiring decisions, marketing spend, and caseload planning. Because it places patient location data on a map, it needs a privacy review before it is scoped. That is a governance step, not an objection. | Low |
| Automation | ||
| Chief Operating Officer | Chart review and QAPI audit automation. Turning the working approach your auditing team put together into a supported tool, with a consistent audit pattern and a record of what was checked, rather than a manual pass each time. It reads from the Home Care Home Base data, so it depends on the connection described at the top of this report. | High |
| Chief Financial Officer | Medical coding review automation. Checking the diagnosis-based code on each care plan against the plan itself before claims go out, so billing accuracy is verified up front. The review follows a standard pattern across charts, which is what makes it a candidate for automation. | Medium |
| HR and onboarding | ||
| Client leadership | A decision on the Relias contract. Whether Relias is retained past September or ViaQuest Hospice moves off it. The training content held there would either be rebuilt inside the portal or carried across as it stands, and the answer sets the sequence for the rest of the training build. A view on the renewal date, and on which content has to be preserved either way, lets that sequence be planned properly. | High |
| HR | Automated credential and compliance tracking. Replacing the manual spreadsheet. Staff see their own list inside their profile, reminders go out as items approach renewal, and managers get a view of what is overdue. Covers driver's license and expiry, auto insurance, CPR, and training accreditations. | Medium |
| HR | A separate HR and compliance route in the ticketing system. HR and IT share one category list today, so HR items land in the IT queue. This splits them, gives compliance its own path, and adds a channel for staff to raise a complaint. | Medium |
| Portal features | ||
| Client leadership | A prayer call link on the website. ViaQuest Hospice runs an internal team prayer call each Thursday morning and is considering opening it to community partners. The request is to add a link on the website so partners can join. The logistics of opening the call up are still being settled on your side, and a short session is arranged to agree the approach. | Medium |
| Chief Operating Officer | A referral-provider intake portal. Referring providers register an account on the website and upload intake documents there, replacing the current fax process. Referrals arrive in one place and feed through to Home Care Home Base or the dashboard rather than being rekeyed. | Medium |
| Chief Operating Officer | A marketing collateral library. Approved collateral held in the portal for staff to view and download, with no upload rights for associates. Managers, HR, and admins get a form to request a new piece, which routes to whoever approves it. | Medium |
| Brand | ||
| Founder | A full brand transition from ViaQuest Hospice to Cairo Hospice. A program of work rather than a single task. It reaches the training portal, the website, every piece of learner-facing training content, company documents, email domains, and marketing materials. It needs an inventory of everything carrying the current brand, then a phased sequence so each system changes in the right order and nothing breaks partway through. | High |
| Founder | An individual marketing and social media plan for the Founder. A personal content and social plan, separate from the ViaQuest Hospice organizational channels, covering content themes, posting cadence, and which platforms to run. A draft is prepared and in internal review before it comes across. | Medium |
03 / PILLAR DETAILS
Training platform
Launched
Role-based assignment live, role-specific track complete
The portal is live with Orientation, Company Resources and the Hospice Foundation modules across the full portal, and role-based assignment now puts a person into their training in one step. The role-specific track is complete, so each role carries its own Home Care Home Base links. Work this week is the liaison onboarding, which is being reworked so it reflects how liaisons actually work rather than following the standard clinical path.
| Task | Owner | When | Notes |
|---|---|---|---|
| Liaison onboarding rework | AIDM | This week | Reworking the Community Liaison onboarding so it matches the role. Liaisons work through Relias and the CRM rather than the clinical systems in the standard track, and the daily morning liaison call is built into the first week. |
| Emergency preparedness and compliance training | AIDM | Awaiting | The sessions run live for the first cycle. The video content gets built from the session presentation and recording once those arrive. |
Portal operations
Launched
What's Happening in ViaQuest Hospice going live this week, storefront in build
The portal is built and running, with role-based dashboards for managers, HR and admins. The What's Happening in ViaQuest Hospice module went in last week, so branches submit photos and short videos from the field and the media release step sits inside the flow rather than beside it. This week's build is the storefront, where staff order uniforms and claim training rewards in one place.
| Task | Owner | When | Notes |
|---|---|---|---|
| What's Happening in ViaQuest Hospice rollout | AIDM | This week | Opening the What's Happening in ViaQuest Hospice module to all branches once the consent wording is signed off, so teams can start posting from the field. |
| Storefront: uniform ordering and rewards | AIDM | This week | The storefront where staff order uniforms and claim training rewards after completing their training, connecting through to the supplier, so onboarding runs as one flow. |
| Census dashboard refresh | AIDM | In progress | A cleaner drill-down view, with audit and reconciliation underway. The live figure depends on the data connection noted at the top of this report. |
| Admission booklet requests | AIDM | Scoping | A button to request admission booklets and forms, routed to the person who places those orders. |
| Family and facility surveys | AIDM | In progress | The question list is in and the build is under way. The surveys come back to you for review before they go live. |
HR and operations
In progress
Recruitment, remaining onboarding forms, surveys and the annual training
The onboarding flow stays the focus: the Day 1 and Day 30 forms and the HR assistant, alongside the automated survey program, the portal document library, and a single approver path for job approvals. The recruitment platform connection is the priority item this week. The wider set of HR asks from your team sits in the Requests received section above while it is scoped.
| Task | Owner | When | Notes |
|---|---|---|---|
| Recruitment platform connection | AIDM | This week | Completing the connection between the job board and the applicant tracking system so posts and applications move both ways without manual re-entry. Priority item this week. |
| New-hire notification workflow | AIDM | This week | Marking a candidate as hired notifies IT support and the rewards owner, and captures start date, pay type and employment status, carrying through job title, office location and full name. |
| Uniform details in the onboarding form | AIDM | This week | Uniform size and style questions move into the onboarding form so order details are captured at intake rather than collected by hand on the first day. |
| Single approver on job approvals | AIDM | This week | Merging the two HR approver options into one, so either HR team member routes an approval to the Chief Operating Officer without picking the right name first. |
| Reference request emails | AIDM | In progress | Reference requests sent automatically from your HR team's own templates once intake forms come in. |
| HR AI chatbot | AIDM | In progress | An assistant that answers staff policy questions from the HR policy set, in build now. |
| Employee surveys | AIDM | In progress | Automated 30-day, 90-day, and exit surveys pushed to staff in the portal, scheduled to go live this month. |
| Document library and filing system | AIDM | In progress | Configuring the portal file system with restricted folders for HR and administrative access, and setting the library structure so policies are simple to find. |
| Annual HR and management training | AIDM and ViaQuest Hospice | Planning | Bringing both HR training tracks into the portal. Your HR team supplied the full content on July 16: four compliance videos and a quiz for the annual all-employee track, and nine modules for the supervisor track with two still to be created. In planning now, so the annual track can be assigned in January as it is today. |
IT infrastructure
In progress
Data access and transition support with your IT team
The Microsoft tenant migration has completed and the infrastructure sits in the ViaQuest Hospice tenant, with your own IT team holding it from here. What remains on our side is narrower: finishing the Home Care Home Base connection so census figures verify against the source, and following up the items from the August 7 transition review. Support routing is also settling into a single path so each request reaches the right owner, with the portal coming to AIDM and Microsoft, Home Care Home Base, Paycor and the clinical tools going to the ViaQuest Hospice IT team and the department owners.
| Task | Owner | When | Notes |
|---|---|---|---|
| Home Care Home Base connection | AIDM and ViaQuest Hospice IT | This week | A joint working session with your IT team to finish the connection testing and open the data feed fully. |
| Transition review follow-up | AIDM and ViaQuest Hospice IT | In progress | Working through the items from the August 7 review with your IT team, including the remaining mailbox moves and the document library structure in SharePoint. |
| IT ticket notification routing | AIDM | In progress | Ticket notifications route to the ViaQuest Hospice support address so the IT admin is notified directly. |
| 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. |
| Email consolidation | AIDM | In progress | Consolidating to the new ViaQuest Hospice addresses: a single HR inbox, the info inbox, and a compliance inbox. |
04 / RECENTLY DELIVERED
Recently delivered
Recently delivered, past 4 weeks.
What was completed in the four weeks to August 10th, 2026.
49 items
Recently delivered
Recently delivered, past 4 weeks.
What was completed in the four weeks to August 10th, 2026.
Training platform
| Aug 10th | Role-specific training track complete. The fourth training section is built and duplicated across the roles, each carrying its own Home Care Home Base links. |
| Aug 8th | Work roles added as an axis separate from system permissions. A person holds one or more work roles, training courses link to a role once, and putting someone into that role assigns their courses. |
| Aug 8th | Removing a work role now removes that role's courses automatically, so training access stays in step with the role. |
| Aug 8th | Training sections reordered, and the core trainings assigned automatically on first login. |
| Jul 31st | Role-based course assignment is live. Selecting a role now assigns that role's courses automatically, with a confirmation step for new-employee orientation, replacing assigning modules one at a time. |
| Jul 31st | Hospice Foundation videos assigned across the organization and in active use, with staff working through them. |
| Jul 31st | Liaison Training and the AI scenarios uploaded to the portal, with extra activities added to role-based orientation across all seven roles. |
| Jul 31st | Training admin view settings updated across the portal. |
| Jul 24th | Training admin view now includes AI video bot functionality. |
| Jul 17th | Liaison training track completed. Part 2, the Comfort Care Playbook, added its 3 videos and closed the full 8-video track. |
| Jul 17th | All Home Care Home Base training links researched, 61 in total, and uploaded to the training portal by role, 7 of 7 roles complete. |
| Jul 17th | Step-by-step walkthrough guide created for logging into Home Care Home Base. |
| Jul 17th | Training admin functionality improved. |
| 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. |
Portal operations
| Aug 8th | The What's Happening in ViaQuest Hospice module built for the portal. Branches submit photos and short videos from the field, marketing reviews them before anything is used, and the media release step sits inside the flow. Going out to everyone this week. |
| Aug 8th | Day 1 and Day 30 onboarding forms completed, so new hire details arrive at the right moments rather than being collected by hand. |
| Aug 8th | Employee export added to the Employees page, covering name, email, manager and location for active staff. |
| Aug 8th | Two additional managers added to the portal. |
| Aug 6th | Marketing and reputation session delivered with your marketing and social team, covering search performance, the content plan for the next six months, and the review and consent approach. |
| Aug 5th | Instagram posting automation and the account sign-in issue both fixed. |
| Aug 5th | Sixteen pages indexed and twelve more submitted for indexing in Search Console, with the reporting metrics updated. |
| Aug 5th | Article review workflow built so articles published under the Founder's name route for review first. Built and ready to switch on. |
| Aug 4th | Careers mailbox converted to a shared mailbox so your HR team has direct access. |
| Jul 31st | HR admin settings updated, and individual pages built for each employee in the HR Admin view. |
| Jul 31st | Website and search maintenance pass: the closed location removed from the website, search results and the Business Profile, the phone number updated site-wide, the Compliance and Ways to Give pages updated, and more than twenty-five Search Console issues fixed and re-indexed. |
| Jul 24th | Employees mapped to their respective managers in the portal. |
| Jul 24th | HR can now email references directly from the application page. |
| Jul 24th | Job-request workflow updated so any HR user can forward a job to an admin. |
| Jul 24th | Recruitment job-board synchronization issues resolved. |
| Jul 22nd | Drag-and-drop file and folder management added for company collateral and HR documents. |
| Jul 22nd | HR job-request access opened to all HR staff, removing the single-reviewer bottleneck. |
| Jul 17th | CRM opportunity page updated to exclude archived, lost, and admitted records. |
| Jul 17th | Preview cards now show leads and pending admissions counts. |
| Jul 17th | Salespeople page shows a clear stage count per salesperson. |
| Jul 17th | Employee page gained manager assignment functionality. |
| Jul 17th | Dashboards reorganized and filtered to exclude lost, archived, and admitted stages. |
| Jul 17th | Website profile details, office address, and email addresses updated. |
| Jul 17th | New leadership headshot added to the website leadership section. |
| Jul 17th | Search console feed issue fixed and indexing requested for the pages marked as crawled but not indexed. |
| 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. |
IT infrastructure
| Aug 7th | SharePoint document data migrated into document libraries. |
| Aug 7th | Scan to email relay built for the office copiers. |
| Aug 7th | Internet contracts finalized across all office locations under the ViaQuest Hospice account. |
| Aug 7th | Cause of the Home Care Home Base connection issue identified with your IT team. |
| Jul 17th | Ticketing system gained admin add, remove, and change functionality. |
| Jul 17th | IT admin email account created and granted portal access. |
| Jul 17th | Step-by-step guide with screenshots produced explaining how to raise a ticket. |
05 / MEETINGS
Meetings
Meeting cadence and on-site visits.
The standing cadence, plus the sessions already set for this week.
5 meetings
Meetings
Meeting cadence and on-site visits.
The standing cadence, plus the sessions already set for this week.
| Date | Meeting | Agenda |
|---|---|---|
| Mon, Aug 10, 2026 | Home Care Home Base working session | Joint session with your IT team to complete the connection testing |
| Thu, Aug 13, 2026 | Phase 2 closeout review | Ninety-minute walkthrough with client leadership, closing out the current phase |
| This week | Contract review for the next six months | Scope and priorities for the next phase with client leadership |
| Weekly, Tuesdays | ViaQuest Hospice check-in | Standing project review with client leadership |
| Twice weekly | HR working sessions | Onboarding, forms, and HR training content with the HR team |
06 / DEADLINES