Needs attention: what each item means, who owns it, and how it closes

What it is. The research behind it said a menu tells you where the modules are, while an exception workspace tells you what needs attention. Today's Needs attention card now does the second job. Each row is one exception the app detected from what it already holds, with the client or professional it is about, who owns it, when it is due, and buttons to Acknowledge, Assign and Close. A count badge sits in the heading; the overdue ones turn it red. Closed in the last 7 days folds open under the list and names who closed each item and why.

What is detected, and from where. Coverage: a professional's private shift notice that they can't make a shift, or a Change my hours that left part of a shift uncovered (the reason stays private; the hours are on Open shifts in the client's home). No clock-in: a visit on a client's weekly schedule 30 minutes past its start with no clock-in. Late clock-out: still clocked in 30 minutes after the visit's end, or an unscheduled shift running 14 hours. Open shifts: a shift in the next 48 hours with nobody on it. Needs review: a closed shift flagged at clock-out because a required task, log or photo the family asked for was missing. Credentials: a professional's license, CPR card, TB result, skills checklist or insurance on Team that has expired or expires within 30 days, and your agency license within 30 days. Authorizations: a client's authorization 80 percent used, over its units, ending within 14 days or ended, exactly as Ready to bill warns. Invoices past due: an invoice you sent whose due day has passed with a balance owed. Flagged readings: a reading logged in a client's home outside the targets that family set, which nobody at the agency has acknowledged on Feed & alerts. Plan reviews: a Home Care Team Plan review date within 14 days or past.

What is not detected. The queue reads the app's own records and nothing else. A visit with no clock-in is a fact about the clock; it is not a record of who was called, whether the family was reached or what was agreed, so a missed-visit case with contact attempts is not built. A flagged reading is a fact from the family's own targets; the item never says what the reading was and the app never interprets it, so read it on Feed & alerts and decide with the care team. Nothing outside these ten kinds appears, and the app does not promise to catch every problem in a home.

Who owns it. Every item starts with a default owner role: Scheduler for coverage, no clock-in, late clock-outs and open shifts; Office for credentials, authorizations and invoices past due; Clinician for flagged readings and plan reviews; Family for a shift that needs review, because only the family can mark it reviewed. Assign puts a named person from your Team on it (Choose one, then Assign). Acknowledge marks that you have seen it and, if nobody was assigned yet, makes you its owner. The row shows Owner, then the person or Nobody yet with the role.

Due times and escalation. Each kind has a due window from the moment it is detected: one hour for a no clock-in or a late clock-out, two hours for coverage, four hours for a flagged reading, a day for an open shift or a shift needing review, three days for an authorization, seven days for a credential, an invoice past due or a plan review. When a shift's own start is sooner, that is the due time. The row says Due in or Overdue. An item still Open when its due time passes is escalated once: it is marked Escalated, your agency's administrators get a phone notification and an email that name no client and no reading, and the row says so. An acknowledged item has an owner and is never escalated by the clock.

How it closes. When the signal clears, the app closes the item itself with the reason Resolved: the professional clocked in, the clock-out happened, someone was put on the open shift, the family marked the shift reviewed or approved its invoice, a newer document is on file, a newer authorization is on file or the units are no longer at the limit, the invoice was paid, the alert was acknowledged on Feed & alerts, or the plan's review date moved ahead. A no clock-in is the one kind that does not close by absence: it closes when a clock-in appears for that visit, and otherwise waits for a person. Close lets a person close any item with a reason from the list: Handled outside the app, Covered by someone else, Nothing was needed, Already on the list. The same real-world event never makes two rows, so an item you closed does not come back for the same shift, document date, invoice or alert.

Who sees what. The queue is the agency's, and each person reads the kinds their role already may on Today: authorizations and invoices only with the money, credentials only for the file managers, flagged readings and plan reviews never on the office side of the wall. When it runs: every time Today loads, and once a day for every agency from the daily sweep, so an agency nobody opened still gets its escalations.