Concordat Covenant

Ledger

Sarah J.Admin

Risks

Revenue at Risk

$3,200

Lisa Park — $1,400 (9d overdue)
David Kim — $900 (Consult pending)
James Chen — $900 (At Protocol gate)

SLA Expirations

Inquiry 3d of 5d
Consult 5d of 5d

Avg Time to Active

14d

Target 12d (dashed) · Actual 14d
approaching threshold

Outcomes

Member Retention

87%

Members past First Session
who remain active after 30d

Revenue from Active

$5,600

last 6 months · avg $1,400/mo

Active Members — RevenueShow all 4

Member	Plan	Monthly	Status
Maya Torres	Premium	$1,800	Active
Sam Rivera	Standard	$1,200	Active
Chris Bennett	Standard	$1,200	Active
Jess Taylor	Premium	$1,400	Active

Processes

Customer Onboarding8 stages · 12 active

New members: intake to active. Assessment & care plan setup.

Inquiry

Consult

Eval

Assign

Protocol

Sign

First Session

Active

HubSpotMindbodySalesforce

Inquiry

2 members

New member inquiries via HubSpot web forms and phone intakes.

Total

Completed

Avg Days

6.2d

Item	Status	Days	Owner	Decision
Lisa Park	Stalled	9d	Unassigned	Select owner: Sarah J. Mike L. Rachel K. Tom H.
Omar Hassan	In Progress	3d	Sarah J.	—

Consult

1 members

One-on-one needs assessment and service matching.

Total

Completed

Avg Days

2.5d

Item	Status	Days	Owner	Decision
David Kim	In Progress	7d	Mike L.	Evaluator: Dr. Lee Dr. Patel Dr. Nguyen

Eval

1 members

Health history, intake forms, and physical readiness evaluation.

Total

Completed

Avg Days

3.8d

Item	Status	Days	Owner	Decision
Omar Hassan	In Progress	4d	Sarah J.	—

Assign

2 members

Therapist and service plan assignment.

Total

Completed

Avg Days

2.1d

Item	Status	Days	Owner	Decision
Elena Reeves	In Progress	5d	Sarah J.	—
Ryan Cooper	In Progress	2d	Stark-Onboard	—

Protocol

2 members

Treatment protocol development and approval.

Total

Completed

Avg Days

3.0d

Item	Status	Days	Owner	Decision
James Chen	At Gate	3d	Stark-Onboard	Confirm: ✓ Confirm approve Cancel
Ryan Cooper	At Gate	2d	Stark-Onboard	—

Sign

1 members

Service agreement, waivers, and payment terms signed.

Total

Completed

Avg Days

1.8d

Item	Status	Days	Owner	Decision
Tom Holloway	In Progress	2d	Stark-Onboard	—

First Session

1 members

First scheduled session completed.

Total

Completed

Avg Days

0.5d

Item	Status	Days	Owner	Decision
Anika Patel	Active	1d	Stark-Onboard	—

Active

2 members

Full member with recurring sessions.

Total

Completed

Avg Days

Item	Status	Days	Owner	Decision
Maya Torres	Active	—	Stark-Onboard	—
Sam Rivera	Active	—	Stark-Onboard	—

Provider Credentialing4 stages · 6 pending

Vetting therapists: license checks, background review.

Application

Background

Certification

Approved

WorkdayiCIMSCertemy

Application

3 members

License, certifications, and work history submitted.

Total

Completed

Avg Days

4.5d

Item	Status	Days	Owner	Decision
Alisha Kwan	In Progress	6d	Stark-Cred	—
Marcus Webb	In Progress	3d	Stark-Cred	—
Nina Ortiz	Stalled	12d	Unassigned	Review: Request missing license Flag for manager Send reminder

Background

2 members

Background check, references, and professional vetting.

Total

Completed

Avg Days

3.0d

Item	Status	Days	Owner	Decision
Derek Liu	In Progress	5d	Stark-Cred	—
Tanya Ross	Active	2d	Stark-Cred	—

Certification

1 members

License verification, insurance, CEU compliance.

Total

Completed

Avg Days

7.0d

Item	Status	Days	Owner	Decision
Priya Shah	In Progress	8d	Clinical	—

Approved

0 members

Provider approved and added to active roster.

Total

Completed

Avg Days

Appointment Scheduling5 stages · 8 active

End-to-end booking: member request to session done.

Request

Availability

Confirm

Prep

Complete

MindbodySquareGoogle

Request

4 members

Member submits booking request via app or phone.

Total

Completed

Avg Days

1.2d

Item	Status	Days	Owner	Decision
Maya Torres	Active	—	Stark-Sched	Availability: ✓ Confirm Mon 10am ✓ Confirm Wed 2pm Reschedule request
Sam Rivera	In Progress	1d	Stark-Sched	—
Chris Bennett	Active	—	Stark-Sched	Therapist: Dr. Williams Dr. Garcia Dr. Chen
Lisa Park	Stalled	5d	Unassigned	—

Availability

4 members

Provider availability checked, time slots proposed.

Total

Completed

Avg Days

2.5d

Item	Status	Days	Owner	Decision
Elena Reeves	Active	—	Stark-Sched	—
Ryan Cooper	In Progress	3d	Stark-Sched	—
Anika Patel	Active	—	Stark-Sched	—
Omar Hassan	In Progress	4d	Stark-Sched	—

Confirm

3 members

Appointment confirmed, both parties notified.

Total

Completed

Avg Days

1.0d

Item	Status	Days	Owner	Decision
David Kim	Active	—	Stark-Sched	—
Jess Taylor	Active	—	Stark-Sched	—
Tom Holloway	In Progress	2d	Stark-Sched	Remind: Send SMS reminder Send email reminder Call patient

Prep

2 members

Room setup, equipment prep, pre-care instructions.

Total

Completed

Avg Days

0.5d

Item	Status	Days	Owner	Decision
Maya Torres	Active	—	Stark-Sched	Availability: ✓ Confirm Mon 10am ✓ Confirm Wed 2pm Reschedule request
Sam Rivera	Active	—	Stark-Sched	—

Complete

1 members

Session completed, notes logged, feedback collected.

Total

Completed

Avg Days

Item	Status	Days	Owner	Decision
Chris Bennett	Active	—	Stark-Sched	Therapist: Dr. Williams Dr. Garcia Dr. Chen

Inventory & Supplies4 stages · 3 low

Supply chain: oils, linens, equipment purchase to reorder.

Order

Receive

Stock

Replenish

FishbowlQuickBooksAmazon Business

Order

2 members

Purchase orders submitted to vendors per reorder thresholds.

Total

Completed

Avg Days

3.0d

Item	Status	Days	Owner	Decision
White Lotus lotion	In Progress	3d	Stark-Inv	Reorder: ✓ Order 12 units ✓ Order 24 units Contact supplier
Massage oil restock	Active	2d	Stark-Inv	—

Receive

2 members

Delivery verified and logged into inventory.

Total

Completed

Avg Days

1.5d

Item	Status	Days	Owner	Decision
Linens delivery	Active	1d	Stark-Inv	Receipt: ✓ Received — all good Report shortage Flag damaged
Equipment shipment	Active	2d	Stark-Inv	Delivery: Deliver tomorrow Deliver next week Contact logistics

Stock

3 members

Items distributed to treatment rooms and storage.

Total

Completed

Avg Days

0.5d

Item	Status	Days	Owner	Decision
Room 4 oil restock	Active	—	Stark-Inv	—
Room 2 linens	Active	—	Stark-Inv	—
Storage audit	In Progress	1d	Stark-Inv	—

Replenish

1 members

Low-stock alert triggered. Awaiting next order cycle.

Total

Completed

Avg Days

Item	Status	Days	Owner	Decision
Sheets — 8 units	In Progress	0d	Stark-Inv	—

Payroll Processing3 stages · 10 pending

Therapist commissions from session completion to payout.

Collect

Verify

Pay

ADPGustoQuickBooks

Collect

8 members

Completed sessions pulled, commissions calculated.

Total

Completed

Avg Days

1.0d

Item	Status	Days	Owner	Decision
Maya Torres	Active	1d	Stark-Pay	Hours: ✓ Approve 32h Flag discrepancy Request clarification
Sam Rivera	Active	1d	Stark-Pay	—
Chris Bennett	Active	1d	Stark-Pay	—
Jess Taylor	Active	1d	Stark-Pay	—
Elena Reeves	Active	1d	Stark-Pay	—
Anika Patel	Active	1d	Stark-Pay	—
Omar Hassan	In Progress	2d	Stark-Pay	Timesheet: ✓ Approve 40h Flag overtime Request correction
Ryan Cooper	In Progress	2d	Stark-Pay	—

Verify

10 members

Time records and commissions verified against schedule.

Total

Completed

Avg Days

2.0d

Item	Status	Days	Owner	Decision
Maya Torres	In Progress	3d	Finance	Hours: ✓ Approve 32h Flag discrepancy Request clarification
Sam Rivera	In Progress	3d	Finance	—
Chris Bennett	In Progress	3d	Finance	—
Jess Taylor	In Progress	3d	Finance	—
Elena Reeves	At Gate	2d	Finance	—
Anika Patel	At Gate	2d	Finance	—
Omar Hassan	At Gate	2d	Finance	Timesheet: ✓ Approve 40h Flag overtime Request correction
Ryan Cooper	At Gate	2d	Finance	—
Nina Ortiz	In Progress	1d	Finance	PTO: ✓ Approve 8h PTO Deny — insufficient balance Reschedule
Derek Liu	In Progress	1d	Finance	—

Pay

0 members

Payments processed via direct deposit. Next pay run: Fri.

Total

Completed

Avg Days

Connected Tools

HubSpot

ADP

Amazon Business

Certemy

Fishbowl

Google

Gusto

iCIMS

Mindbody

QuickBooks

Salesforce

Square

OpenClaw

Workday

SignalsShow all

Live from the Covenant signal store · refreshed every minute

Live Governance Feed

System12s ago

CRM stage update — Nina Ortiz moved to Certification

via Mindbody API

System42s ago

Payment confirmed — Jess Taylor Premium plan renewed

via Square

Decision1m ago

Approval recorded — James Chen at Protocol gate

Sarah J. (Stark-Onboard)

Decision2m ago

Ownership assigned — Lisa Park → Sarah J.

Stark-Onboard

Activity3m ago

Reported — David Kim consult evaluation completed

Mike L.

System4m ago

Document signed — Alisha Kwan liability waiver

via HelloSign

Decision5m ago

Evaluator assigned — David Kim → Dr. Patel

Stark-Onboard

Activity7m ago

Reported — Marcus Webb background check submitted

Stark-Cred

Decision9m ago

Therapist assigned — Chris Bennett → Dr. Garcia

Stark-Sched

System11m ago

Inventory reorder — White Lotus lotion (12 units)

via Square

Activity14m ago

Reminder sent — Tom Holloway SMS notification

Stark-Sched

All MembersShow all 12

Member	Plan	Stage	Status	Owner
Maya Torres	Premium	Active	Active	Stark-Onboard
James Chen	Standard	Protocol	At Gate	Stark-Onboard
Elena Reeves	Standard	Assign	In Progress	Sarah J.
David Kim	Standard	Consult	In Progress	Mike L.
Lisa Park	Premium	Inquiry	Stalled	Unassigned
Tom Holloway	Standard	Sign	In Progress	Stark-Onboard
Anika Patel	Standard	First Session	Active	Stark-Onboard
Omar Hassan	Standard	Eval	In Progress	Sarah J.
Sam Rivera	Premium	Active	Active	Stark-Onboard
Chris Bennett	Standard	Active	Active	Stark-Onboard
Jess Taylor	Premium	Active	Active	Stark-Onboard
Ryan Cooper	Standard	Protocol	At Gate	Stark-Onboard

1-12 of 12

🏢

Customer Onboarding

6 stages

Onboard new customers from inquiry through care plan delivery with automated stage transitions.

Active

📋

Provider Credentialing

4 stages

Verify and onboard healthcare providers with credentialing checks and licensing.

Active

🛡

Compliance Playbook

5 stages

Ensure regulatory compliance with audit-ready documentation and automated checks.

Review

👥

Employment Playbook

7 stages

Streamline onboarding from offer acceptance through benefits enrollment and team integration.

Draft

📄

Claims Processing

3 stages

Process insurance claims with automated validation, adjudication, and payment reconciliation.

Inactive

💰

Revenue Cycle

5 stages

Manage revenue from patient registration through payment posting and reconciliation.

Active

🔃

Referral Management

4 stages

Track patient referrals between providers with automated follow-ups and status updates.

Active

📅

Scheduling

4 stages

Manage appointments, rescheduling, cancellations, and calendar sync across providers.

Draft

📝

Intake Assessment

3 stages

Conduct patient intake assessments with automated questionnaires and risk scoring.

Attention

💳

Billing

3 stages

Generate patient billing, insurance claims, payment plans, and collection workflows.

Active

✔

Quality Assurance

4 stages

Monitor service quality with automated audits, feedback collection, and corrective actions.

Active