BACK OFFICE — PHASE 1 SETUP

Connect your database

Takes 5 minutes. You'll only do this once.

1
Create free Supabase account
Go to supabase.com → New project
2
Run the setup script
SQL Editor → paste SETUP.sql from this zip → Run
3
Paste credentials below
Settings → API → copy Project URL and Anon Key
Credentials stored locally on this device only.
This week
Care Plans
ClientPlanStatusNext reviewPhysician
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Medications
ClientMedicationDosageFrequencyRefill dateStatus
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💳 Stripe payments use secure server configuration
Your Stripe secret key is never entered or stored in this portal. Add it privately in Vercel, then use invoices to create secure payment links.
Total invoiced
$0
Collected
$0
Outstanding
$0
Overdue
$0
Invoices
#ClientIssue dateDue dateTotalPaidStatus
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Payroll
to
Payroll is calculated from clocked hours. Set hourly rates per caregiver in their profile. Overtime kicks in after 40 hours/week.
CaregiverRegular hrsOvertime hrsHourly rateGross payStatus
Set date range above and click Generate payroll
Caregiver certifications
0
Current
0
Expiring <30 days
0
Expired
CaregiverCertificationNumberIssuedExpiresStatus
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Connect payment, phone, accounting & bank platforms. Sensitive API credentials belong in Vercel Environment Variables; this page stores only non-secret connection settings.
🟢 Open shifts — first come, first served
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Filled shifts — join the standby list

If a spot frees up, the office pulls from standby in order.

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My upcoming shifts
DateTimeClientTypeStatus
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Shifts offered to me
None right now
Time off
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My swap requests
No requests yet
Proud of the care you give? Help our agency grow —
Swaps only change the schedule after you approve them.
Pending approvals
Nothing waiting
Time-off requests
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Swap history
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Monthly reports
Total visit hours
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Visits completed
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Invoiced
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Collected
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⭐ Family ratings—
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Hours by caregiver
CaregiverVisitsHours
Hours by client
ClientVisitsHours
Documents
FileCategoryRelated toUploaded
No documents yet
Signed services agreements
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Good morning

We're so glad you're here.

Next visit
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Primary caregiver
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Open invoices
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Upcoming visits
DateTimeTypeCaregiverStatus
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Recent visit updates
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Invoices
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Need something?

If you need anything or have questions, don't hesitate to reach out.

⭐ Loving our care?

Birth And Beyond Care would love your feedback. Post a review to our Google profile — it means the world to our caregivers.

Client intake pipeline
Track prospects from first call to active client. Prospects never appear in scheduling until converted.
Guided hiring pipeline
Role-specific applications, review items, interview requests, and documents appear here. Share: …/apply.html (click to copy)
Accounts
A family or facility account can have several care receivers — one bill, one point of contact.
Request staff or care

Tell us what you need — the office confirms every request.

My requests
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Approving a request creates that many open shifts on the schedule — assign caregivers from the Scheduling page.
Pending requests
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Open shifts & standby lists

Caregivers claim open shifts themselves. If you remove someone (e.g. DNR), pull the next person from standby here.

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Do Not Return (DNR) list

DNR'd caregivers never see open shifts for that client or facility, can't claim them, and you get a warning if you try to assign them manually.

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Services Agreement
Your agreement is selected from the service program approved on your account. Contact the office before signing if the service shown is not correct.
CARE
Your Birth & Beyond assistant
Provider Referrals
Referrals from discharge planners, physicians & coordinators. Changing the status here updates the provider's progress tracker instantly.
Care Calendar
Days with a scheduled visit are highlighted — tap one to see who's coming and when.
Labs & Vitals
CLIA-waived test results (CLIA ID 37D2280863 · Lab Director: Tiffany Smith, RN). Critical values — notify the physician immediately.
Moments 📸
Sweet moments from visits — first steps, big giggles, proud milestones — shared securely with each family.
Share a moment
Phone Leads — BEA receptionist ☎️
Every missed-call text, text conversation, and after-hours call BEA handles shows up here. Booked leads also land in Clients as prospects.
Settings ⚙️
Change password
Family members each create their own login — ask the office to link a new member to your loved one. Questions? Call (918) 401-0175.
Care Plan 💛
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