Meetings (4)
Apr 8 9PM
Apr 8 8:29PM
Mar 19 10:01AM
Mar 17 12:47PM
Action Items (33)
Apr 28, 2026
Establish communication protocol with team leadership
done · View Meeting
Apr 28, 2026
Reassign Angelique to leadership capacity
open · View Meeting
Apr 28, 2026
Clean up Teamwork, Slack, Gmail, and Jira access
open · View Meeting
Apr 28, 2026
Request password reset assistance from Angelo
open · View Meeting
Apr 28, 2026
Discuss Charm Enterprise account activation
open · View Meeting
Apr 28, 2026
Log bug for Charm medical history import workflow
open · View Meeting
Apr 28, 2026
Investigate custom form options in Charm scheduling
open · View Meeting
Apr 28, 2026
Provide solutions for annual visit scheduling and consent requirements
open · View Meeting
Apr 28, 2026
Develop care navigator task assignment workflow
open · View Meeting
Apr 28, 2026
Get legal opinion on Charm API usage for referral management
open · View Meeting
Apr 28, 2026
Implement automated referral intake system
open · View Meeting
Apr 28, 2026
Instruct Joe to use tasks instead of referrals for follow-ups
open · View Meeting
Apr 28, 2026
Develop nurse note workflow with provider sign-off
open · View Meeting
Apr 28, 2026
Customize treatment plan goals and objectives in Charm
open · View Meeting
Apr 28, 2026
Encourage Joe to use Whisper Flow instead of Whisper AI
open · View Meeting
Apr 28, 2026
Investigate auto-scoring for questionnaires in Charm
open · View Meeting
Apr 28, 2026
Explore dual-signature PDF upload options in Charm
open · View Meeting
Apr 28, 2026
Compile and send follow-up answers to Charm implementation team
open · View Meeting
Apr 8, 2026
Launch MyCustodyShield.com go-to-market campaign
pending_review · View Meeting
Apr 8, 2026
Transition Martin to new ventures support
pending_review · View Meeting
Apr 8, 2026
Restructure Next Wave for cash flow positivity
pending_review · View Meeting
Apr 6, 2026
Experiment with image creation process for Wave Rider Studio
done · View Meeting
Apr 6, 2026
Get access credentials for Wave Rider Studio testing
open · View Meeting
Apr 6, 2026
Download and provide PDF documents for each Wave Rider Studio workflow box
done · View Meeting
Apr 6, 2026
Write tickets for email feature in blog automation
open · View Meeting
Mar 19, 2026
Set up Claude code account
done · View Meeting
Mar 19, 2026
Build and deploy QR code generator to qrcode.waveservices.com
done · View Meeting
Mar 19, 2026
Download Miro board documents as PDFs for AI project planning
done · View Meeting
Mar 19, 2026
Write tickets for blog automation email feature
done · View Meeting
Mar 17, 2026
Present COO management vision and plan
done · View Meeting
Mar 17, 2026
Own phone system and email ticketing system improvements
done · View Meeting
Mar 17, 2026
Follow up with Teamwork daily on ticket status
done · View Meeting
Mar 17, 2026
Develop and manage master tracking list
done · View Meeting