VALORBehavioral Health
Executive Daily Briefing
Live
Saturday, March 21, 2026
Confidential · CEO Edition · Daily Intelligence
Daily Briefing
Saturday, March 21, 2026
Last synced: 05:01 PM
7 sources connected
Morning Inputs — Complete Before Sending
Reporting on: Saturday, March 21, 2026
Financial Snapshot
Workbook Chase
9
Admissions This Week
0
Admissions Today
16
Discharges This Week
0
Discharges Today
Billing — 3/21/2026
—
Total Clients Billed
—
Total Billed
—
Deposits Collected
Billing — Week & Month
Total Billed This Week$115,080
Total Deposits This Week$110,484
Total Billed MTD$374,670
Total Deposits MTD$299,921
Total Collected MTD$160,584
Expenses — March
ActualBudget
ActualBudget
Labor——
Software——
Rent——
Utilities——
Marketing——
Insurance——
G&A——
Medical Svcs——
Collection——
Background——
Owner Exp——
Bank & Svc——
Meals——
Transport——
Travel——
Total Expenses—Bgt: —
Profit & Loss — Year to Date
YTD Total Billed$1,191,835
YTD Total Deposits$991,592
YTD Total Expenses$836,381
YTD Net Profit / Loss+$155,211
Census & Bed Board
Weekly Census Bed Board Clinical Calendar
70
Total Enrolled
29
Present Today
45
PHP
25
IOP / Eve / Virtual
MH Track
36
SUD Track
34
Not in Attendance
—
Housing — Bed Board
45 / 56
Occupied / 56
80%
Occupancy %
5
Male Open
6
Female Open
11
Pending Housing Admits
0
Pending DC
Pending Housing Admits
Pending DC
Business Development — MTD Snapshot
Monday Pipeline Bizz Dev Sheet
4
Leads Today
32 this week
20
Active Pipeline
2 PA Pending
11
Admits MTD
6.18%
40
Referred Out MTD
10 landed MTD
3
Needs Follow Up
↓ Referrals In Who sent us leads & their insurance
4 Today 53 MTD
Source — MTD Leads Outcome Insurance Breakdown
Valor Call113 Admitted · 3 Active · 5 Ref Out3 BCBS · 3 Ambetter · 2 UHC
Sunrise Detox72 Admitted · 4 Active · 1 Lost4 Ambetter · 3 BCBS
GRC42 Admitted · 2 Lost2 Ambetter · 1 BCBS · 1 Alliant
Alumni44 Admitted4 Ambetter
Promises31 Admitted · 2 Active2 BCBS · 1 Alliant
SLOW21 Admitted · 1 Active2 BCBS
N. Atlanta Beh.22 Active1 Ambetter · 1 Oscar
Chatbot21 Active · 1 Ref Out1 Oscar · 1 BCBS
↑ Referrals Out Who we sent clients to & outcome
0 Today 12 MTD
Sent To Refs Outcome Insurance
GA SKY43 Landed · 1 PendingOscar/Ambetter
Avery/Eagle Ov…33 PendingBCBS
SLOW31 Landed · 2 PendingUHC/Aetna
GRC33 PendingAmbetter
Summit Wellness22 PendingUHC/BCBS
Metro ATL22 PendingOscar
Red Top22 PendingAetna/BCBS
CNSL21 Landed · 1 PendingAmbetter
Recover Now11 LandedAmbetter
Samba11 LandedAlliant
Coordinator Scorecard — MTD
CoordinatorLeadsActiveAdmitsConv%
Kerry 26 / 301 YTD 10 8 31%
Vince 14 / 196 YTD 5 6 43%
Misty 13 / 184 YTD 5 3 23%
Mel 0 / 9 YTD 0 0 —
Pending Admissions
Scheduled Charles Kinney Vince · Ambetter
Scheduled Chantel Hardy Misty · Ambetter
Scheduled Fabianna Field-Green Misty · Ambetter
Scheduled Corey Peden Kerry · Oscar
PA Scheduled Bobby Lamb Misty · BCBS
Scheduled Makayla AKridge Vince · BCBS
PA Scheduled Erica York Misty · BCBS
Reasons Lost — MTD Breakdown
Policy OON 14
Couldn't Contact 13
Unwilling/Undecided 12
Needed HLOC 9
DETOX Need 8
Financial 7
Lost Contact 6
Ins Issues 5
Staff & HR
HR Calendar
Staff Out This Week
OUT
TIM OUT
Wed Mar 25 – Mon Mar 30
OUT
Lanier OOO - Q Bday
Thu Mar 26 – Fri Mar 27
Clinical
24-Hr Shift Synthesis AI Summarized Clinical Calendar
Clinical Calendar — This Week
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Payer Mix — Active Census
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Bed Board
Weekly Census
Bizz Dev
Chase (Manual)
Treatment Notes
Monday CRM
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