Thoughts

1 thought about "Client management" in the last 7 days

[Medicaid Application] Session 6 - Notion databases built and data verified. Three databases created under Notion "Medicaid Application" page: Shop Expenses, Shop Bills, Client Appointments. All data sources used: (1) /data/income.csv - 62 handwritten income records Jun 2024-Jun 2025 for Mar-Jun 2025 client entries and prices, (2) /data/expenses.csv - 80 handwritten expense records for Feb-May 2025 bills/supplies, (3) /data/2025-2026/FINAL_REPORT.md + expenses_report.csv + income_report.csv + appointments.csv - bank-derived data Jun 2025-Mar 2026, (4) /data/2025-2026/amazon_review.csv - 124 Amazon transactions classified business/personal with matched products, (5) /data/2025-2026/luckys_orders.csv - 12 Lucky Supply orders with itemization, (6) Release Forms CSV (1,879 Jotform entries) for client address/name verification, (7) Gmail MCP for Woodforest bank emails (Feb-May 2025 electric bills, Cathy Montie BBP receipt, Afterlife Press), (8) Google Calendar for appointment descriptions. Key fixes: 17 client name/address corrections from release form cross-reference. Added Spotify (shop bill) and Cathy Montie BBP class (shop expense). Removed Bryan Reynolds' Lucky Supply orders. Added Checked/Unchecked status filter to Shop Expenses (39 checked, 66 unchecked Amazon items). 13 clients have no release form on file.

People: Cathy Montie, Bryan Reynolds