Thoughts

[Medicaid Application] Final session summary. Notion Medicaid Application page now contains 3 databases fully populated and verified: SHOP EXPENSES (39 entries, all Checked): 15 Lucky Supply orders (Dave's only, Bryan Reynolds removed), 19 identified Amazon business items (A&D Ointment, tattoo ink, gloves, razors, art supplies, etc.), Afterlife Press $414.50, Belzel $400, 2 ProTrainings certifications, Cathy Montie BBP class $39.95, Twilio. 66 unchecked Amazon entries were confirmed as Lauren's personal orders and deleted. $693.86 Amazon charge also confirmed as Lauren's. SHOP BILLS (92 entries): Carteret-Craven Electric (13 months Feb 2025-Feb 2026), Havelock Water/Sewer, Spectrum internet, Adobe, Squarespace, Claude AI, OpenAI, Cloudways hosting, Google Workspace, Spotify (10 months). CLIENT APPOINTMENTS (114 entries): 76 Dave, 38 Lauren. Filterable by Artist property. All addresses from Jotform release forms (source of truth). 17 name/address corrections made from handwritten data. 13 Dave clients have no release form: Wesley Tingle, Dakota Merchant, Sienna Murice, Amanda Song, Shirley Seiler, Yasmin Dixon, Leslie Bass, Angel Herrera, Samantha Garida, Jack Cook, Lisa Yan, Braxton Badillo, Shane Briggs. Data sources used across all sessions: handwritten DMA-5043 forms (income.csv, expenses.csv), Woodforest bank emails via Gmail MCP (1,377 transactions), Google Calendar (Dave + Lauren), Jotform release forms CSV (1,879 entries), Amazon order history, Lucky Supply order emails, vendor portal data (Adobe, Squarespace, Spotify, utilities). Key decisions: release forms = source of truth for names/addresses, Lauren clients without release forms excluded, touch ups and consultations excluded from Lauren's list, all unchecked Amazon = Lauren's personal (deleted).