Detailed work order timeline, KPIs, and analysis
ProgressiveHealth Occ Health, LLC (EMS) • Preventive Maintenance • PSM
📍 ProgressiveHealth EMS - Canton, MS — 300 Nissan Dr, Canton MS, 39046
Jan 15, 2026 → Feb 17, 2026
| Period | Status | Clock | Biz Days | Running Total |
|---|---|---|---|---|
| Jan 15 → Jan 15 | Created | ▶ Running | 0 | 0 |
| Jan 15 → Jan 23 | Ready for Scheduling | ▶ Running | 5 | 5 |
| Jan 23 → Feb 5 | Assigned | ▶ Running | 9 | 14 |
| Feb 5 → Feb 17 | Scheduled | ▶ Running | 7 | 21 |
| Feb 17 → Feb 18 | Tech On Site | ▶ Running | 1 | 22 |
Travel billed on EMS work order
6/14 NB- Sup adjusted per hotel receipt. Finance, please adjust billable amount if needed or bill as is if $275 is the standard flat fee.
6/12 NatoshaB - Tech needs to document lodging per chatter: "receipt I have for it is for $245.32 and on 2-18-26"
6/10/26 NatoshaB - *HCP WO includes cost of travel (part of the 'Inspection' fee). Confirmed lodging is not covered & should be billed along w/PM labor.
4/3/26 DPatton - Per Teams call, LO & NB will determine billable travel charge for this site. See note below.
2/23/236 DPatton - Quoted 7.5 hours & 485 miles. tech has .25 travel hours & 3 miles. Should we adjust travel to match quote? There are no other WO's in this date range at this site. Also quoted lodging. Lodging on different WO? See tech note below.
1/20/26 MFranks - I have removed to 0.01 lodging placeholder. The hotel was expense was put on a different work order. Travel to site is also on a different work order, at the same site.
**Adjust travel charges to align with quote**
2/5/26 AJinerson - Email logged on WO-01338137. Sent email back to POC Margaret asking if we should start with EMS or medical equipment first. Also asking Margaret to confirm below info:
POC on-site:
Arrival instructions:
2/5/26 AJinerson - Email logged on WO-01338137. Received email back from POC Margaret confirming tech visit for both services on Tuesday, 2/17 with arrival between 8am-10am.
2/5/26 AJinerson - Email logged on WO-01338137. Sent email to Margaret offering tech visit starting on Tues. 2/17 through Weds. 2/18 (as needed) with arrival between 8am-10am each morning.
We would have to travel tech up day before (4+ hour drive 1 way, and add in Higi PMs on the way).
2/5/26 AJinerson - Call logged on WO-01338137. Called Margaret to schedule both WOs. No answer, left VM regarding needing to schedule.
WO-01338137
WO-01338007
2/3/26 AJinerson - Checking w/ FSE when next avail. to travel to cover these WOs as tech is an 8 hour round trip.
WO-01338137 and WO-01338007
1/22/26 NatoshaB - Schedule with WO-01338007. Customer has EMS & HCP equipment. Jason Cunningham
| Name | Type | Status | Qty | Amount | Date |
|---|---|---|---|---|---|
| WL-03100682 | Expenses | Open | 1 | $0.00 | Feb 11, 9:58 AM |
| WL-03109561 | Labor | Open | 1 | $205.00 | Feb 17, 8:47 PM |
| WL-03109562 | Labor | Open | 0.5 | $107.00 | Feb 17, 8:47 PM |
| WL-03109563 | Labor | Open | 0.75 | $107.00 | Feb 17, 8:47 PM |
| WL-03109564 | Labor | Open | 0.25 | $0.00 | Feb 17, 8:47 PM |
| WL-03109565 | Travel | Open | 475 | $0.00 | Feb 17, 8:47 PM |
| WL-03257796 | Expenses | Open | 1 | $275.00 | Jun 12, 9:03 AM |