My Work + Life Assistant v8.3.21

Your next best action

Add your first task

Your assistant prioritizes overdue documentation, today's visits, urgent business tasks, and health check-ins.

Accountability score

100

/100

You're caught up.

Level 1 0 pts 0 day streak

Days used1 day

Motivation

One useful action is enough to create momentum.

Schedule at a glance

This week

Momentum

Every note counts.

Document something small to start the streak.

100 points to next level

Overdue note checklist Track each note as you finish it.

+20 pts each

Today

Daily checklist

Assistant

What needs attention

Pay scheduling

How expected pay is counted

AOC billing this week$0Only notes eligible for this week’s Tuesday batch

Poco direct pay this week$0Uses the visit date and the amount entered per visit

Next AOC cutoff—End of Sunday

Next AOC billing batch—Tuesday; exact submission time may vary

Today & tomorrow

Upcoming visits

Business

Poco a Poco launch

Fast capture

Quick add a task

Conversational control

Talk to your assistant

Local AssistantReads and changes the data saved inside this app. Supports scheduling, editing, status changes, and undo.

Things you can say

Quick commands

About “AI” in this version

This is a private local conversational assistant with natural-language commands and app awareness. It is intentionally not connected to a cloud language model yet, so your home-health data is not sent outside the browser.

iPad-friendly

Mobile Session Capture

Tap into the large text box and use the microphone on the iPad keyboard to dictate your session memory cues. Keep patient identifiers limited to initials or internal codes.

Close visit

Today, yesterday + unfinished

Visit

Dictation-ready scratchpad

What happened in the session?

On iPad: tap this box → tap the microphone on the on-screen keyboard → speak naturally → tap Save.

Smart Scribe

Dictation → polished clinical draft

Dictate naturally. The scribe corrects spelling, capitalization, punctuation, and clinical wording while preserving only the facts you provided. It does not invent data, trials, cueing, or patient performance.

Choose a visit above to attach the draft to its date of service.

Fast command

Tell the assistant what to change

Quick source filter

AOC documentation deadline

Sunday cutoff → Tuesday billing

On track

Submit notes bySunday

Billing batchTuesday

AOC eligible next batch$0

Notes still blocking billing0

Sunday reminder time

The app can show a notification when it is open or resumes near a deadline. Exact background alerts require Web Push.

Schedule

Add a home-health visit

Patient code / initialsSelecting a saved patient can reuse the last job, duration, and pay amount. Date Time

Type naturally. It will normalize after you leave the field. Duration Job / source Visit status Note status Expected pay ($)AOC pay becomes eligible after the note is submitted by the Sunday cutoff. Miles Repeat Reminder Notification Quick session data / memory cue

Documentation

Notes needing attention

Saved clinical drafts

Notes by visit date

Visits

Visit & note tracker

Job	Patient	Date	Time	Visit	Note	Pay	Miles	Quick data

Month view

Calendar

Month View shows up to 15 visits, events, and tasks per day. Tap an item to edit it. On Mac/desktop, drag visits or tasks to another date.

Sun

Mon

Tue

Wed

Thu

Fri

Sat

Appointment book • 15-minute increments

Day View

Poco a Poco Therapy

Company launch roadmap

Track the practice from setup through operations, credentialing, marketing, referrals, and growth.

Roadmap progress

0% complete

Launch sequence

Milestones

Business

Company to-dos

Calories today0No target set

Protein today0gEstimated intake

Steps today0Quick-log friendly

Movement today0 minWalks, swims, workouts

Nutrition first

Tell me what you ate

Date Meal What did you eat? Calories Protein (g) Carbs (g) Fat (g) Fiber (g) Estimate confidence

Vitamins & minerals optional / estimated

Vitamin A (mcg RAE) Vitamin C (mg) Vitamin D (mcg) Vitamin B12 (mcg) Folate (mcg DFE) Calcium (mg) Iron (mg) Magnesium (mg) Potassium (mg) Sodium (mg) Zinc (mg)

Use package labels when you have them. Local estimates only fill nutrients the app recognizes.

Food estimates are approximate. Edit any number before saving when you know the package label or measured portion.

Today's nutrition

Daily totals

Latest weight—

Optional daily targets

Calories Protein g Carbs g Fat g

Fitness

Tell me what you did

Fitness trend

Steps & movement

Day log

Daily nutrition history

Revisit any date to see everything you ate and the day's nutrition totals.

Calories0

Protein0g

Carbs0g

Fat0g

Fiber0g

Vitamins & minerals

Vitamin A0 mcg

Vitamin C0 mg

Vitamin D0 mcg

Vitamin B120 mcg

Folate0 mcg

Calcium0 mg

Iron0 mg

Magnesium0 mg

Potassium0 mg

Sodium0 mg

Zinc0 mg

Meals that day

0 meals

Food log

Recent meal entries

Date	Meal	Description	Calories	Protein	Carbs	Fat

Expected pay this week$0AOC uses Tuesday billing batch; Poco uses visit date

Business miles this week0

Potential mileage deduction$0Based only on trips classified business/self-employed

Trips logged this month0

Tax-ready trip log

Log mileage from place to place

Date Business From address / location

To address / destination

Business purpose Tax classification Miles this trip Start odometer End odometer Parking ($) Tolls ($)

Reimbursement rate ($/mile) Expected reimbursement

Odometer photo reader

Upload a before or after photo. AI will read the odometer and place the number in the correct field for you to review.

Before photo After photo

Saved addresses are suggested locally while you type. Verify + ZIP checks only the address you entered against the U.S. Census Geocoder and lets you choose the standardized address with ZIP code.

Start typing an address to reuse recent locations and your saved Home Office. If start/end odometer are entered, the app calculates trip miles automatically. The deduction estimate uses the IRS business rate for the trip date only when you classify it as business/self-employed.

Home office + 2026 vehicle record

Saved business starting point

Home Office address

Save this once, then use the Home Office buttons in the trip form instead of retyping the address.

Annual mileage support

Beginning 2026 odometer Current / ending odometer

Built around IRS recordkeeping fields

Date, destination, business purpose, mileage for each business use, and total annual miles. From/to addresses are kept so the destination and route are easier to reconstruct later.

Mileage ledger

Trips

Date	Job	From → To	Purpose	Class	Miles	Rate	Potential deduction

Other money

Income / expense entries

Automatic review

This week's summary

Reflection

Save a weekly check-in

History

Saved weekly reviews

Everything

Master task list

Appearance

Colors sync from your Mac

Your iPhone and iPad use the same saved theme, but color editing is kept on the Mac/desktop version to keep mobile simple.

Health fields

Show / hide tracking

Task areas

Your categories

Multi-job scheduling

Jobs & calendar colors

Rename these to your actual employers/work sources. Visits are color-coded in the calendar and schedule.

Mac appearance

Customize your colors

Pick the colors that feel motivating and easy to scan. These choices save with your account and can sync to your other devices too.

Primary green Peach accent Background Panel

Reward style

Assistant behavior

What should it prioritize?

Overdue note penalty Overdue task penalty

Mac + iPad + iPhone

Cloud Sync

Connect one private account so every device sees the same visits, note statuses, tasks, calendar, health check-ins, mileage/pay, and assistant changes.

Cloud safety New devices check/download cloud data before Auto Sync can upload anything.

Recommended architecture

Supabase

One authenticated account + one protected database row containing your app state. Row Level Security restricts the row to the signed-in user.

Connection

Your private sync project

This build is already preconfigured for your Supabase project. You should not need to edit these fields. Never paste a service-role/secret key here.

Step 2

Sign in

Checking sign-in status…

Sync controls

Cloud data

Local only

Auto SyncSave changes automatically and check for updates when you return to the app. Ready

One-time database setup

Before sync will work

Create a Supabase project, run the included supabase_setup.sql file in its SQL Editor, then enter the Project URL and browser-safe publishable key above. After that, sign in with the same account on your Mac, iPad, and iPhone.

Backup & restore

Cloud Sync + local backup in one place

Local backup

Export backup

Download a JSON copy any time as an extra layer of protection in addition to Cloud Sync.

Restore

Import backup

Importing replaces the current local data.

Recovery protection

Automatic version history

Protected

This device keeps rolling recovery points. Before the current cloud row is replaced, the prior cloud version is archived. Restoring a version is local-only until you deliberately Push this device.

On this device

Cloud history

Tap Load history to view protected prior cloud versions.

Danger zone

Clear all local data

A recovery point is created before local data is cleared.