Each commitment is binary: by the end of its day it was either kept or missed — there is no “mostly.” Every miss carries a reason code, recorded the same day, in the owner’s own words.
| Day | Owner | Commitment | Result | Reason code (misses only) |
|---|---|---|---|---|
| Mon Oct 12 | Dana — team lead | Post the daily queue by 9:00 a.m. | KEPT | — |
| Mon Oct 12 | Priya — charge entry | Enter the 48 morning charges | KEPT | — |
| Mon Oct 12 | Marcus — coding review | Review 30 coded charts | MISSED | RC-1 · Clinic visit note missing for 6 charts |
| Mon Oct 12 | Elena — submissions | Submit the morning batch by noon | KEPT | — |
| Mon Oct 12 | Tom — denial follow-up | Work the 20 oldest denial tasks | KEPT | — |
| Tue Oct 13 | Dana — team lead | Hold the 10-minute huddle and update the board | KEPT | — |
| Tue Oct 13 | Priya — charge entry | Clear the eligibility queue | MISSED | RC-1 · Coverage details not supplied by two clinics |
| Tue Oct 13 | Elena — submissions | Submit the afternoon batch by 3:30 p.m. | KEPT | — |
| Tue Oct 13 | June — verification | Verify 25 claims | KEPT | — |
| Tue Oct 13 | Tom — denial follow-up | Call payers on 12 aged claims | KEPT | — |
| Wed Oct 14 | Marcus — coding review | Bring the coding backlog down to 15 charts | MISSED | RC-3 · Charts arrived at 2:00 p.m., not 10:00 a.m. |
| Wed Oct 14 | Priya — charge entry | Enter all same-day charges | KEPT | — |
| Wed Oct 14 | June — verification | Audit a sample of 10 claims | KEPT | — |
| Wed Oct 14 | Dana — team lead | Publish the midweek counts | KEPT | — |
| Wed Oct 14 | Elena — submissions | Submit the corrected-claims batch | MISSED | RC-1 · Corrected details still awaited from one clinic |
| Thu Oct 15 | Tom — denial follow-up | Resolve 18 denial tasks | KEPT | — |
| Thu Oct 15 | Elena — submissions | Submit the morning batch by noon | KEPT | — |
| Thu Oct 15 | Priya — charge entry | Enter 50 charges | MISSED | RC-3 · Charge sheets arrived after the entry cutoff |
| Thu Oct 15 | June — verification | Verify 25 claims | KEPT | — |
| Thu Oct 15 | Dana — team lead | Update the WIP board by 4:00 p.m. | KEPT | — |
| Fri Oct 16 | Marcus — coding review | Review 30 coded charts | KEPT | — |
| Fri Oct 16 | June — verification | Complete the weekly verification sample | KEPT | — |
| Fri Oct 16 | Tom — denial follow-up | Close 15 payer follow-ups | MISSED | RC-2 · Payer portal unavailable for two hours |
| Fri Oct 16 | Elena — submissions | Submit the final weekly batch by 3:00 p.m. | KEPT | — |
| Fri Oct 16 | Dana — team lead | Post the week’s counts | KEPT | — |
Reason codes used on this page
- RC-1 — Waiting on information from a clinic.
- RC-2 — System or access delay outside the team’s control.
- RC-3 — Work arrived later than the agreed time.
COMMITTED
25
Five binary commitments a day, Monday through Friday.
KEPT
19
Missed: 6 — every one with a reason code recorded the same day.
PPC · PERCENT PLAN COMPLETE
76.0%
19 kept ÷ 25 committed = 76.0%.
Most frequent reason code this week: RC-1 — waiting on information from a clinic (3 of the 6 misses; RC-3 accounted for 2, RC-2 for 1). That is the week’s clearest signal: the team’s largest single cause of missed promises sits at the clinic handoff, which is where next week’s attention goes.