Getting Started
Your agent is set up. Here is how it works.
Click through at your own pace. By the end you'll know what arrived, how your dedicated agent and the portal work, and how you can get started as a JockiBox Beta Tester.
01 · Unboxing
What arrived on your desk.
1. Mac Mini
the brain
2. 24" Dell Monitor or 16" ViewSonic Portable Monitor
your portal lives here
3. Logi Pebble Keyboard
bluetooth
4. Logi Pebble Mouse
bluetooth
5. Ethernet Cable (10')
Mac mini > switch
6. Ethernet Cable (25')
longer run if needed
7. Wall Mounted Surge Protector
power for the full setup
02 · The Portal
One screen, two panes.
Prompt on the left and read the answer there. Watch the right side as your agent builds the visualized data. The chat panel and the output panel - that's the entire interface.
Chat - left
What's our census this morning?
Census is at 135, up one from yesterday. Payer mix: Medicare 24%, Medicaid 61%, Private Pay 15%. Want to see your three month census trend?
Visual - right
135 / 148 beds
Census · last 7 days
03 · Connected Data
What your partner already knows.
7 of the 25+ unique data sources across 10 categories below are live today, indexed and ready for you to query, automatically updated when their source updates. The rest are on the roadmap and not yet connected — dimmed entries aren't answerable yet.
1 · Internal Financial Data
Live Financial Pipeline
Current-month revenue and census by payer, plus monthly P&L across 58 buildings. Rebuilt daily.
Live · Cascadia / JockiBox
Vena Chart of Accounts
1,654 GL codes with full hierarchy and revenue/expense classification.
Live · Vena
Building Master Data
Source of truth for all 62 facilities - addresses, line of business, CMS-verified locations.
Live · Cascadia / Fabric
Workforce & Payroll
Agency hours, wages and PBJ staffing down to employee level, across all Cascadia facilities.
Roadmap · Cascadia + CMS PBJ
Occupancy & Performance
Occupancy and key metrics by building, with trailing 24-month financials.
Roadmap · Cascadia
Property Values
Property valuations for all Cascadia buildings.
Roadmap · Cascadia
2 · CMS / Medicare / Medicaid
Five-Star & Quality Ratings
Current and prior Five-Star ratings, quality measures, deficiencies, SFF list and VBP scores.
Live · CMS Care Compare
Surveys, Inspections & Penalties
CMS civil monetary penalties, inspection dates and survey watch list, current and prior.
Live · CMS Federal
Ownership & Chain Data
CMS ownership records, change-of-ownership history and chain performance for all SNF owners.
Live · CMS Federal
Enrollment & Utilization
SNF Medicare enrollment, utilization and spending per episode, including geographic variation.
Roadmap · CMS Federal
Medicaid Rates (State-by-State)
All-states rate summary plus WA, OR, MT and AZ schedules, including quality enhancement rates.
Roadmap · State Medicaid Agencies
SNF Wage Index
CMS SNF wage index, national and Cascadia-filtered - for rate and labor cost benchmarking.
Roadmap · CMS Federal, Annual
Managed Care & Medicare Advantage
MA penetration by county, Special Needs Plans and Medicaid managed care across Cascadia markets.
Roadmap · CMS Federal
PAC / Referral Patterns
SNF post-acute utilization, MedPAR and HRRP penalties - where patients flow after discharge.
Roadmap · CMS MedPAR
HCRIS Cost Reports (FY2022–2025)
Medicare cost reports for four fiscal years, with 3-year trends and per-facility breakdowns.
Live · CMS HCRIS
Part D & Pharmacy
Part D antipsychotic prescribing for Cascadia buildings - a quality and compliance indicator.
Roadmap · CMS Federal
Regulatory Compliance Opportunities
Swing bed guidance, CMP reinvestment and staffing NOFO - federal funding opportunities.
Roadmap · CMS / OIG Federal
3 · Competitor & Market Intelligence
SNF Competitor Profiles
Every SNF in Cascadia markets with HCRIS financials, chain affiliation and physical location.
Roadmap · CMS + Public
Market Position & Demand
Market position by building and SNF demand index - competitive standing in each local market.
Roadmap · Proprietary
4 · Hospital & Referral Network
Hospital Data
Cascadia-state hospitals with quality data, ownership, and SNF proximity and spending flow.
Roadmap · CMS Hospital Compare
Readmission Rates
HRRP readmission rates - which hospitals carry penalties SNF partnerships could reduce.
Roadmap · CMS Federal
5 · Post-Acute Care Ecosystem
Home Health & Hospice
Home health and hospice providers across Cascadia - the full continuum around each building.
Roadmap · CMS Federal
ACOs & Innovation Programs
ACO participants and CMMI programs - value-based care and preferred provider opportunities.
Roadmap · CMS / CMMI
Dialysis & Rural Health
Dialysis facilities and rural health clinics - clinical capacity in rural markets.
Roadmap · CMS Federal
6 · Workforce & Labor Market
BLS Labor Data
QCEW employment and wages, JOLTS turnover, OEWS wages and county unemployment.
Roadmap · BLS Federal
Nursing Pipeline & Shortages
IPEDS nursing graduates and HRSA shortage areas - markets with structural supply constraints.
Roadmap · HRSA / IPEDS
Job Market Intelligence
LinkedIn job data - hiring competition, open roles and wage pressure by market.
Roadmap · LinkedIn
7 · Demographics & Population
Senior Population
Census 65+ and 75+ population, disability and veteran counts - addressable market by facility.
Roadmap · Census ACS
Economic & Social Context
Income, poverty, insurance coverage and demographics across ID/WA/OR/MT/AZ, plus FRED trends.
Roadmap · Census / FRED
Healthcare Employment
Census CBP healthcare and SNF employment by county - the local healthcare labor pool.
Roadmap · Census CBP
8 · Public Health & Clinical
Vaccination & Infection Control
CDC and NHSN nursing home vaccination coverage - immunization and infection control performance.
Roadmap · CDC / NHSN
Community Health
CDC PLACES, County Health Rankings, NCHS mortality and HCUP utilization by state and payer.
Roadmap · CDC / AHRQ
Social Vulnerability & Rural Classification
CDC Social Vulnerability Index and USDA rural-urban codes - context for rural market strategy.
Roadmap · CDC / USDA
9 · Regulatory & Compliance
OIG Exclusion List
Full OIG LEIE plus a Cascadia-filtered view - mandatory screening for hiring and contracting.
Roadmap · OIG Federal
State Survey & NPI Registry
State survey agency contacts and the NPI registry for Cascadia SNFs.
Roadmap · CMS / State Agencies
10 · Real Estate & Capital Markets
REIT & Operator Intelligence
SEC filings for Omega, CareTrust, Ensign and Sabra - which buildings are REIT-owned.
Roadmap · SEC EDGAR
Nonprofit Financials & Market Reports
IRS 990 filings for nonprofit SNFs plus the MedPAC March SNF report.
Roadmap · IRS / MedPAC
04 · Tools
Tools you can call by name.
Beyond chat, your agent has dedicated tools for specific jobs. All four are live now.
Chat
Type a question in plain language. Your agent pulls from your building's financial data in real time and builds the answer - revenue, census, staffing, anything in the data.
What should I know this morning before I walk the building?
Policies & Procedures
Ask about any approved building policy or procedure, have a section cited, or open the policy itself in the output panel. Answers come only from the approved set.
Bring up the infection prevention committee policy
POC Builder
Upload or paste a CMS Form 2567. Your agent recognizes it, and with your go-ahead drafts a complete, editable Plan of Correction for every deficiency.
Here's our 2567 - draft the plan of correction
Invoice Analyzer
Drop in a vendor invoice. It is checked against the held contract terms, CMS consolidated-billing rules and tax rules - duplicate charges, math errors, off-contract pricing.
Audit this invoice against our contract
05 · Let's Go!
Sample questions to get you going.
Pick a question and it is asked for you straight away. Start with the starters, then work your way into the deeper analysis and clinical questions.
Starter Questions
Please build a financial overview for May 2026 for me.
What's my census today? Break it down by payor.
I'd like to grow my census. What strategic action items do you have for me?
What are my Five-Star ratings, and how do they compare to the state average?
Build me a Morning Briefing and deliver it each morning at 7:30 AM.
What is the projected growth rate for the 65+ demographic in my area? With the current number of SNFs, what does supply and demand look like over the next five years?
How does my EBITDAR for the past three months compare to all other Cascadia facilities?
Build out an income statement for April 2026 compared to the same month last year.
How do my HCRIS cost per patient day numbers compare to competitors in my state?
Next Step Questions
Based off my last 3 months of trend with CNA Agency and CNA wages, would it be more beneficial to hire 2 full time CNAs taking in account all other factors like benefits? Or would it be cheaper to keep using Agency?
If I reallocated my agency staffing spend into permanent nursing wages, how much would that have improved my PPD (per patient day) cost year-to-date?
Using my trailing three months of financials benchmarked against my peers, which departments have an above-average PPD, and what actions would bring me in line with those benchmarks?
Look at the vendors I am using and compare them to vendors in the same category other Cascadia buildings near me are using. Would switching to any of those vendors provide cost savings for me?
Clinical Questions - Falls
Across our buildings, who is trending toward a fall this week, and why?
Give me the post-fall huddle brief for the most recent night-time fall at Shaw Mountain.
Where are falls rising, and what is different about that unit?
Clinical Questions - Admissions, Wounds, Infections and Survey
Tell me about our new admissions from yesterday - clinical profile, risk flags, what the team needs to know before rounds this morning.
Give me a clinical briefing from yesterday.
Show me the status of every resident with an active wound or pressure ulcer - staging, how long they've had it.
Map our current infections across the building - are any clusters forming by type or unit that I should be worried about?
Where are we most exposed heading into our next survey? Give me a resident-level breakdown by F-tag - who's triggering what and why, and what does the team need to act on. Generate a printable QAPI action plan.
Multi Context Questions
Give me a 360-degree picture of where my facility stands right now - clinically, financially, competitively, and from a regulatory risk perspective. What should I be worried about and most focused on over the next 30, 60, 90 days?