Status at a glance
September status, records to Sep 28, 2026 Approved before publication 1 of 6 location reports missing
One approved administrative status for the Fellbrook employee wellness program across six Alderpoint locations: referrals received, files complete, items older than 10 days, and the one location that sent no report for the status week, shown as missing data and not as zero. Prepared by the Alderpoint Wellness Group administration lead for Fiona MacAllister, benefits manager at Fellbrook Community Credit Union, and approved by Yolanda Prentiss before it was published. Issued Thursday, October 1, 2026.
- Program
- Fellbrook employee wellness program administration
- Records checked
- Monday, September 28, 2026; the location reports are for the status week of Sep 21
- Summary scope
- Program totals and aged items by reason, without location detail, as agreed with Fiona MacAllister
- Definitions
- Approved by Yolanda Prentiss, director of operations, and listed below
- Next status
- Thursday, October 15, 2026
The four measures
Four numbers describe the administration of the program this period. Files held are first appointments for the week of Sep 28 whose intake file lacks a required item one business day ahead. Authorization items are the eligibility and authorization items for program referrals. Unused slots and handoffs show how smoothly a referral moves from intake to a location.
Of the 212 first appointments, 174 files are complete and 38 are held, 6 of them accepted as administrative exceptions under the agreed rule. The oldest hold is 9 days. Of the 57 authorization items, 31 are resolved, 4 had no owner for more than 5 days and 12 relate to appointments within the next 7 days.
Referrals received
Since the program began on Jan 5, 134 Fellbrook referrals have been received. The chart shows referrals per month. The last bar covers Sep 1 to 21 only, so it is a part month and should not be read against a full one.
August was the busiest full month with 18 referrals, and each full month from February to August brought between 13 and 18. Referral counts are counts of files and never include a name.
Location reports for the status week
Each of the six locations sends one report for the status week of Sep 21. Five arrived and one did not. Each square below is one report.
- Zero
- The location sent its report and it shows no items in that group. A zero is a real count and is shown as 0.
- Missing data
- No report was received for the week. The cell shows Missing data, the cause and the owner of the follow-up. It is never counted as 0.
- Late
- The report arrived after the cut-off. It is added to the status and marked late until the next period.
- Partial period
- A period that has not finished, such as Sep 1 to 21 in the referral chart. It is labeled and is not compared with a full month.
Items older than 10 days
Twenty-two open items are older than 10 days. Age is counted in calendar days from the day the item was opened. Every aged item shows its reason, so the table is complete by reason.
| Reason | Items older than 10 days | What is being done | Next date |
|---|---|---|---|
| Waiting on a plan response | 13 | Plan responses arrive by fax at each location and are filed there. Odalys Fennimore is collecting them for central review. | Oct 8 for items tied to appointments |
| Waiting on a document from the person referred | 5 | The document requests are sent again. | Oct 8 for items tied to appointments |
| No owner for more than 5 days | 4 | Yolanda Prentiss assigned each to a named reviewer. Each now waits on an answer from a location, and 2 are tied to appointments within 7 days. | Oct 8 |
| All reasons | 22 |
Authorized Alderpoint staff decide each item. The status counts items and gives reasons. It does not say what a plan will decide.
Approved definitions
| Measure | Definition |
|---|---|
| Referral received | A program referral logged in the intake register, counted once on the day it is received |
| File complete | All four required items are present (consent form, insurance card, referral document, emergency contact) or the missing item is accepted as an administrative exception |
| Held | A first appointment file that lacks a required item one business day before the appointment |
| Aged item | An open item older than 10 calendar days, shown with its reason |
| Unused slot | An appointment slot that could not be offered to someone else because the reason for the change arrived too late |
| Handoff acknowledged | A file that the receiving location confirms within one business day of the handoff |
Before this status is published
- Draft built from the location reports
- Metric definitions approved by Yolanda Prentiss
- Missing report marked as missing data
- Summary scope approved by Fiona MacAllister
- Status published to Fellbrook
Next period
Before the October 15 status
- Clear the 32 remaining holds and confirm same-day scanning of paper forms. Owner: Rohan Bhattacharya, Oct 6open
- Resolve the 12 items tied to appointments within the next 7 days. Owner: Odalys Fennimore, Oct 8open
- Measure reopened handoffs for the week of Oct 5 and review them. Owner: Rohan Bhattacharya, Oct 9open
- Review the open booking exceptions and the 21 unused slots. Owner: Yolanda Prentiss with Basil Moyano, Oct 13open
- Name a backup for every location report. Owner: Yolanda Prentiss, Oct 15open
- Publish the October status. Owner: Yolanda Prentiss, Oct 15open
After the October 15 status, Fiona MacAllister sends the program eligibility file on the first business day of each month (next: Nov 2).
Who stands behind this status
- Yolanda PrentissDirector of operations, Alderpoint Wellness Group, approves the metric definitions and the summary
- Fiona MacAllisterBenefits manager, Fellbrook Community Credit Union, approves the summary scope
- Administration leadAlderpoint Wellness Group, prepares the status from the six location reports