Business Flow

How the whole club runs — in one diagram.

This is what PTRS actually does for a Boys & Girls Club, from the moment a child walks through the door to the moment a federal meal-claim is filed. Every module earns its place in the flow.

Diagram 1

A day in the life of a club — across every module.

Each numbered stop is a real workflow. Notice how one action (e.g. a QR scan) fans out to attendance, ratios, parent alerts, meal counts, and compliance all at once.

Morning → Afternoon → Evening → End-of-Month
☀️ Morning 🎨 Program Day 🌆 Evening 📅 End of Month 👧 Child arrives 3:05 PM at front door 📱 QR Kiosk Scans badge · works offline (PWA) 📋 Attendance Session record + room assignment ⚠ Ratio Monitor Live staff : child + violation alert 📣 Parent Portal SMS / push / email "Checked in 3:05" 🎯 Programs STEM / Arts / Sports · curriculum 🍽️ CACFP Meal Log count by age 7 CFR 226.20 validated Allergy cross-check 💊 Health Log Medication admin + illness / care plan 🚨 Incident Wizard 5-step · AI severity OCCL 24-hr deadline Parent log + PDF 🤖 AI Assistant NL→SQL · RAG reg PII-tokenized 🔔 Check-out Authorized pickup verified · parent alert 📊 Live Dashboard 20 widgets Director / OrgAdmin ✅ Compliance Score every 5 min 7 categories 💰 CACFP Claim Tier × Rate × Count DENARS package → Delaware USDA 📈 Funder Reports United Way / 21stCCLC BGCA · MSR · PDF 🔐 Audit Log SHA-256 hash chain Tamper-evident 👩‍🏫 Staff + Credentials CPR · First Aid §309 BG check · 24 states 60/30/14-day expiry alerts 🏛️ Center Mgmt Licensing · Inspections Violations · Map view Capacity validation 👨‍👩‍👧 Parent Portal EN / ES / HT E-sign · Health access Messaging · Alerts 📦 Data Import / Notes 6-step import wizard Auto-field mapping Rollback support 🔔 Notifications In-app · SMS Email · Push Multi-channel retry 🗄️ Single Source of Truth — every event captured once, reused by every dashboard, report, claim, and audit. PostgreSQL + pgvector · Redis cache · Azure Blob documents · Keycloak identity · SignalR real-time · OrgId tenant isolation on every row Cross-cutting (always on)
Kiosk / POS Members / Programs / Admin Parent / Compliance Incidents / Ratios CACFP Financial Health / Staff Reporting / Parent portal
Diagram 2

How the 12 modules orbit a single data core.

The Member is the gravitational center. Every other module orbits — reading the member, writing back events — so a single truth powers every view.

The Member at the center · 12 modules orbit
👧 Member & Guardian single record 📋 Attendance Check-in / ratios 🚨 Incidents 5-step wizard 💊 Health & Safety Meds / EAP / care 🍽️ CACFP Meals Claim + DENARS 🎯 Programs Enroll · curriculum 👨‍👩‍👧 Parent Portal EN / ES / HT 📈 Analytics KPIs · reports ✅ Compliance Live score / OCCL 👩‍🏫 Staff & Creds §309 BG check 🏛️ Centers License · inspection 🤖 AI Assistant NL · RAG · PII-safe 📝 Enrollment + Quick-Scan AI — every line carries events both ways
Diagram 3

The monthly financial & reporting cycle.

This is where automated data capture pays for itself — turning a week of manual spreadsheet work into a one-click, audit-ready process.

Daily events → monthly claims & funder reports
🍽️ Every day (days 1–30) Meal logged at point-of-service USDA 7 CFR 226.20 validated Temperature log · production record Allergy cross-check against members 📊 Aggregate at month-end Sum by tier (Free/Reduced/Paid) × USDA reimbursement rate = total claim amount 📨 DENARS Package Generate + validate Review → Submit → Delaware state portal 💵 Reimbursement USDA → org bank Typical mid-sized club: ~$50K / year 🎯 Every day (programs) Enrollment · attendance Demographics · assessments Goals · KPIs · surveys Outcomes 📑 Funder Report builder Pick date range, location, program, demographic tier → PDF / Excel export 💼 Funders United Way · 21st CCLC BGCA National · JPMC Barclays · DCF 💵 Grant $$$ Continued funding Renewals · new grants Org growth 🔐 Continuous audit — every claim & report is backed by a SHA-256 hash-chained audit log. When an auditor asks "how did you arrive at this number?", the answer is already recorded — with a cryptographic proof that it wasn't altered.
Diagram 4

Incident & safety flow — the fastest possible path to compliance.

When something happens, the clock starts. PTRS makes sure every obligation — report, notification, correction — is captured in the first hour, not the next day.

From incident to resolution, with OCCL deadlines in view
🚨 Event happens Injury / behavior / medical / elopement 📝 5-step wizard Type → people → location → narrative → resolution 🤖 AI severity + class Level 1–5 · OCCL flag? BGCA flag? ⏳ Deadline tracker 24-hr OCCL clock shown with countdown 📣 Parent notified SMS/email/push delivery logged 📄 Structured report AI formats narrative → markdown + PDF 🏥 OCCL + BGCA Formal notification status tracked ✅ Follow-up Actions · owners · due closed out on completion 🔎 Pattern analysis AI finds recurrence by room / hour / type 📈 Compliance +1 Timely report lifts category score Everything above is captured in one guided flow — start to finish in minutes, not days. Staff focus on the child; PTRS handles the paperwork, the clock, the notifications, and the audit trail.

One system. Every workflow. Zero double-entry.

Every diagram above collapses into the same core idea: capture each event once, at the moment it happens, and let every downstream view — parents, directors, funders, auditors — read from the same living record.

Dive into each module → See AI in action