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When a caregiver places a start of visit call or an end of visit call using Telephony, an E-TimeCard gets created from the details captured from the call.

The Telephony system uses many parameters to attempt to match start of visit and end of visit E-TimeCards together and then match the E-TimeCards to a schedule and update the schedule with actual hours.

If everything is fine, then the start and end E-TimeCards are matched and combined together, the system finds a schedule to match the E-TimeCard, the schedule is updated with actual hours and no manual intervention is required. However, there will always be cases where caregivers forget to make calls or the caregivers make calls that create E-TimeCards but for various reasons an error occurs causing the system to not to be able to match the E-TimeCards together or match the E-TimeCard to a schedule to update a schedule with actual hours. These E-TimeCards with errors and exceptions will need some manual intervention. We refer to these E-TimeCards with errors and exceptions as Open E-TimeCards.

When fixing open E-TimeCards you will want to follow the Steps to Fix Calls in their consecutive order and only fix one thing on the open E-TimeCard in each step and then let the system process it again.

By going through the six steps you will fix errors in the proper order so that the system can possibly match the E-TimeCard you have corrected with another E-TimeCard or match a matched E-TimeCard (two E-TimeCards matched together) to a schedule.

In the Open E-TimeCards Main Grid Portion of the screen you can see the Open E-TimeCards for the entered date range and the selected step in the Steps to Fix Calls.

If you wish to view all Open E-TimeCards at once, select the All Calls option in the Steps to Fix calls drop down menu in the Open E-TimeCards tab.