Caregiver

Participant

Caregiver

Participant Master

Summarizes all profile information about the selected CaregiverParticipant (s).

Birthdays

Show Caregivers’ Participants’ birthdays. This report is disabled if the logged-in user does not have permission to view birthdays.

Referral Sources

Details Caregiver Participant referrals.

Condensed Master

A two-column master report that contains limited information about each CaregiverParticipant.

Documented Events

Case Notes

Summarizes Documented Events in which this Caregiver Participant has been involved.

Required Dates

Required Dates Coming Due	Show Required Dates that are or will be expired within a given date range.
Required Dates Coming Due Letter	Similar to the Required Dates Coming Due report, but in a letter format that you can mail to individual CaregiversParticipants. The body text of the letter is configured in the User Defined Information Module, Recommended tab, Mail Merge Letter.
Required Dates Completed	Similar to the Required Dates Coming Due report, except this report shows which requirements have been completed within a given date range.

Schedule

Tasks Performed and Verification	Compares the tasks that were performed for a client vs. the tasks detailed in the Care Plan, to verify that the Client's Care Plan duties are being followed. The report details the tasks that should have been performed for the client (as detailed by their Care Plan) and compares them to the tasks that were actually performed by the caregivers (as captured on the schedules via Telephony task entry features or manual entry from timesheets). This report can also show client signatures captured on schedules via the mobile app to verify tasks performed.
Caregiver Participant Schedules	Show all schedules for the CaregiverParticipant(s) in a specific date range.	Schedule Expenses	Details extra charges attached to Schedules within a given date range.
Schedule Inactivity	Caregivers who are working less than a specified number of schedules within a given date range.
Schedule Gaps	Caregivers with large gaps between schedules on the same day.
Recurring Events	See all recurring events (Schedules, Tasks and Appointments) for the Caregiver(s).

Schedule Exceptions

Under/Over Max Hours per Week	Identify Caregivers who are scheduled more than their Maximum Hours per Week.
Under/Over Hours	Identify schedules where the Caregiver(s) worked more or less than what was scheduled.
Early/Late Arrival Time	Identify schedules where the Caregiver(s) arrived either early or late.
Weekly Overtime	Caregivers who have weekly overtime hours within a given date range.
Daily Overtime	Caregivers who have daily overtime hours within a given date range.

Time Sheet

Time Sheet by Client	Print Caregiver Time Sheets, listing schedules grouped by Client.
Time Sheet by Date	Print Caregiver Time Sheets, listing schedules grouped by Date.
Blank Time Sheet	Print blank time sheets that can be filled in by Caregivers.

Telephony Instruction Cards

Print instruction cards for your Caregivers who use Telephony to track their hours.

Envelopes

Print addresses on standard letter-sized envelopes for the selected people.

Mail Merge

Print general mail merge letters to send to the selected people. The content of mail merge letters is set up in the User Defined Information Module, Recommended tab. The letter content should not exceed one page when printed.

Name Badges

Print name badges for the selected people. You can opt to include the Caregiver’s last name, photo and qualification(s). Your office address and logo can be included using the report header options. A Note about the Caregiver’s Qualifications: Name badges display the Caregiver’s Primary Qualification. If a Caregiver has multiple Primary Qualifications, the report prints multiple badges for that Caregiver, one for each Primary Qualification.

Labels

Address Labels (30/Page)	Print a sheet of 2 5/8” x 1” address labels for the selected people. (USA standard)
Address Labels (21/Page)	Print a sheet of 63.5mm x 38.1mm address labels for the selected people. (UK standard)
Dymo Address Labels	Print individual DYMO address labels for the selected people.

Participant(s).

Table of Contents

maxLevel	3

Similar to the Required Dates Coming Due report, but in a letter format that you can mail to individual Clients. The body text of the letter is configured in the User Defined Information Module, Recommended tab, Mail Merge Letter.Classic Care Plan

Clients

Employers

Client

Employer Master

Summarizes all profile information about the selected ClientEmployer(s).

Birthdays

Show Clients’ birthdays. This report is disabled if the logged-in user does not have permission to view birthdays.

Referral Sources

Details Client Employer referrals.

Documented Events

Case Notes

Summarizes Documented Events Case Notes in which this Client Employer has been involved.

Required Dates

Required Dates Coming Due

Show Required Dates that are or will be expired within a given date range.

Required Dates Coming Due Letter

Required Dates Completed

Similar to the Required Dates Coming Due report, except this report shows which requirements have been completed within a given date range.

Schedule

Tasks Performed and Verification

Details this Client’s plan of care. This report can include the Client’s general Care Plan information as well as details about their Authorizations and any Care Plan Duties specified on individual Authorizations.

The Care Plan report includes optional signature lines for the Client, their physician, the primary Caregiver, and your Office Staff person who is the Client Manager. The signed document may be kept on file as an official care agreement between the Client and your office

Compares the tasks that were performed for a client vs. the tasks detailed in the Care Plan, to verify that the Client's Care Plan duties are being followed. The report details the tasks that should have been performed for the client (as detailed by their Care Plan) and compares them to the tasks that were actually performed by the caregivers (as captured on the schedules via Telephony task entry features or manual entry from timesheets). This report can also show client signatures captured on schedules via the mobile app to verify tasks performed.	Recurring Events	Show all recurring events (Schedules, Tasks and Appointments) for the ClientEmplpyer(s).
Client Employer Schedules	Shows all schedules for the ClientEmployer(s) in a specific date range.
Time Sheet	Print time sheets of Clients' schedules that can be filled in by Caregivers at the Clients’ homes.
Schedule Signatures	Show Client signatures captured on schedules via the mobile app to verify tasks performed.

Care Plan

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Classic version of the Care Plan Report, for existing users who may prefer this style. NOTE: This version of the Care Plan Report does not support the section specific Care Plan Notes.

This report has separate options for Portrait or Landscape orientation.

Form 483

Print this Client’s Form 485 Plan of Care (US Medicaid).

Expiring Authorizations

See Authorizations that will end within a given date range.

Over/Under Authorized Hours

View the clients who are over or under their specified Authorization Hours in a given period. Use this report to determine if your office is scheduling clients to their full potential.

Envelopes

Print addresses on standard letter-sized envelopes for the selected people.

Mail Merge

Print general mail merge letters to send to the selected people. The content of mail merge letters is set up in the User Defined Information Module, Recommended tab. The letter content should not exceed one page when printed.

Name Badges

Print name badges for the selected people. You can opt to include the Client’s last name and picture. Your office address and logo can be included using the report header options.

Labels

Address Labels (30/Page)	Print a sheet of 2 5/8” x 1” address labels for the selected people. (USA standard)
Address Labels (21/Page)	Print a sheet of 63.5mm x 38.1mm address labels for the selected people. (UK standard)
Dymo Address Labels	Print individual DYMO address labels for the selected people.

Address Labels (30/PagePrint a sheet of 2 5/8” x 1” address labels for the selected people (USA standard)

Referrals
Master Report	Summarizes profile information about the selected Referrer(s).
Documented Events Case Notes	Summarizes Documented Events involving the selected Referrer(s).
Envelopes	Print addresses on standard letter-sized envelopes for the selected people.
Mail Merge	Print general mail merge letters to send to the selected people. The content of mail merge letters is set up in the User Defined Information Module, Recommended tab. The letter content should not exceed one page when printed.
Name Badges	Print name badges for the selected people. You can opt to include the Referrer's last name and picture. Your office address and logo can be included using the report header options.	Labels	)	.
Address Labels (21/Page)	Print a sheet of 63.5mm x 38.1mm address labels for the selected people. (UK standard)
Dymo Address Labels	Print individual DYMO address labels for the selected people.

Office Staff

Office Staff Master

Summarizes all profile information about the selected Office Staff.

Birthdays

Show Office Staff’s birthdays. This report is disabled if the currently logged-in user does not have permission to view birthdays.

Documented Events

Case Notes

Case Notes	Summarizes Documented Events Case Notes in which this person has been involved.
Documented Events Case Notes by Author	Summarizes Documented Events Case Notes that have been entered by this Office Staff person.

Required Dates

Required Dates Coming Due	Show Required Dates that are or will be expired within a given date range.
Required Dates Coming Due Letter	Similar to the Required Dates Coming Due report, but in a letter format that you can mail to Office Staff members. The body text of the letter is configured in the User Defined Information Module, Recommended tab, Mail Merge Letter.
Required Dates Completed	Similar to the Required Dates Coming Due report, except this report shows which requirements have been completed within a given date range.

Tasks and Appointments

See Tasks and Appointments for the selected Office Staff within a given date range.Achievements

Show Achievement statistics for the selected Office Staff. You can configure Achievements for each staff member in the Office Staff Module. Choose the goals to achieve and select targets to meet, and view the statistical results in this report.

E-TimeCard Edits

Show manual edit history made to E-TimeCards by Office Staff.

Telephony Instruction Cards

Print instruction cards for your Office Staff who use Telephony to track their hours.

Envelopes

Print addresses on standard letter-sized envelopes for the selected Office Staff.

Mail Merge

Print general mail merge letters to send to the selected Office Staff. The content of mail merge letters is set up in the User Defined Information Module, Recommended tab. The letter content should not exceed one page when printed.

Name Badges

Print name badges for the selected Office Staff. You can opt to include the staff member’s last name, picture and qualifications. Your office address and logo can be included using the report header options.

Labels

Address Labels (30/Page)	Print a sheet of 2 5/8” x 1” address labels for the selected people. (USA standard)
Address Labels (21/Page)	Print a sheet of 63.5mm x 38.1mm address labels for the selected people. (UK standard)
Dymo Address Labels	Print individual DYMO address labels for the selected people.

Print individual DYMO address labels for

Organization

Organization Master

Summarizes profile information about the selected Organization(s).

Documented Events

Case Notes

Summarizes Documented Events involving the selected Organization(s).

Required Dates

Required Dates Coming Due	Show Required Dates that are or will be expired within a given date range.
Required Dates Coming Due Letter	Similar to the Required Dates Coming Due report, but in a letter format that you can mail to individual Organizations. The body text of the letter is configured in the User Defined Information Module, Recommended tab, Mail Merge Letter.
Required Dates Completed	Similar to the Required Dates Coming Due report, except this report shows which requirements have been completed within a given date range.

Envelopes

Print addresses on standard letter-sized envelopes for the selected Organization(s).

Mail Merge

Print general mail merge letters to send to the selected Organization(s). The content of mail merge letters is set up in the User Defined Information Module, Recommended tab. The letter content should not exceed one page when printed.

Labels

Address Labels (30/Page)

Print a sheet of 2 5/8” x 1” address labels for the selected Organization(s). (USA standard)

Address Labels (21/Page)

Print a sheet of 63.5mm x 38.1mm address labels for the selected Organization(s). (UK standard)

Dymo Address Labels

Case Notes involving the selected Organization(s).

Print general mail merge letters to send to the selected Contact(s). The content of mail merge letters is set up in the User Defined Information Module,

Contact

Contact Master

Summarizes profile information about the selected Contact(s).

Status Date

Shows when Contacts’ statuses were added.

Documented Events

Case Notes

Summarizes Documented Events Case Notes involving the selected Contact(s).

Required Dates

Required Dates Coming Due	Show Required Dates that are or will be expired within a given date range.
Required Dates Coming Due Letter	Similar to the Required Dates Coming Due report, but in a letter format that you can mail to individual Contacts. The body text of the letter is configured in the User Defined Information Module, Recommended tab.
Required Dates Completed	Similar to the Required Dates Coming Due report, except this report shows which requirements have been completed within a given date range.

Recurring Events

See all recurring events (Tasks and Appointments) for the selected Contact(s).

Envelopes

Print addresses on standard letter-sized envelopes for the selected Contact(s).

Mail Merge

Recommended tab. The letter content should not exceed one page when printed.

Name Badges

Print name badges for the selected Contact(s). You can opt to include the Contact’s last name and picture. Your office address and logo can be included using the report header options.

Labels

Address Labels (30/Page)

Print a sheet of 2 5/8” x 1” address labels for the selected Contact(s). (USA standard)

Address Labels (21/Page)

Print a sheet of 63.5mm x 38.1mm address labels for the selected Contact(s). (UK standard)

Dymo Address Labels

Print individual DYMO address labels for the selected Contact(s).

Payer

Payer Master

Summarizes profile information about the selected Payer(s).

Documented Events

Summarizes Documented Events involving the selected Payer(s).

Envelopes

Print addresses on standard letter-sized envelopes for the selected Payer(s).

Mail Merge

Print general mail merge letters to send to the selected Payer(s). The content of mail merge letters is set up in the User Defined Information Module,

Recommended tab. The letter content should not exceed one page when printed.Name Badges

Print a sheet of 63.5mm x 38.1mm address labels for the selected people. (UK standard) Print individual DYMO address labels for the selected people.

Print name badges for the selected Payer(s). You can opt to include the Payer’s last name and picture. Your office address and logo can be included using the report header options.

Labels

Address Labels (30/Page)	Print a sheet of 2 5/8” x 1” address labels for the selected Payer(s). (USA standard)
Address Labels (21/Page)	Print a sheet of 63.5mm x 38.1mm address labels for the selected Payer(s). (UK standard)
Dymo Address Labels	Print individual DYMO address labels for the selected Payer(s).

All People

Master Report

Summarizes profile information about the selected people.

Birthdays

Show birthdays for the selected people. This report is disabled if the logged-in user does not have permission to view birthdays.

Documented Events

Case Notes

Summarizes Documented Events Case Notes involving the selected people.

Tasks and Appointments

See Tasks and Appointments for the selected person or people within a given date range.

Recurring Events

See all recurring events (Schedules, Tasks and Appointments) for the selected people.

Envelopes

Print addresses on standard letter-sized envelopes for the selected people.

Mail Merge

Print general mail merge letters to send to the selected people. The content of mail merge letters is set up in the User Defined Information Module, Recommended tab. The letter content should not exceed one page when printed.

Name Badges

Print name badges for the selected people. You can opt to include the person’s last name and picture. Your office address and logo can be included using the report header options. Caregiver name badges also include the Caregiver’s Primary Qualification. (If a Caregiver has multiple Primary Qualifications, the report will print multiple badges for that Caregiver, one for each Primary Qualification.)

Labels

Address Labels (30/Page)

Print a sheet of 2 5/8” x 1” address labels for the selected people. (USA standard)

Address Labels (21/Page)

Dymo Address Labels

Agency Office
Client Participant Inquiries	Details new Client Intakes Participant ntakes for the selected Office(s).
Achievements	Show Achievement statistics for the selected Office(s). Configure Achievement targets in the Agency Office Module.

Page Comparison

Versions Compared

Old Version 1

New Version 2

Key

Participant

Participant Master

Birthdays

Referral Sources

Condensed Master

Case Notes

Required Dates

Required Dates Coming Due

Required Dates Coming Due Letter

Required Dates Completed

Schedule

Tasks Performed and Verification

Participant Schedules

Schedule Expenses

Schedule Inactivity

Schedule Gaps

Recurring Events

Schedule Exceptions

Under/Over Max Hours per Week

Under/Over Hours

Early/Late Arrival Time

Weekly Overtime

Daily Overtime

Time Sheet

Time Sheet by Client

Time Sheet by Date

Blank Time Sheet

Telephony Instruction Cards

Envelopes

Mail Merge

Name Badges

Labels

Address Labels (30/Page)

Address Labels (21/Page)

Dymo Address Labels

Employers

Employer Master

Birthdays

Referral Sources

Case Notes

Required Dates

Required Dates Coming Due

Required Dates Coming Due Letter

Required Dates Completed

Schedule

Recurring Events

Employer Schedules

Time Sheet

Schedule Signatures

Care Plan

Form 483

Expiring Authorizations

Over/Under Authorized Hours

Envelopes

Mail Merge

Name Badges

Labels

Address Labels (30/Page)

Address Labels (21/Page)

Dymo Address Labels

Referrals

Master Report

Case Notes

Envelopes

Mail Merge

Name Badges

Labels

Address Labels (21/Page)

Dymo Address Labels

Office Staff

Office Staff Master

Birthdays

Documented Events

Case Notes

Case Notes