Profile

Calendar

Daily Schedules

(Client & Caregiver tabs only)

Show a grid of all schedules for this person or organization in the Main Display portion of the screen.

(This is the same grid from the Schedule Review tab in the Schedule Review module.)

Actual Hours

(Client & Caregiver tabs only)

Show a grid of the non-finalized schedules for this person or organization to view or edit the actual hours and extra charges on those schedules.

(This is the same grid from the Actual Hours tab in the Schedule Review module.)

Availability

(Clients, Caregivers & Office Staff tabs only)

Allows you to record the time(s) a Caregiver is available to work, or when a Client is available to receive service. The system will warn you if a person is involved in an Appointment or Schedule during their unavailable time. By default, all days are available.

There are three levels of Availability, each more specific than the last. These are:

• Working Days: Indicates the person is available on that day of the week, without specifying times. The person is available on that day, every week.
• Day Specific Availability: Indicates the specific times that a person is available on a specific day of the week. The person is available on that day, at these times, every week.
• Date Specific Availability: Indicates the specific times that a person is available for a specific date. The person is available only during the specified times on that specific date.

Any records that are more specific override anything above it. Therefore, Day Specific Availability overrides Working Days. Date Specific Availability overrides any Working Days or Day Specific Availability that might normally apply to that date. The main display area of the Availability screen shows a 7-day calendar that indicates what availability applies to each date.

Events

Recurring Events

View, add or edit any Recurring or repeating events for this person or organization.

Schedules, Tasks and Appointments may be set up to repeat on a specific pattern.

Documented Events

(Client & Caregiver tabs only)

See all Documented Events in which the person or organization is involved. Documenting significant events is a very important part of keeping reliable records for your company. You can record outstanding performance as well as complaints or problems (e.g., caregiver was late, client hospitalized, etc.). Documented Events will appear in the profiles of all people or organizations involved. You can run robust reports on documented events

Required Dates

(Caregivers tab only)

Use Required Dates to keep track of items that must be completed for or by a person or organization.

EXAMPLES: Orientations, evaluations, first aid certification dates, license expiration dates, etc.

The list of Required Date categories is maintained in the User Defined Information Module. The categories you create will represent the different requirements your company tracks, as well as their importance and when or whether they expire. Required Dates are specified as either Mandatory or Optional.  If a Caregiver has an incomplete or expired Mandatory required date on their profile, you will receive warnings if you try to schedule that caregiver.

Required Date categories can be set to three types:

• No Expiry: These requirements are entered with the date they are completed. They do not expire.
• Actual Date: These requirements are entered with the date they are completed. They will automatically expire after a length of time that is specified for the requirement.
• Expiration Date: These requirements are entered with the date they actually expire, rather than the date the certification or requirement was completed.

View Multiple Calendars

(Caregivers & Office Staff tabs only)

Show a one-day side-by-side calendar view of schedules for all displayed people.