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Caregiver |
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Caregiver Master | Summarizes all profile information about the selected Caregiver(s). |
Birthdays | Show Caregivers’ birthdays. This report is disabled if the logged-in user does not have permission to view birthdays. |
Referral Sources | Details Caregiver referrals. |
Condensed Master | A two-column master report that contains limited information about each Caregiver. |
Documented Events | Summarizes Documented Events in which this Caregiver 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 Caregivers. 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. |
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Schedule | | 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 Schedules | Show all schedules for the Caregiver(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). |
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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. |
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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. |
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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. |
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Clients |
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Client Master | Summarizes all profile information about the selected Client(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 referrals. |
Documented Events | Summarizes Documented Events in which this Client 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 Clients. 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. |
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Schedule | | 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 Client(s). | Client Schedules | Shows all schedules for the Client(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. |
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Care Plan | 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. |
Classic Care Plan | 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. |
| 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. |
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Referrals |
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Master Report | Summarizes profile information about the selected Referrer(s). |
Documented Events | 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 (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. |
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Office Staff |
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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 | Documented Events | Summarizes Documented Events in which this person has been involved. | Documented Events by Author | Summarizes Documented Events that have been entered by this Office Staff person. |
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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. |
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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. |
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Organization |
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Organization Master | Summarizes profile information about the selected Organization(s). |
Documented Events | 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. |
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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 | Print individual DYMO address labels for the selected Organization(s). |
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| Summarizes profile information about the selected Contact(s). |
Status Date | Shows when Contacts’ statuses were added. |
Documented Events | Summarizes Documented Events 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. |
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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 | 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, 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). |
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Payer |
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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 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). |
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All People |
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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 | Summarizes Documented Events 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) | 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. |
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Agency Office |
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Client Inquiries | Details new Client Intakes for the selected Office(s). |
Achievements | Show Achievement statistics for the selected Office(s). Configure Achievement targets in the Agency Office Module. |