Achievements

Achievements are performance statistics that can be tracked for your office on various subjects within the program.

These statistics can be used to measure and analyze totals and trends within your office. Achievements are calculated on a Weekly or Daily basis and each Achievement can be configured with a desired target range, with actual results outside of the target range being marked as Above or Below Average when viewing calculated Achievement Results.

The Achievement Goals you wish to track are set up in the Agency Office Module, under the Review tab.

To add an Achievement Goal, click Add. Choose the Achievement Type (Note: the standard achievement types listed at the top of the list are weekly Achievement goals. Equivalent daily Achievement goals are listed at the bottom of the list and have "Daily" in front of the name.) and optionally specify a minimum and maximum value for a target range.

Achievement Results can be calculated and viewed in the Analysis Reports Module under the Achievements tab.

List of Achievement Goals

Topic	Achievement	Description
Status Totals	Client: Active Count	Total number of Active clients at end of period.
Status Totals	Client: Potential Count	Total number of Potential clients at end of period.
Status Totals	Client: Assessment Count	Total number of Assessed clients at end of period.
Statuses	Client: Potential Added	Number of Clients that have had a Potential status added during the period.
Statuses	Client: Assessment Added	Number of Clients that have had an Assessed status added during the period.
Statuses	Client: Active Added	Number of Clients that have had an Active status added during the period.
Statuses	Client: Inactive Added	Number of Clients that have had an Inactive status added during the period.
Statuses	Client: Archived Added	Number of Clients that have had an Archived status added during the period.
Statuses	Client: Deceased Added	Number of Clients that have had a Deceased status added during the period.
Authorization	Authorization: Average in Days	Average number of days in authorizations.
Authorization	Authorization: Hours Not Serviced	Authorized hours not scheduled.
Status Totals	Caregiver: Active Count	Total number of Active Caregivers at end of period.
Status Totals	Caregiver: Potential Count	Total number of Potential Caregivers at end of period.
Status Totals	Caregiver: Assessment Count	Total number of Assessed Caregivers at end of period.
Statuses	Caregiver: Potential Added	Number of Caregivers that have had a Potential status added during the period.
Statuses	Caregiver: Assessment Added	Number of Caregivers that have had an Assessed status added during the period.
Statuses	Caregiver: Active Added	Number of Caregivers that have had an Active status added during the period.
Statuses	Caregiver: Inactive Added	Number of Caregivers that have had an Inactive status added during the period.
Statuses	Caregiver: Archived Added	Number of Caregivers that have had an Archived status added during the period.
Schedules	Caregiver: Utilization	Total scheduled hours / Number of schedules
Accounting	Billing: Gross Dollars	Total billing dollars
Accounting	Billing: Average Hourly Bill Rate	Average non-overtime hourly billing rate
Accounting	Billing: Average Live-In Bill Rate	Average non-overtime live-in billing rate
Accounting	Billing: Average Per Visit Billing Rate	Average non-overtime per visit billing rate
Accounting	Billing: Total Hours	Total billing hours
Accounting	Billing: Average Billing Hours	Average billed hours per client
Accounting	Payroll: Gross Dollars	Total payroll dollars
Accounting	Payroll: Overtime Dollars	Total overtime payroll dollars
Accounting	Payroll: Average Hourly Pay Rate	Average non-overtime hourly payroll rate
Accounting	Payroll: Average Live-In Pay Rate	Average non-overtime live-in payroll rate
Accounting	Payroll: Average Per Visit Pay Rate	Average non-overtime per visit payroll rate
Accounting	Payroll: Total Hours	Total payroll hours
Accounting	Payroll: Average Paid Hours	Average payroll hours per caregiver
Schedules	Schedule: Scheduled Hours	Total number of scheduled hours
Schedules	Schedule: Actual Hours	Total actual hours
Schedules	Schedule: Percent of Actual Hours Lost	Percentage different between scheduled and actual hours. (1 - (Scheduled / Actual)) * 100
Schedules	Schedule: Actual Hours Lost	Difference in hours between scheduled and actual
Schedules	Schedule: Cancelled Schedules Count	Count of cancelled schedules
Schedules	Schedule: Cancelled Schedule Hours	Number of scheduled hours in cancelled schedules
Schedules	Schedule: No Caregiver (Open)	Count of schedules with no caregiver
Schedules	Schedule: No Actual Hours Entered	Count of schedules that did not have actual hours entered
Schedules	Schedule: Caregiver Average Hours	Average scheduled hours per caregiver.
Schedules	Schedule: Caregivers Not Scheduled Count	Count of caregivers that did not have a schedule
Schedules	Schedule: Caregivers Scheduled Count	Count of caregivers that had a schedule
Schedules	Schedule: Clients Served Count	Count of clients that had a schedule
Referral	Referrals: Received	Count of new referrals
Schedules	Caregiver Overtime	Caregiver overtime hours
Accounting	Simple Profit: Dollars	Total Billing - (Total Payroll + Office Cost)
Accounting	Simple Profit: Percentage	100 * (Simple Profit / Total Billing)
Office Burden	Simple Profit: Office Cost	Estimated cost of the office (payroll and burdens)