Edit E-TimeCard Ribbon Glossary

Quick Access Tools
Update Attached Schedule	For a completed E-TimeCard, update the attached Schedule with the information from the E-TimeCard and open the attached Schedule.
Create Schedule	Create a new Schedule in the system based on the E-TimeCard's information. Use this to create a Schedule from the E-TimeCard where a Caregiver clocked in for a Client visit that was not previously on their calendar.
Open Attached Schedule	For a completed E-TimeCard, open the attached Schedule.

File Menu
Modification History	View Modification History of manual changes to this E-TimeCard.

Time Card
Useful editing tools for manipulating the E-TimeCard.
Possible Clients	List clients that have schedules within 12 hours of the start time of the E-TimeCard, clients with the phone number of the original call or clients with an attached organization that has that number.
Possible Caregivers	List caregivers that have schedules within 12 hours of the start time of the E-TimeCard or caregivers having a similar ID code.
Overlaps	Display any E-TimeCards that overlap with this one. Overlaps are conflicting E-TimeCards for the same Caregiver that have a time overlap. Overlaps are usually caused by manual adjustments to E-TimeCards.
Paste Start to End	Copy the Start Time of this E-TimeCard into the End Time field.
Paste End to Start	Copy the End Time of this E-TimeCard into the Start Time field.
Clear Start Time	Clear the Start Time field of the E-TimeCard.
Clear End Time	Clear the End Time field of the E-TimeCard.

Display Schedules for
These tools are useful for attempting to determine what schedule an E-TimeCard should have been for, when the system failed to match it automatically, or if the caregiver visited the client without a schedule already existing in the system.
Current Client	Display all schedules for the currently selected client within 12 hours of the E-TimeCard's start or end time.
Current Caregiver	Display all schedules for the currently selected caregiver within 12 hours of the E-TimeCard's start or end time.
Around Start Time	Display all schedules starting near the start time of the E-TimeCard.
All Schedules	Display all relevant schedules within about a day of the E-TimeCard's start or end time.

Original Phone Number
These tools are useful when the system cannot find a Client matching the original phone number from the raw call(s).
Add Phone to Client	Add the phone number from the original raw call to the currently selected Client's profile.
Anyone who has it	Search the system for anyone that has the original phone number from the raw call attached to their profile and display a list of the results.
Search 411	Search for the phone number in an online reverse phone number lookup tool.
Search Google	Search for the phone number using the online Google search page.

Quick Access Tools