The article outlines the Daily Schedule Review page, a helpful tool to use to review schedules.
Table of Contents
About the Daily Schedule Review Page
How to Access the Daily Schedule Review Page
Reviewing Information
Downloading Information
About the Daily Schedule Review Page
Have you ever wondered if a caregiver clocked in or out of a scheduled visit? The Daily Schedule Review page can help you easily determine this!
To get the most out of this page, make sure to set your agency's late and missed schedule configurations (learn how to do this here).
How to Access the Daily Schedule Review Page
To access this page, in the left menu navigate to:
Scheduling > Daily Schedule Review
Reviewing Information
There is a lot of information that can be found within this page, and while you can certainly review all information at once, you can also filter based on:
- Employee (only 1 employee can be selected)
- Client (only 1 client can be selected)
- Status (only 1 status can be selected)
- Date
Here is a breakdown of the statuses that can be selected from:
In Progress | The employee has clocked in for the scheduled visit, but has not clocked out of it yet. |
Completed | The employee has successfully clocked in and out of the scheduled visit. |
Late | The employee did not clock into the scheduled visit within the number of minutes set for the Consider Schedule Late After (In Minutes) field in your company settings. |
Missed | The employee either did not clock in for the scheduled visit, or did not clock into the scheduled visit within the number of minutes set for the Consider Schedules Missed After (In Minutes) field in your company settings. |
Whether you've chosen to filter for specific information, or are looking to see all, you'll find the following information displayed in the table below to review:
Employee Name |
|
Client Name |
|
Scheduled Date |
|
Worked Date |
|
Procedure Code |
|
Employee Signature |
|
Client Signature |
|
Clock In |
|
Clock Out |
|
EVV Schedule |
|
EVV Status |
|
Information can also be directly reviewed based on status by clicking on the analytics at the top-right of the screen. Any status that has a number on it, when clicked on, will display a pop-up of schedules that are in that status.
Downloading Information
If you'd like to download information from this page to be able to review offline or at a later time, you can!
Only schedules that are within the statuses (in progress, completed, late, missed) will appear within the downloaded file.
Above the table, options to download a CSV or PDF file will appear.