Daily Schedule Review

The article outlines the Daily Schedule Review page, a helpful tool to use to review schedules.

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	This column will display the name of the employee who is assigned to the scheduled visit.
Client Name	This column will display the name of the client who the scheduled visit is for.
Scheduled Date	This column will display the date that the visit was scheduled for, along with the scheduled start and end times.
Worked Date	This column will display the worked date, work start time and work end time once the scheduled visit has been completed.
Procedure Code	This column will display the procedure code and modifier being worked.
Employee Signature	This column will display "Yes" if the employee's signature was captured upon clocking out and "No" if the employee's signature was not captured upon clocking out.
Client Signature	This column will display "Yes" if the client's signature was captured upon clocking out and "No" if the client's signature was not captured upon clocking out.
Clock In	This column will display the actual clock in date and time.
Clock Out	This column will display the actual clock out date and time.
EVV Schedule	This column will display "Yes" if the schedule is EVV and "No" if it is not EVV.
EVV Status	This column will display the EVV status of the schedule along with rejection reasons returned.

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.