Daily Schedule Review

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

Quick Notes
How to Access the Daily Schedule Review Page
The All Schedule Tab
The EVV Compliance Report Tab

Quick Notes

Use the All Schedule tab to quickly review daily schedule information for all schedules.
To get the most out of the All Schedule tab, make sure to set your agency's late and missed schedule configurations (learn how to do this here).
Use the EVV Compliance Report tab to review more detailed information for visits that are subject to EVV.

How to Access the Daily Schedule Review Page

To access this page, in the left menu navigate to:

Scheduling > Daily Schedule Review

The All Schedule Tab

When accessing the Daily Schedule Review page, the initial screen that you'll land on is the All Schedule tab.

Within it, you can quickly review basic information about a scheduled visit — including if and when visits were clocked in and out from.

As you filter within this tab, you'll find different statuses that each schedule will fall under. Here is a quick breakdown of the statuses that you'll see:

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.

Below the filter fields, you'll find analytics that will allow you to quickly see how many schedules are within each status. Click on any of the statuses to reveal more information:

As you move down the page, you'll find a table of information that displays. Here is a quick breakdown of the information you'll find within the table:

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.

If you'd like to download information from within this tab, 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.

The EVV Compliance Report Tab

In the upper right hand corner of the Daily Schedule Review page, you'll find a tab for EVV Compliance Report. This tab will allow you to quickly review EVV schedule information.

Within the filters in this tab, you'll have the ability to filter by EVV Schedule Status. Here is a quick breakdown of the statuses that you'll see:

All	All visits subject to EVV will appear.
Accepted	All visits that have been accepted by your data aggregator will appear.
Pending	All visits that are pending acceptance by your data aggregator will appear.
Rejected	All visits that were rejected by your data aggregator will appear.

Under the filter fields, you'll find analytical information. Here is a quick breakdown:

Total Records	Total number of EVV visits that were submitted within selected date range.
Pending	Number of pending EVV visit submissions.
Rejected	Number of rejected EVV visit submissions.
Accepted	Number and percentage of accepted EVV visit submissions. Percentage calculation
EVV Exception	Percentage of EVV subject visits that were manually edited, manually clocked in/out for and the "swipe" schedule method was used for. EVV Exception calculation

Each heading within the analytics can be clicked on to reveal more information.