Actual vs. Scheduled Report
Track hours worked by your caregivers compared to what they were scheduled for.
Authorized vs. Actual Report
Audit intended, track used hours against authorized hours
Weekly Payroll Report
Display hours worked per week by your caregivers. You can filter by the Zone, Employee, and a date range.
Employee Weekly Summary
Select a certain job or all jobs to see a summary of what caregiver worked and for how long for a duration of a week.
Jobs Without Schedule
Display shifts that occurred but no schedule was put in place for it.
Custom Prompt Report
See custom prompts that were asked during the caregiver's shift and what their answers were.
Certificate Expiration Report
Search a date range for a list of any certificates that will expire during that time.
Authorization Expiration Report
Search a date range for a list of any authorizations that will expire during that time.
For each of your payers see the total amount of claims sent, the received amount, and the receivable amount.
See schedules for a selected date range. You can select shifts and reassign them to a different employee.
Job Task Report
View tasks the caregiver completed during their shift and the duration that each one took.
Get a list of your employees based on when they were created in the system, the date they last clocked in, or the date they were last scheduled.
Listen to voice recordings captured at clock in compared to the original recording of your employee’s voice.
Budget vs. Actual Report
View, for each Job, used hours against budgeted hours.
Weekly Overtime Report
This report lists the employees that have exceeded the threshold for the current workweek. The threshold hours is set in the Agency Detail (configuration tab).
Job Weekly Hours Report
The table displays the hours worked per week, scheduled hours, and the difference between the two. You can filter by the Zone, Job, and a date range.
Inactive Employee Report
Get a list of employees to see if they were active, inactive, or terminated during a specific date range.
Custom Prompt Report Detail
Much like the Custom Prompt Report, this report shows all answered prompts, the only difference is that each question and answer are listed one by one.
Care Plan Expiration Report
Search for a specific job or all jobs with expiring care plans within a selected date range.
Accounts Receivable Report
For each of your payers see the total amount of claims sent, the received amount, and the receivable amount for each of the next three months or more.
Month by month or yearly sum of census, visits, charges, received amounts, AR balance, average revenue per customer, and average per visit.
Get a list of schedules for a certain job or all jobs during a specific date range. You see the start/end date as well as the start/end time and total hours.
View a week of scheduled visits for a particular job, employee, or date range.
Job Observation Report
See a list of all job observations made by caregivers for all jobs or a particular job within a specified date range.
Get a list of your jobs/consumers based on when they were created in the system, the date they last had an employee clock in, or the date they were last on the schedule.
Get a list of your jobs with associated notes left by caregivers (if enabled)