Reports

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.

Revenue Report

For each of  your payers see the total amount of claims sent, the received amount, and the receivable amount. 

Edit Schedule

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. 

Employee List

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. 

RVV Recording

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. 

KPI Report

Month by month or yearly sum of census, visits, charges, received amounts, AR balance, average revenue per customer, and average per visit. 

Schedule

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. 

Weekly Schedule

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. 

Job List

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. 

Job Notes

Get a list of your jobs with associated notes left by caregivers (if enabled)