Generating a Visit List Report for Carers
1. Go to Reports > Carer reports > Visits - List
2. Choose a time period, select a carer or all carers. Choose an invoice contact and either all visits or just cancelled ones etc.
3. The following view will display showing all the details about the carer's visits.
4. Each line can be a different colour:
Green - completed visit
Grey - cancelled visit
Yellow - visit was started, but not completed
White - unassigned or missed visit
Editing a Report
Things like status, reported start or end time, and invoicing information can be edited by clicking in each visit in the Visit List Report.
1. The Reported time is the time the carer actually spent with the client. While the Billed time will use either the Planned time or Reported time depending on what you have selected in Settings>General Settings>Reporting.
2. The billed time can be changed if you wish to amend this.
3. You can edit details about the visit if there's any discrepancies between what your carer inputted into the app and what was actually done.
Actions & Settings Buttons
The Actions button has a drop down menu with various options.
Print report allows you to print the full report or save it as a PDF.
Copy to clipboard will copy the entire report to paste into an external document.
Additionally, you can download the data as CSV/XML file.
The Settings button allows you to customise the information displayed and if the data is in minutes or hours.
If you need to send a list of visits or a copy of the rostering (rota) to one carer, use the Carer Visit List Report:
1- Select the carer's name
2-Select the time range
3-From the Settings menu select the information you want to include like name of the client, day of the week, date, start and end time, planned duration.
4-From Actions menu select Print to generate a PDF document that you can share with them.
If you want to send a list of visits or a copy of the rostering (rota) to one of the clients (service user), follow the same steps but from the Clients Visit List Report.
** To create invoices for your clients, please use the Clients Visit-List report.