How to Generate the Report
1.Navigate to Reports > Carer reports > Visits - List.
2. Select your date range) and choose either a specific 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. Quick-Scan Colours: Use the colours to spot issues fast:
Green - completed visit
Grey - cancelled visit
Yellow - visit was started, but not completed
White - unassigned or missed visit
Fixing Discrepancies
If a carer forgot to log out or made a mistake, just click the visit row to fix the start/end times or status.
1. "Reported Time" is what the carer did. "Billed Time" is what you are paying/charging for. You can choose which one to use as your default 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.
Customising and Exporting
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.
Need to give a carer a printed version of their schedule? Select the carer and the future date range, then click Actions > Print to create a tidy PDF rota for them.
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.