Clock-In/Clock-Out improvements and Report Updates

Following are the changes in this release:

Ability to delete faulty Clock-In and Clock-Out

Agencies will now be able to delete faulty Clock-In or Clock-Out done by caregiver or agency itself as well. However, if the schedule’s invoice or payroll is finalized, then agency will not be able to delete the Clock-In or Clock-Out value.

Updates in Client Quick View

Following updates have been made to the Client quick view section when accessed via Client landing screen > click on Client Name. a. Client’s Emergency Contact(s) will be listed in the quick view.

Schedules will split based on Payroll Week Start Day/Time

CareSmartz360 will now be able to split shift which are overlapping two work weeks based on Day/Time set in the Office Settings > Payroll. Once the check box is ticked, system will automatically split the any overlapping schedule based on week start date/time.

Release visit plan – Group by Caregiver

Users will have the ability to group by caregiver on the release visit plan in addition to group by client so that they can view caregiver hours scheduled & planned hours for before they publish the plan.

Release visit plan – Ability to see working calendar before publishing the schedule client.

Users will have the ability to see a working calendar to see published & unpublished hours for caregiver or client (based on the grouping done) before they can publish schedules on release visit plan. This feature will help the users to plan number of hours for caregiver or client in a respective week.

Find Caregiver – Ability to send Email/ SMS notification to max of 15 caregivers selected

On the find Caregiver screen, user will have the ability to send email/ SMS notification to max of 15 caregivers in one go.

Client Signature on each visit to be controlled by setting under client profile

Users will now have the ability to control client signature if they are required or not for any client. There will be a global setting under office settings for all users at agency level. In case client signature is required only for few specific clients only, agency user can turn off at office settings & enable the same on client level. In all cases, client level setting will override the global settings.

**Caregiver Average hours per week report

Users will have the ability to view caregiver average hours per week to know how many hours each caregiver has worked in a particular week and average of hours in a year.

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