Shift Signatures

Shift Signatures

This report is highly recommended to use for submitting to Long Term Care Insurance, or in any instance that they deem necessary to have both fees and completed tasks, without having to run an invoice. Within this report you can see client and staff signatures as well as many other options. In addition, you can sign off if needed after viewing and save the file to the client's files. 


Accessing Shift Signatures

NOTE: Admins, Accountants, and staff managers with the added privileges of Edit Clint Fees can access this report. 

Menu>Accounting>Shift Signatures


Once accessed, you can select the below options when pulling the reporting. 



Preview Report and Sign - This option allows a the person that pulling the report to sign off after reviewing. 




Send to Client's Profile - This option allows you to send the created PDF files once generated to the client's files.   



Found in client's profile once generated with that option:


NOTE: There is also a Site Setting in the Accounting section for the view permissions when a client file is sent. This will give that role the ability to view the client file. 




Include and Exclude Many additional options when pulling the reporting 


Click Get PDF to pull report - you can then download or view PDF


NOTE: You may find lagging with the report if you have quite a bit of clients and a large date range selected. It is suggested to have lesser clients and month to month pulling when that occurs. 


Additional Site Setting options:

In the site setting under the Accounting section you will find additional options to incorporate alternative naming of optional included preferences. Those options include the optional naming and renaming of Medicaid ID and Caregiver State ID labels on the report. 

In addition, you can also automatically include the Client's address, Client Gender, Client DOB, and Company Name. When checking those boxes in site settings those options will be automatically checked when you pull the report. If unchecked those options will have to be manually checking when you pulling report found under the Include section. 




Example: If you using the Medicaid ID field in the client's priority info for their Long Term Care Policy ID. You can name that label Long Term Care Policy ID instead of Medicaid ID and it will present that way when pulling the report. 

Client's profile - Priority info - Medicaid ID (Long Term Care Policy ID) number inputted. 


Site Setting change to represent what the number is correlating in report. 
Menu>Settings>Site Settings Accounting Section


Example: Once PDF report is generated you will see the Medicaid label changed accordingly.





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