Using the Scheduled Shifts Report

Overview

The Scheduled Shifts Report provides a comprehensive view of all scheduled shifts within a selected date range. It is a valuable tool for investigating missing shifts, auditing scheduling activity, monitoring staff actions, and troubleshooting billing or payroll discrepancies.

Accessing the Report

1. Navigate to Menu.

2. Select Accounting.

3. Open the Scheduled Shifts report.

What You Can Use the Report For

Review Upcoming Shifts

View all scheduled shifts within your selected date range to verify that services have been assigned correctly and identify any gaps in coverage.

Examine Shift Details

Review detailed information for each shift, including:

• Client

• Caregiver

• Scheduled date and time

• Service type

• Shift status

• Assigned staff

This information can help verify that scheduling information is accurate before services are delivered or processed for billing and payroll.

Audit Scheduling Activity

Use the report to investigate:

• Missing or deleted shifts

• Unexpected schedule changes

• Caregiver assignment changes

• Scheduling inconsistencies

This can help determine when and where scheduling issues may have occurred.

Troubleshoot Billing and Payroll

If a scheduled visit is missing from billing or payroll, compare the Scheduled Shifts Report with your billing or payroll reports to identify discrepancies. This can help determine whether the issue originated during scheduling or occurred later in the workflow.

Use Schedule Navigation

Navigate through different dates or date ranges to review historical schedules, current schedules, or upcoming shifts. This makes it easy to identify patterns, locate specific shifts, or verify scheduling activity over time.

Best Practices

• Review upcoming schedules regularly to ensure all client visits are assigned.

• Use the report when investigating caregiver or client scheduling questions.

• Compare scheduled shifts with completed visits when researching payroll or billing discrepancies.

• Audit scheduling activity periodically to ensure schedule accuracy and identify potential issues before they impact operations.

Summary

The Scheduled Shifts Report is an essential auditing and troubleshooting tool that provides visibility into your agency's scheduling activity. Regularly reviewing this report can help maintain accurate schedules, improve operational efficiency, and quickly resolve billing or payroll concerns.