Scheduling Dashboard
Shift History
Viewing the Shift History on the Scheduling Dashboard can provide useful insight regarding a shift. Here are some tips with navigating the Shift History, as well as, some use cases. To navigate to the Shift History, go to the Scheduling Dashboard > ...
View Color Key
View Color Key is a tool within the scheduling dashboard that allows you to view the current color codes for the schedule. This function can be accessed via the utility drawer. To use this feature, follow the instructions below. 1. Navigate to the ...
Quick Shifts
Creating Quick Shifts is a simple and easy way to put shifts up on the schedule quickly. This can be done using the Quick Shifts tool. Follow the instructions below to create quick shifts. After navigating to the Scheduling Dashboard from main page ...
Purge Open Shifts
Purge Open Shifts is a function available within the utility drawer that allows you to delete all shifts for dates prior to the current date. To learn how to use this function follow the instructions below. Navigate to the scheduling dashboard ...
Cancellation Types
See attachement for information on Cancellation Types tip sheet.
Breaks
If it's necessary for your caregiver to document their unpaid breaks of 30 minutes or more in the system follow these directions. Reasons you may want your caregiver to add unpaid breaks: The caregiver is on a overnight shift and doesn't get paid for ...
Paperclip Icon On Shift On Schedule
When you see a paperclip icon on a shift on the scheduling dashboard, that means there is a management note, a caregiver note, or both. To view the note(s), click on the shift and then click Shift Notes. You will then be able to see any/all notes ...
Access Utility Drawer
The Utility Drawer is a function on the scheduling dashboard that allows you to perform a wide variety of tasks that are accessible through a drop down menu. To learn about these functions follow the tutorial below. Navigate to the scheduling ...
Navigation of Scheduling Dashboard
There are several key features for navigating the scheduling dashboard. Looking at the staff calendar view of the scheduling dashboard, there are several icons above the quick shifts panel that are necessary for navigating the dashboard. The right ...
Medical Information
Personal Profiles should be updated to reflect the changes in a caregiver’s life. Editing the Medical Profile section is necessary when your medical information changes. Follow the steps below to change your medical information. 1. From the Homepage, ...
Matching Punchcard and Schedule
If a staff member clocks in late or early and the schedule needs to match the same times on the schedule. Follow the below steps how on to match the punchcard to schedule. 1. Access the scheduling dashboard found at Menu>Scheduling>Scheduling ...
Lock Shifts
Lock Shifts is a feature that allows you to lock shifts prior to and on a certain date. This means that nothing about those shifts can be edited. To learn about using this function, follow the instructions below. 1. Navigate to the Scheduling ...
Lock Availability
The Lock Availability is a tool within the Utility Drawer that lets you prevent caregivers from changing their availability on certain days prior to a selected date. To learn more about using this function, follow the instructions below. 1. Navigate ...
Hide Shifts
Hide Shifts is a function available within the utility drawer that allows the manager to hide shifts from a certain date to all people in the SmartCare system that do not have scheduling capabilities. To use this function, follow the instructions ...
Creating Open Shifts
Creating open shifts within the Scheduling Dashboard can be accomplished using the Utility Drawer functions of Create Open Shifts or in the Clients view of the Quick Shifts. The instructions for both tools can be found below. 1. To create a open ...
Open Shifts
Open shifts are shifts that show up on the calendar for a client, but do not yet have an assigned caregiver. They require a caregiver to take them before they happen so that the necessary care can be facilitated. To create an Open Shift create a ...
Create/Edit Punchcards
If you need to create/edit punchcard of your caregiver, follow the steps below: 1. In the Scheduling Dashboard, which is under Menu > Scheduling > Scheduling Dashboard, find the shift that needs a punchcard created. 2. Click on the shift and select ...
Create and Edit Staff Tags
To add staff tags in SMARTcare, follow the steps below: 1. Using the SMARTcare dropdown at the top right of the screen, select Menu>Staff>Staff Tags 2. To create a new tag, click the pencil/pad button. When you over over this button it will say ...
Changing Fees & Wages
If you update the client's fees or caregiver's wages, you may need to refresh the already scheduled shifts so reflect the new fees/wages. Follow the steps below to see how. 1. Once you have updated the fees/wages under the client/caregiver profile, ...
Change and View Filters on Schedule
Changing and viewing filters allows you to simplify the schedule and make it easier to understand. To use schedule filters, follow the instructions below. Navigate to the Scheduling Dashboard from the main page or through Menu>Scheduling>Scheduling ...
Cancel Shift & Convert to Open Shift
If a client/caregiver needs to cancel a shift, follow the steps below on how to cancel a shift: Access the Scheduling Dashboard. Menu>Scheduling>Scheduling Dashboard Locate the shift the is needing to be canceled, and click on it. Find the option ...
Bulk Actions
The Bulk Actions form allows for the user to do a wide variety of actions to items within the scheduling calendar. From the scheduling dashboard, click on the Utility Drawer to open a drop down menu. Select Bulk Action, which will lead you to the ...
How to Create, Apply, Change, and Remove Shift Tags
How to Create, Apply, Change, and Remove Shift Tags Creating Shift Tags: Access Scheduling Dashboard Menu>Scheduling>Scheduling Dashboard Add the Shift Tag Section if not already showing to the side of the Dashboard Do this by clicking the Utility ...
Scheduling Concurrent Shifts
There may be a situation where you want one caregiver to care for multiple clients at the same time and location (ex. two spouses). To schedule this, mark the shifts as "concurrent" and enter the number of clients that caregiver will be taking care ...
System Clock Out Alert
“System Clock Out Alert” This alert will let you and your scheduling staff know when SmartCare has automatically Clocked Out of a shift. This feature is triggered at midnight on the day of a shift; if your Caregiver fails to clock-out at the ...