Home Care Agency Solutions from August Systems Private Duty Home Care Agency Benchmarking

Nurse Staffing Agency – Visit Wizard Tour
3. Weekly Schedule - Current

Scheduled employees grouped by order (RN, LPN, CNA, etc.) level, appear in left most column.

Facility names with shift hour start time, appear in the center of schedule. By double-clicking on any facility shift, that facility's entire weekly schedule appears.

 

A shift with a Yellow background is a Cancelled shift.

 

A shift with a Pink background is a Held shift.

 

A shift with a White background is OK and requires no further handling.

 

A shift with an Orange background needs further scheduling.

 

An employee's name in red text identifies someone who is scheduled to work more than 40 hours this week.
A date listed in red text is an agency-defined holiday.

 

Moves the schedule back or forward a week at a time.

 

Moves the schedule back or forward a day at a time.

 

Frees the selected shift from the currently scheduled caregiver, and turns the background color orange signifying scheduling action required.

 

Refreshes schedule changes and brings other Schedulers’ changes to your PC from the network.

 

Lists Available employees for a selected shift (a pick-window opens, revealing available employees in “best fit” order for easy scheduling).

 

Shows complete scheduling history with details of the selected shift, including staff changes, comments, status, time and/or date changes, along with date/time/person stamps for each change (changes are displayed in red).

 

Locks and unlocks the schedule so that staff schedulers can leave their PCs knowing no unauthorized schedule changes can be made. Click once to lock, click again and enter password to unlock the schedule.

 

Prints the weekly schedule for posting on staff bulletin boards. The schedule can be selected by Zone or by service discipline (from the Main Screen). Large agencies, with many staff schedulers, can print subsets of the entire schedule for easy management by different agency divisions.

 

Changes all shifts on the schedule to one of 3 colors. Dark Teal - the shift has had no changes since it was ordered. Yellow - the shift was originally ordered for a different caregiver. Green - the shift was not assigned to a caregiver when it was originally ordered.

 

Lists all facilities receiving services this week. By selecting a facility, all of those shifts are highlighted for easy access.

 

Allows scheduler to mark the shift as complete, by entering any changes in start/stop time, caregiver or service code. Once marked Complete shifts are picked up by Billing and Payroll Capture.

 

Allows scheduler to Change any shift details instantly as needed.

 

Takes you back to the Main Wizard Menu.

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