Updates for Caregivers, Re-Assessment, People Search Box, and Telephony

1. Sending ‘No Show Alert SMS’

Caregivers will get SMS alert as well as an Email if they have missed the Clock in.

Admin will go in “Main” Office Settings and will click on “Send No Show Alert to Caregiver”. This results in sending an email to the caregiver.

To send SMS as well, Admin will go to “Configuration” in “Office Settings” and will click on “No Show Alert- SMS Configuration”

Note: – To have a text message sent, the Admin MUST complete the second step

2. Log of the missing clock in E-mail

Agency Users will be able to see the log of Missing Clock-in emails sent to the respective caregiver. This log will be shown in ‘Email Log section’ in Caregiver’s profile along with the log of all other e-mails sent to a particular Caregiver.

Note: – Steps to get to the log are: Caregiver>Caregiver Profile>Task &Communications.

3. Showing [U] in caregiver web portal

If Caregiver has created an unavailability time, s/he can see this in his/her calendar with the [U] icon, and that unavailability time would be indicated in brown.

4. Compliance Alert Email/SMS to caregiver

The system will now send Email and SMS Alert to a Caregiver 30 days before the expiration date of any compliance item (license or certification). Admin/ Agency Users having access to Office settings can Switch ON the service by clicking on “Send Email/SMS Notification to the caregiver(s) when their compliance expiration date is nearing”.

Note:- To make sure the SMS goes out, it is important to configure SMS Services Under Admin Settings > Configuration Management > Configure SMS Services.

5. Updating multiple tasks in one step at the time of check out

The caregiver can select multiple (or all) tasks and update them in one step from the Web portal as well as from Android and iOS application

6. Preventing Telephony clock in/out outside of thresholds

Now, Caregivers are not allowed to clock in and clock out when they are out of threshold times. If Agency User have Switched ON ‘Do not allow Caregiver(s) to Clock-In/Clock-Out outside of threshold times’ in Office settings.

1. Option to enter ‘n’ days/months in ‘Re-assessment After’

Agency User with rights to access ‘client section’ will be able to enter ‘n’ days or months in ‘Re-assessment After’ field.

2. Adding Power of Attorney as Canada specific Term

Canadian Users can select Power of Attorney type from the drop-down having below options under the head of “Durable Power of Attorney”

i. Power of Attorney for Personal Care

ii. Power of Attorney for property (Continuing)

iii. Power of Attorney for property(non-continuing).

3. Rates: Remainder Payer

The client will now be configured as the Self- Pay ‘Remainder’ payer by default.

4. Client’s Emergency Contact’s phone number in the emergency contact section

In the emergency contact section of Client’s profile, Agency User can see Client’s emergency person’s contact number as one of the grid columns.

Note: – At the time of Adding Emergency Person’s contact number, it should be set as primary to show up under the head of Phone number in the Grid Column. Otherwise, rest of the details will be shown under respective heads except Phone number.

5. Previously scheduled shifts will reflect updated tasks if the assessment gets updated and completed

When an assessment is updated and completed to become a new care plan, the previously created schedules will reflect the updated information.

1. Search People’

A search bar will be given on the top of the Home Screen of Admin/ Agency User portal. Agency User can type the name of the person he wants to search. Clicking on the name will route the Agency User to the person’s profile section.

2. Add Quick Schedule

A “Quick Schedule” link will be provided in the scheduling module on the left menu to facilitate adding schedules without having to go into the individual client or caregiver profiles.