Caregiver Compliance Reports

Caregiver Compliance Report Suite Closed

The table below lists a suite of reports designed to view and analyze Caregiver Compliance data on the HHAeXchange system. Report descriptions provide a summary for each. To access the Caregiver Compliance Report suite, go to Report > Caregiver > Compliance.

Report	Description
Caregiver Compliance General (V2)	This report shows the current compliance status of all Caregivers as well as Non-Compliance Items for Caregivers who are out of compliance.
Caregiver Non-Compliant History	This report provides a high-level view of Caregivers who were non-compliant within a defined period.
Criminal Background Check	This report is used to search Caregivers’ Criminal Background Status.
Deleted Medicals/Other Compliance Items	This report displays Medical and/or Other Compliance Item(s) which have been deleted from a Caregiver’s Compliance page. This report provides the User (name) who deleted the information as well as the time and date of deletion.
I-9 Expiry Report	Used to forecast all employees with an expiring I-9 document within the selected time frame. Use the filters to generate a report for a specific Caregiver Type, Status, selected Discipline(s), and if to include Caregivers with missing 1-9 documentation.
In-Service Attendance Sheet	Generates a roster of Caregivers scheduled for an In-Service which serves as an Attendance Sheet used for the Caregivers to sign in/out of a class.
In-Service Due	Displays Caregivers who have not met the specified In-Service hour quota for the specified period. This report can be run for a single Caregiver Type, Status and/or Discipline.
In-Service Certificate	This report enables one to print out completion certificates for participating Caregivers for a selected In-Service.
Medical/Other Compliance Items Due	This report allows Users to search for Compliance Items which are due, overdue and completed. Note: Generates as an Excel spreadsheet.
Missing Medicals/Other Compliance Items	This report is generated to determine if any Medicals/Other Compliance Items for the selected Office(s) are missing from the Caregiver Compliance page.