Caregiver Reports Definitions

Caregiver Reports Definitions

Report Name

Path

Definition

In Service Attendance Sheet (Ent)

Report > Caregiver > Compliance (Ent)

Provides a list of the Caregivers scheduled for an in-service. Used for the Caregivers to sign in/sign out of a class.

In-Service Certificate

Report > Caregiver > Compliance (Ent)

Selecting this report provides the ability to search for and select an In-Service, as well as print out completion certificates for Caregivers which have attended the selected in-service.

Caregiver Medical Due (New)

Report > Caregiver > Compliance (Ent)

List of Caregiver compliance medicals that are missing, expired, or due within the specified time frame. The option is available to limit the results to a specific Medical Status, Caregiver Type, Status and Team, as well as list specific Medicals and/or Caregiver Disciplines.

Caregiver General Compliance V2

Report > Caregiver > Compliance (Ent)

This report shows the current compliance status of all Caregivers. If the Caregiver is out of compliance, then the non-compliant item(s) are displayed. This report can be run for a single Contract, Caregiver Type, and/or Caregiver Status.

In Service Due

Report > Caregiver > Compliance

Displays Caregivers that have not met the specified In-service hour quota for the specified period. This report can be run for s single Caregiver type, status and/or Discipline.

I-9 Expiry Report

Report > Caregiver > Caregiver Compliance (Ent)

Used to forecast all employees having an expiring I-9 document within the selected time frame. Refer to Admin->I-9 Compliance for required documents that the report considers. This report can be run for a specific Caregiver Type and/or Status. In addition, the user can select the Discipline(s) for which to run the report and select if the report should include Caregivers for which the I-9 is missing.

In Services by Caregiver (Ent)

Report > Caregiver > Caregiver Compliance (Ent) > In Services by Caregiver (Ent) search > View Report button

Displays all In Services for a single Caregiver with the specified time frame.

Print Caregiver Compliance

from Caregiver > Compliance tab > Print Compliance link

List of Caregivers and their compliance status, which considers all Agencies compliance criteria such as I-9, evaluations and medical.

Criminal Background Check

Report > Caregiver > Caregiver Compliance (Ent)

This report can be used to search the criminal background status of Caregivers. Used mainly to find temporary Caregivers.

Missing Medicals/Other Compliance Items Report > Caregiver > Compliance This report can be run to determine if any Medicals/Other Compliance items for the selected Office(s) are missing from the Caregiver Compliance page.

In Service by Quarter

Report > Caregiver > Compliance (Ent)

Designed for agencies tracking the in-services by quarter, this report displays the number of hours completed by each Caregiver for the specified 1-year period. Report can be run for all Caregivers, or just employees or applicants. In addition, this report can be run for a specific employee or applicant status.

List of Evaluations (Legacy)

Report > Caregiver > Compliance (Ent)

Legacy Compliance Report. Lists all Evaluations for a Caregiver and expiration dates.

Caregiver Compliance Compliant (Legacy)

Report > Caregiver > Compliance (Ent)

Legacy Compliance Report. Lists of all Caregivers who are Compliant at the moment.

HHA/PCA State Registry

Report > Caregiver > Compliance (Ent)

Lists Caregivers with missing state registry number but confirmed on at least one visit within the selected time frame.

Medical List

Report > Caregiver > Compliance (Ent)

List of medicals for each Caregiver within the specified time frame. This report may be run for a single Caregiver and/or for specific medicals.

Skilled Compliance Report

Report > Caregiver > Compliance (Ent)

Lists all Caregiver Compliance subject that expire during the selected time frame. If a subject has no expiration date for a Caregiver, then it displays as missing for that subject.

Note: If the "No Car" option is checked for a Caregiver, the subject Automobile insurance expiration date does not show up in the report.

Temporary Caregivers > 30 Days

Report > Caregiver > Compliance (Ent)

Lists the Caregivers for which their criminal background check was submitted over 30 days from their hire date.

Temporary Caregivers

Report > Caregiver > Compliance (Ent)

Lists all Caregivers with an Active Status, but whose criminal background Status is either Submitted, Resubmitted, or not set. Note: This report includes only Caregivers with hire dates after 01/04/2005 OR without a hire date.

List of Caregivers (Ent)

Report > Caregiver

This report displays a list of Caregivers with the option to select from many Caregiver attributes for display and other sorting options.

List of Applicants/Caregivers

Report > Caregiver

List of Caregiver applicants or employees that have the selected status within the selected time frame. This report can be run for a single Discipline.

Caregiver by Contract

Report > Caregiver

Designed to show all Caregivers that are working for each contract within the specified timeframe. This report may be run for a single contract.

Caregiver Status Change History

Report > Caregiver

List of Caregivers that had a change in status during the specified date range. This report can be run for a specific old and/or new status, and/or status change reason. The report can also be run for only scheduled or completed changes, or both. The results of this report can be grouped by month or status change reason, if desired.

Pay Stub

Caregiver >Pay Check page > PRINT button

This report displays a Caregiver's pay stub for a selected payroll batch, or paycheck register based on a selected visit date range.

Pay Check Register

Caregiver > Pay Check page > Register View radio button > PRINT button

Create a printable version of the Caregiver's paycheck information for the visit date range specified in the register view search.

Caregiver Profile

Caregiver > Profile > PRINT PROFILE button

This report displays detailed profile information, including the information contained in the Caregiver's demographics, employment, address, emergency, and notification preferences pages.

Caregiver Profile

Report > Caregiver > Caregiver Profile > select caregiver(s) and View Report

This report displays basic profile information for selected Caregiver(s) from a Caregiver search. The most recent medicals and evaluations are included, as well as all in-services for the last 12 months. If the user has access to the Caregiver's social security number, the report can be customized to show either the complete number or last four digits.

Caregiver Calendar

Caregiver > Calendar > PRINT button

This feature provides a PDF of the Caregiver's calendar for the current month, with a header containing basic profile information.

Caregiver Masterweek

Caregiver > Calendar page > Caregiver Masterweek link

Shows the weekly schedule for the Caregiver based on Patients' schedules with the Caregiver in their master week.

Caregiver Notes

Report > Other Report > Caregiver

Lists the details for all Caregiver notes entered during the specified time frame.

List of Caregivers Hired

Report > Other Reports > Old DOH

List of Caregivers hired during the time frame specified. Includes basic demographic and profile information.

Caregiver Availability Report

Action > Availability > VIEW REPORT button

Lists Caregivers who meet the criteria specified and are available to work during the specified week, including demographic and schedule information.

Caregiver With No Schedule

Report > Caregiver

This report provides a list of Caregivers that have schedule opening within the specified dates. This report may be run for a single Caregiver Discipline.

Absences

Report > Caregiver

Lists Caregivers absent during the time frame specified, including absence type, pay rate and whether the absence was coded as benefit time.

Caregiver Mailing List Labels

Report > Other Reports > Caregiver

Creates mailing labels for selected Caregivers.

Languages Spoken by Caregiver

Report > Caregiver

Displays Caregivers who speak the specified language.

Rate Expiry Report

Report > Caregiver

List all pay rates that are expiring during a selected time period. Service codes are displayed by Discipline and by Caregiver.

Missing Medicals

Report > Caregiver > Caregiver Compliance (Ent)

This report displays missing medicals, based on the date entered. User can select the medicals to be checked.

Caregiver and In Service Letter

Report > Other Reports

This report searches for in-services between the dates provided, and a list of in-services is displayed. From the search results, the user can select an in-service; a standard Notice of In-service Training letter is printed for each Caregiver scheduled to attend the In-service selected.

Caregivers Working More Than 16hrs Per Day

Report > Other Reports

This report displays scheduled visits with a Caregiver (on an hourly rate) that are greater than 16 hours, based on scheduled start and end times. There is an option to include/exclude billed visits.