Broadcast Dashboard

Reference Table Management: Broadcast Reject Reason Closed

A reason is sent for rejected shifts. A Broadcast Reject Reason dropdown is available using the Reference Table Management function to create and manage Broadcast Rejection Reasons on open shifts. For more information see the Reference Table Management topic.

Single Shifts View Closed

The image below illustrates a Single Shift view under Action > Broadcast Dashboard, providing search filters associated with single shifts. Select the Single Shifts radio button to access this view.

The following criteria apply to the results on this dashboard:

Broadcast is not Revoked
Visit Date is Current or Future Date
Visit is not Confirmed
Visit is not Billed

The total number of open shifts and the total number of shift requests are provided and summarized above the results grid. Each result includes information as described in the following table (one row, per Patient, per open shift).

Column	Description
Expand/Collapse	Click the + / - box to expand or collapse shift details.
Date of Broadcast	The date of the shift.
Patient	Patient Name. Click the link to access a summary pop-up and to go to the Patient Calendar.
Coordinator	Patient Coordinator.
Visit	Visit scheduled time. Click the link to access the Visit Edit details pop-up.
Discipline	Discipline of the Service Code scheduled.
Contract	Primary Contract for the visit.
Address	Patient’s Address. Click the link to open the pop-up and go to Google Maps for this location.
Phone	Patient’s Home Phone. Hover over the phone number link to show additional phone numbers for the Patient to include Emergency Contact.
Request Count	Hover over the Requests link to access Patient Preferences to include Primary and Secondary Language, Preferred Gender, and other preferences. Click the link to access the Caregiver’s Preferences.
Status	Indicates the Status of the Open Shift: Requested: At least one Caregiver has requested the shift. No Requests: No Caregiver has requested the shift.

If a Caregiver has requested an Open Shift, the records are illustrated underneath the Open Shift. Click the + / - box to expand/collapse the details. Each line item is described in the table underneath the image.

Column	Description
Expand/Collapse	Click the + / - box to expand or collapse shift details.
Caregiver	Name of the Caregiver and Code (in parentheses) requesting the shift. Click the link to access the Caregiver’s Profile pop-up.
Requested	The Date and Time the Caregiver submitted the request.
Employment Type	Caregiver disciplines as noted in the system.
Hours	The Caregiver’s hours for the Payroll Week of the selected date. The system uses the Weekly Hours which are shown on the Caregiver’s Calendar. This value varies depending on the date of the Open Shift.
Address	Caregiver’s Address. Click the link to open the pop-up and go to Google Maps for this location.
Phone	Caregiver’s Home Phone. Click the link to show additional phone numbers for the Caregiver to include Emergency Contact.
Preferences	Hover over the Preferences link to access Caregiver Preferences to include Languages and other preferences. Click the link to access the Caregiver’s Preferences.
Assign / Reject	Each row has an Assign (green) and Reject (red) button for Coordinators to assign Open Shifts. To assign or reject a shift, users must have Edit Schedule permissions.

These line descriptions also apply to Master Weeks view.

Assign a Shift Request Closed

To assign a shift request, go to Action > Broadcast Dashboard and search for the request. Select the + / - box on a shift in the search results to expand and collapse the details.

When selecting , the system attempts to match all Broadcast criteria with the Caregivers who have requested the shift. If a Caregiver Request does not match the Broadcast, a message is generated informing the user of the mismatch. On the confirmation:

Select the OK (button) to open the Edit Visit window.
Select the Cancel (button) and the confirmation window closes and returns the user to the Broadcast Dashboard with no action taken.

The Visit window opens to the Visit Schedule tab with the selected Caregiver. The Broadcast icon appears unavailable and the schedule Start Time, End Time, and Caregiver fields are uneditable. Click the Save button to proceed.

If the Caregiver is scheduled successfully (Assigned), then a confirmation is sent to the Caregiver through the Mobile App with visit details (Date, Times, Address, etc.). Then all other requests are rejected with the Default Reject Reason and returns the user to the Shift Request page. The accepted shift is removed from the Open Shifts.

The system does not save if the Caregiver cannot be scheduled or if Cancel is selected which routes the user back to the Shift Request page.

Reject a Shift Request Closed

Go to Action > Broadcast Dashboard and search for the shift. Select the + / - box to expand/collapse the details.

When selecting , the selected row is removed, and the Rejection Reason window opens. If all rows are rejected, then the Caregiver Requests grid is removed and the Status switches to No Requests.

Once a Patient visit begins, a rejection message is automatically issued to all Caregivers who have requested this visit, with the default Rejection Reason such as Shift no longer available.

Master Weeks View Closed

The image below illustrates a Master Weeks view under Action > Broadcast Dashboard, providing search filters associated with Master Week shifts. The following criteria apply to the results on this dashboard:

Broadcast is not Revoked
End Date of Master week is either blank, Current Date or Future Date.

Above the results grid, the Total (Number) of Open Master Weeks and the Total (Number) of Master Week Requests is summarized.

Each line item contains information as described in the following table.

Column	Description
Date	The Master Week date range.
Patient	Patient Name. Click the link to access a summary pop-up and to go to the Patient Calendar.
Coordinator	Patient Coordinator.
Visit	Scheduled Master Week visits. Hovering over the visit link provides a quick-glance view (such as Pay Code, POC, Primary Bill To and Service Code).
Discipline	Disciplines based on the Service Code scheduled on all Master Week shifts.
Primary Payer	Primary Payer for the visit.
Contract	Primary Contract for the visit.
Address	Patient’s Address. Click the link to open the pop-up and go to Google Maps for this location.
Phone	Patient’s Home Phone. Click the link to show additional phone numbers for the Patient to include Emergency Contact.
Requests	Hover over the Requests link to access Patient Preferences to include Primary and Secondary Language, Preferred Gender, and other preferences. Click the link to access the Caregiver’s Preferences.
Status	Indicates the Status of the Open Master Week: Requested: At least one Caregiver has requested the shift. No Requests: No Caregiver has requested the shift.

Caregivers who have made a Master Week request are listed underneath the Open Master Week, as illustrated in the image below. Click the + / - box to expand/collapse the details. Refer to the Caregiver Single Shifts View table for the descriptions to each line item.

The Caregiver’s hours based on the current Master Week schedule. The system uses the existing Master Week Hours on the Caregiver’s Master Week Report under Caregiver Profile > Calendar > Caregiver Master Week.

Assign a Master Week Request Closed

Go to Action > Broadcast Dashboard and select the Master Shifts radio button. Search for a shift, then click the + / - box to expand/collapse the details.

When selecting , the system attempts to match all Broadcast criteria with the list of Caregivers who requested the Master Week shift. If a Caregiver Request does not match the Broadcast, a message is generated informing the user of the mismatch. On the confirmation:

Select the OK (button) to open the Edit Master Week window.
Select the Cancel (button) and the confirmation window closes and returns to the Broadcast Dashboard with no action taken.

The Edit Master Week window opens with the selected Caregiver. The Broadcast icon becomes unavailable and the schedule Start Time, End Time, Caregiver, the Master week From and To Dates as well as the Copy Master week link and Hours link are not editable. Click the Save button to proceed.

If the Caregiver is scheduled successfully (Assigned), then a rollover of the same Master Week (based on the settings of the Master Week) is applied. A confirmation is sent to the Caregiver via the Mobile App with details (Date, Times, Address, etc.). All other requests are rejected with the Default Reject Reason and returns the user to the Shift Request page. The accepted shift is removed from the Master Weeks Open Shifts.

If a Caregiver’s Master Week Request is approved during a current Master Week shift, then the Caregiver is assigned to begin the assigned shift at the beginning of the next whole shift; partial shifts are never assigned.

The system does not save if the Caregiver cannot be scheduled or if Cancel is selected which routes the user back to the Shift Request page.

Reject a Master Week Request Closed

Go to Action > Broadcast Dashboard and select the Master Shifts radio button. Search for a shift, then click the + / - box to expand/collapse the details.

When selecting , the selected row is removed, and the Rejection Reason window opens. If all rows are rejected, then the Caregiver Requests grid is removed and the Status switches to No Requests.

Once a Master Week has ended, a rejection message is automatically issued to all Caregivers who have requested the Master Week, with the default Rejection Reason such as Shift no longer available.

Send a Broadcast Closed

Broadcasting functions found under Action > Broadcast Dashboard operate similarly for Single Shifts and Master Weeks, although opportunities to Broadcast vary slightly. While Single Shifts have the broadcasting functionality available throughout the system, a Master Week has the Broadcasting functionality only on the editing page.

Complete the following steps to broadcast a shift from the Broadcast Dashboard.

Go to Action > Broadcast Dashboard and search for the shift.
Select the + box to view shift details.
Click the patient name. The patient page appears.
From the Calendar section of the page, click the visit time link.
A Broadcasting icon appears near the Caregiver Name field.
Select the Broadcasting icon to either Quick Broadcast or select Matching Caregivers.

The following conditions must be met for the Broadcast icon to be available:

Single Shifts	User has the Broadcast Open Case permission enabled Visit date must be either the Current Date or Future Date only Visit is not Confirmed Visit is not Billed
Master Week	User has the Broadcast Open Case permission enabled The Master Week End date is not a past date. Either the Master Week’s End Date is Blank, or has a Current or Future Date only.

When attempting to create a Broadcast for a previously broadcast shift (duplicate), an alert is created to notify you that the same shift has already been created by another user. In this case, refresh the page and create another broadcast for a different shift.