Carer Assigned Visits Report

This Report illustrates details of individual Tasks assigned to a Carer within the defined search period. The report includes the Billing details for each individual Task along with the scheduled details and actual details of what took place.

Tasks are broken down by Carer and then by individual Clients.

Search Parameters	Definition
Group	Allows you to search by Group
Carer	Allows you to search by Carer
Date From	Allows you to define the start date of the search period
Date To	Allows you to define the end date of the search period
Task Status	Allows you to search by the status of the Tasks
Payer Type	Allows you to search by the Client Schedule’s Payer Type
Department	Allows you to search by the Client Schedule’s Department as captured in the Billing Chart screen of the Scheduling Wizard
Contact	Allows you to search by Client Schedule Department Contact as captured in the Billing Chart screen of the Scheduling Wizard
Funding Category Type	Allows you to search by the Schedules Funding Category Type as defined on the last screen of the Client Schedule Wizard, i.e. Private/Generic/ Funded Service
Funding Category	Allows you to search by the Schedules Funding Category as defined on the last screen in the Client Scheduling Wizard, i.e. 65+,

Columns In Report	Data Displayed
Carer ID/Name	Carer’s ID Number and Name
Client ID/Client Name	Client’s ID Number and Name
Payer Type	Schedule Payer Type
Department	Schedule Department
Contact	Schedule Department Contact
Funding Category Type	Schedule Funding Category Type
Funding Category	Schedule Funding Category
Schedule ID	Schedule ID Number
Status	The Status of the Task
Task ID	Task’s ID Number
Group Task ID	Group Task ID Number
Service Date	Date the Task took place, or is scheduled to take place
Scheduled Time From	Scheduled start time for the Task
Scheduled Time To	Scheduled end time for the Task
Scheduled Total	Scheduled Duration of the Task
Actual Time From	Actual start time of the Task
Clock in Via	Clock in method (i.e. IVR, Plan Board or Automatic Attendance)
Actual Time To	Actual end time of the Task
Clock Out Via	Clock out method (i.e. IVR, Plan Board or Automatic Attendance)
Actual Total	Actual Duration of the Task
Scheduled Duration Total	Scheduled Duration for all Tasks within the search period will be totalled at the bottom of the Report
Actual Duration Total	Actual Duration for all Tasks within the search period will be totalled at the bottom of the Report