The Client Weekly List Report provides details in relation
to Active Clients on the system and displays all of the Hours Worked and
Scheduled (relevant to the search period), broken down by the Schedule’s
Funding Category.
Its important to note that only one record will appear for
each client.
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Columns In Report
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Data Displayed
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S No
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Number generated in the report simply for listing purposes: not to
be confused with Client ID
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HSE or Other Client
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Department linked to Schedule, as captured in the Department
drop down field in the Client Scheduling Wizard in the Billing Chart screen.
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Core
CP
Private
Mixed
|
Schedule’s Funding Category, as
captured in the Funding Category field on the last screen of
the Scheduling Wizard:
* Core = Generic
* CP = Funded Service
* Private = Private
* Mixed = Where Clients have multiple Schedules with different Funding
Categories
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Age Category
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Age of the Client in Years
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Over/Under 18
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Illustrates whether the Client is Over or Under 18
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Client Category
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Illustrates the Clients Schedule Funding Categories
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Client Name
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Name of the Client
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Client Address
|
Client’s Address
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Area
|
Client’s Town
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Area Manager/Trainer
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Client’s Supervisor
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Approved Hours
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Total Hours Approved
|
Total of all Approved Hours as captured in
the Client Profile on the Contract screen under the HSE Budgets section for:
·
Funding Service Hours
·
Generic Service Hours
·
Private Hours
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Care Package Hours
|
Hours recorded in the Client Profile in the
Contract Screen under the HSE Budget for Funded Services
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Core Hours
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Hours recorded in the Client Profile in the
Contract Screen under the HSE Budget for Generic Carer Services
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Private Hours
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Hours recorded in the Client Profile in the
Contract Screen under the HSE Budget for Private Services
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Total Hours
|
Total of all Approved Hours as captured in
the Client Profile on the Contract screen under the HSE Budgets section for:
·
Funding Service Hours
·
Generic Service Hours
·
Private Hours
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Domestic Duties Hours
|
The number of Hours scheduled under the
Category Type Domestic on the last screen of the Client
Scheduling Wizard
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Personal Care Hours
|
The number of Hours scheduled under the
Category Type Personal Care on the last screen of the
Client Scheduling Wizard
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Dual Hours
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The number of Hours scheduled under the
Category Type Dual Hours on the last screen of the Client
Scheduling Wizard
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Total Hours
|
Total number of Hours scheduled as Domestic,
Personal Carer, and Dual on the last screen of the Client
Scheduling Wizard
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Delivered
Hours By Funding Category
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Care Package
|
Completed and Confirmed hours recorded for
the selected search period where the Funding Category is Funded Service
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Hours
|
Completed and Confirmed hours recorded for
the selected search period where the Funding Category is Generic Carer
Service
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Private
|
Completed and Confirmed hours recorded for
the selected search period where the Funding Category is Private
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Total
|
Total number of All Completed and Confirmed
hours for the selected search period regardless of Funding Category
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Delivered Hours By Category Type
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Domestic Duties
|
Completed and Confirmed hours recorded for
the selected search period where the Category Type is Domestic
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Personal Care
|
Completed and Confirmed hours recorded for
the selected search period where the Category Type is Personal Care
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Dual
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Completed and Confirmed hours recorded for
the selected search period where the Category Type is Dual
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Total
|
Total number of Completed and Confirmed
hours for the selected search period, regardless of their Category Type
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Client Contact Information
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Client Phone
|
Client’s Phone Number as captured in
the Client Profile
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DOB
|
Client’s Date of Birth
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Age
|
Client’s Age
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Start Date
|
Date the Client first started to receive
service. Populated by the Service Started Date
as captured on the main Client Profile screen
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Key Held
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If the Key Holder field
in the General Info screen of the Client Profile is populated then this will
appear as Yes. If blank, it will appear as No
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Key Holder 1
|
Name of the Key Holder as captured in the Name
field in the General Info screen on the Client Profile
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Key Holder 2
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Name of the Secondary Contact as captured
in the Contact screen on the Client Profile
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