Column Name

Icon Used / Colour Coding

Description

Select

Allows the user to select multiple Tasks from the Plan Board and carry out certain actions involving these Tasks.

Client At Risk - Task Delayed

Icon Flashes on the Plan Board when a High Priority Client Task is Delayed. This can be disabled on the Office Setup screen.

Call Given

Allows you to indicate where you have phoned a particular Carer in relation to their Scheduled Tasks for that day.

Notes

Indicates that a Note has been captured on this Task.

Task Status

Displays the current status of each Task.

Covered Clients

Indicates that a particular Task is to include a Non-Primary Client as well as a Primary Client. When you create a Client’s Schedule, you have the option to include a Non-Primary Client, thus linking two Clients together.  For example, husband and wife.  So the Carer will visit the one house, but two Clients will avail of this service.  Note it is only possible to bill the Primary Client for the Task.

Flexible Timings

Indicates that the scheduled time does not have to be strictly adhered to.  Once the Carer clocks in during that day, the Task Status will be set to In Progress and then Completed upon the Carer clocking out.

Attendance Type

Indicates the Attendance Type required for the Task in question, i.e. Automatic or IVR.

Client Priority

Displays the Client Priority Level as set in a Client’s Profile.  Green means Low Priority; Red means High Priority; Yellow means Normal Priority.

Flag

Indicates to the user that there is a Flag on this Client’s Profile.  For example, a Flag might warn that a Client has a dog. If multiple Flags have been recorded, then the number will be displayed (for example, a 3 will appear if three Flags have been added).

Assignment Type

Displays how a Carer has been assigned to the Tasks.  For example:

 = Carer was assigned manually

 = Carer was assigned via List View

 = Carer was assigned via the Rota Assignment screen

Task ID

N/A

Every Task created on the database is allocated its own unique ID number. This column displays the unique ID number assigned to this Task.

Task Group

N/A

When more than one Carer is assigned to a Task, it becomes a Group Task.  This column displays the ID number of the Group Task.

Service Name

Colour Coded

Displays the name of the Service the Client is availing of as defined in the Client Scheduling Wizard.

First Name

N/A

Displays the Client’s first name.

Surname

N/A

Displays the Client’s surname.

Client Phone Type

Displays the type of phone number saved on the Client’s Profile.  If there is no phone number saved, this column will inform you.

Client Phone

N/A

Displays the Client’s phone number.

Client Supervisor

Displays the name of the Client’s Supervisor as captured in the Client Profile.

Time From

N/A

Displays the Task start time according to the Schedule.

Time To

N/A

Displays the Task end time according to the Schedule.

·         In the event that the Caregiver has exceeded the scheduled duration with a client the Time To column will be highlighted in turquoise.

·         In the event that the Caregiver has spent less that the scheduled time with the client the Time To column is highlighted in green.

Service Day

N/A

Displays the day the Task is scheduled for.

Carer

N/A

Displays the name of the Carer assigned to the Task.  If this is blank, then the Task is Unassigned.

Carer Phone Type

Displays the type of phone number saved on the Carer’s Profile.  If there is no phone number saved, this column will inform you. 

Carer Payroll

N/A

Displays the Carer Payroll number as saved in the Carer Profile.

Carer Phone

N/A

Displays the Carer’s phone number.

Carer Supervisor

Displays the name of the Carer’s Supervisor as captured in the Carer Profile.

Status

Indicates the status of the Task

Status Time

N/A

Displays the time that the last status update occurred (e.g. when the status was changed from Assigned to Completed.

Status Updated By

N/A

Indicates who the status was updated by.  If a system User has completed the Task on InnovaCare, then their name will appear.  If a Carer completed the Task by clocking out via IVR, then their name will appear.  If the status was updated to Delayed because the Carer never clocked in, then the update will be attributed to the “System”.

Status Notes

N/A

Displays any extra notes that need to be observed in relation to the Task. These Status Notes are updated by the application automatically, meaning you don’t have to record them manually. However, you can add Notes when carrying out an action against a Task from the Plan Board and these Notes will be displayed in this column, replacing the Default Note which is updated by the system.

Status Reason

N/A

Displays the reason for a status update. Please note, not all statuses will have a Status Reason displayed in the column.

For example if the user selects Carer Leave type as “Holidays”, the Status Reason column will show “Holidays” on the Plan Board for any effected tasks.

Caller ID

N/A

Displays the phone number used when the Carer was clocking in/out of a Client’s home. If the number matches the number saved in the Client’s profile, this will be highlighted in Green.

Duty From

N/A

Displays the date and time that the Task actually began.

Duty To

N/A

Displays the date and time that the Task actually ended.

Clocked In By

N/A

Displays who the Carer was clocked in by.  If this was done manually via the InnovaCare platform, it will display the name of the User. If this was done by the Carer via the IVR, it will display the name of the Carer.

Clocked Out By

N/A

Displays who the Carer was clocked out by.

Clock In Updated By

N/A

Displays the name of the User or Carer who actually clocked the Task in.

Clock Out Updated By

N/A

Displays the name of the User or Carer who actually clocked the Task out.

Clock In Caller ID

N/A

Displays the phone number used to clock in.

Clock Out Caller ID

N/A

Displays the phone number used to clock out.

Working Hours

N/A

Displays the scheduled duration of the Task.

Worked Hours

N/A

Displays the actual duration of the Task based on recorded Clock In/Out times.

Punctuality

N/A

Indicates if the Carer has worked more than or less than the scheduled time.

Funding Type

N/A

Displays the Funding Type of the overall Schedule that the individual Task is part of, as captured in the Client Scheduling Wizard.

Funding Subtype

N/A

Displays the Funding Subtype of the overall Schedule.

Category Type

N/A

Displays the Category Type of the overall Schedule.

Address 1

Address 2

Town

County

N/A

These columns display the Client’s home address.

Service Date

N/A

Displays the date that the Task is scheduled for.

Office

N/A

Displays the name of the Office that the Client is associated with.

Family Code

N/A

If the Client has been allocated a family code in their Client Profile, then this will appear here.

Activities

N/A

Displays all Service Activities associated with the Client’s Service Schedule.

Client PIN

N/A

Displays the Client’s PIN number.

Carer Email

N/A

Displays the Carer’s email address.

Clinical Oversight Nurse

N/A

Displays the Client’s Clinical Oversight Nurse, if captured on the Health Info screen in the Client Profile.

Client Group

N/A

Displays the name of the Group the Client is linked with (if any).

Total Records

N/A

Displays the total number of Tasks currently on the Plan Board.