The following columns are illustrated on the To Confirm screen:
Column Name |
Icon Used / Colour Coding |
Description |
Select |
|
Allows you to select multiple records from the screen. |
Billing Status |
|
Indicates if a Task has a status of Not Confirmed or Billing Confirmed. If a Task is Not Confirmed, it will not be included in the Billing or Payroll. |
Punctuality |
|
Indicates if the actual Task duration is less than, equal to or greater than the scheduled duration. |
Attendance Type |
|
Displays the type of Attendance required for the Task. |
Task ID |
N/A |
Every Task created on the database is allocated its own unique ID number. This column displays the ID number assigned to this Task. |
Service Name |
|
Displays the name of the Service the Client is availing of. |
Expense |
|
Indicates that this is an Expense Record. |
Shadowing |
|
Indicates if this Task is a Shadowing Task. |
First Name |
N/A |
Displays the Client’s first name. |
Surname |
N/A |
Displays the Client’s surname. |
Time From |
N/A |
Displays Task start time according to the Schedule. |
Time To |
N/A |
Displays Task end time according to the Schedule. |
Carer |
N/A |
Displays the name of the Carer assigned to the Task. If this is blank, then the Task is Unassigned. |
Duty From |
N/A |
Displays the date and time that the Task actually began. If a Task has been Cancelled but Sent to Billing or Payroll this will appear Blank. |
Duty To |
N/A |
Displays the date and time that the Task actually ended. If a Task has been Cancelled but Sent to Billing or Payroll this will appear Blank. |
Duration Scheduled |
N/A |
Displays the scheduled duration of the Task. |
Time Actually Worked |
N/A |
Displays the actual duration of the Task. If a Task has been Cancelled but Sent to Billing or Payroll this will appear Blank. |
Billing Status |
N/A |
Displays the Billing Status of the Task, i.e. Not Confirmed/Billing Confirmed. |
Wage Hours |
N/A |
Displays the number of Hours that will be used to calculate the Carer’s Wage. |
Wage Amount |
N/A |
Calculates the Carer’s Wage based on the Carer’s Wage Rate for this Task, and the duration of the Task. |
Billing Hours |
N/A |
Displays the number of Hours that will be used to calculate the Billing of this Task. |
Billing Amount |
N/A |
Calculates the Client’s bill based on the Bill Chart for this Task, and the duration of the Task. |
N/A |
Displays the distance and travel time (as calculated by the system) between the Carer’s Home and the Client’s Home. This will only be calculated if both Profiles have their GPS coordinates saved in their Address section. Also, the Mileage From Home data will only be displayed if the distance/time is less than the Mileage From Office data |
|
Mileage From Office |
N/A |
Displays the distance and travel time (as calculated by the system) between the Office Address and the Client’s Home. This will only be calculated if both the Client Profile and the Office Address have GPS coordinates saved on the system (Office coordinates can be saved in the Office Setup screen). Also, the Mileage From Office data will only be displayed if the distance/time is less than the Mileage From Home data |
Wages Updated By |
N/A |
Displays the name of the User who made a manual update to each individual Task when confirming the Billing/Payroll. (Will remain blank if no manual updates were carried out) |
Wages Updated At |
N/A |
Displays the time and date that the User made a manual update to each individual Task when confirming the Billing/Payroll. (Will remain blank if no manual updates were carried out) |
Office |
N/A |
Displays the name of the Office that the Client is associated with. |
Confirmed By |
N/A |
Displays the name of the User who confirmed the Billing/Payroll for individual Tasks. |
Confirmed At |
N/A |
Displays the date that the User confirmed the Billing/Payroll for individual Tasks. |
Wage Hours Sum |
N/A |
Displays the total number of Wage Hours. |
Wage Amount Sum |
N/A |
Displays the total Wage Amount. |
Billing Hours Sum |
N/A |
Displays the total number of Billing Hours. |
Billing Amount Sum |
N/A |
Displays the total Billing Amount. |