You can format the headers in the Home Screen table to best suit your requirements. Use the drag and drop facility to position your column headers in the desired order. Once you click Save Layout, the columns will always appear in the order you’ve set.
Helpful Hints – Home Screen Tips
1) You can use the Home Screen Alerts to make preparations for Carer/Staff Leave Time and assign required cover.
2) You can also use them to plan for Clients who are due to go Off-Service.
3) Budget forecasting can be measured against the Client Birthday Alerts as Clients may be migrated from one Funding Package type to another depending on their age (for example HCP +65)
4) Training sessions can be planned against the Training Expiry reminders
5) You can print and export all Alerts from this screen and use them as mini reports for forecasting and planning.
6) You can easily review all Unassigned Tasks and assign Carers where needed, so that no Tasks remain uncovered.