When we are creating a Schedule on a Client Profile and Assigning the Schedule to a particular Carer, within the Client Scheduling Wizard we have the option to mark these Assigned Hours as “Shadowing Hours”.
The purpose of Shadowing Hours is to all you to Schedule Hours to Carers where they will effectively “Shadow” another Carer, perhaps for training purposes and the organisation does not wish to Bill the Client for these Shadowed Hours, but is still required to pay Carer’s for attending these hours.
This Report allows you to view all Scheduled Tasks where the Shadowing Hours checkbox has been checked in the Scheduling Wizard, as illustrated above.
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Important Note: It’s extremely important to notes that any Tasks completed that have the Shadowing Hours checkbox check are not included in Billing and you will not be able to generate invoices for these hours. |
Search Parameters |
Definition |
Groups |
Allows you to search by Group |
Department |
Allows you to search by the Billing Department of the Schedule (as captured in the Billing Chart screen of the Scheduling Wizard) |
Contact |
Allows you to search by Department Contact (as captured in the Billing Chart screen of the Scheduling Wizard) |
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 |
Carer |
Allows you to search by individual Carers |
Status |
Allows you to search on Completed/Active/Deleted Schedules |
Columns In Report |
Data Displayed |
Carer ID/Carer Name |
Carer’s ID Number and Name |
Supervisor Name |
The Name of the Carer’s Supervisor |
Client ID/Client Name |
Client’s ID Number and Name
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Client Address |
Illustrates the Client’s Address |
Category |
Illustrates the Funding Category as captured in the Client Schedule |
Service Name |
This is the Service Name linked with the Schedule |
Visit Date |
Date the Task was scheduled to take place |
Scheduled Visit |
Task ID Number |
Scheduled Hours |
Number of hours scheduled for each Task |
Performed Hours |
Number of hours worked for each Task |
Scheduled Visits Total |
Total number of Scheduled Tasks for each Client |
Scheduled Hours Total |
Total number of Scheduled Hours for each Client |
Performed Hours Total |
Total number of hours worked for each Client |
Total Scheduled Shadowed Visits |
Total number of Scheduled Tasks which were marked as Shadowing Visits in the Scheduling Wizard |
Total Scheduled Shadowed Hours |
Total number of Scheduled Hours which are marked as Shadowing Visits in the Scheduling Wizard |
Total Performed Hours |
Total number of Worked Hours which are marked as Shadowing Visits in the Scheduling Wizard |