To make the change to all future schedules for this Client/Caregiver, check " All Future Dates." Otherwise, select the last date the change should be applied to. Generations assumes only one day is being changed unless other wise indicated. Used to indicate what date range should be changed. To change the service, remove the check mark and select the appropriate service. To keep the service as originally scheduled, leave the checkmark in the " Keep Existing" box. Service The Service Code or bill rate associated with the Schedule.Please refer to the Multiple Payor Overview for additional information. "Self Pay" is the default and means that the Client is paying for your services. You can also select the appropriate Payor. Payor If a Service Order is associated with the shifts you are changing, and there is a Payor assigned to the Service Order, the Payor will be selected automatically.To change the Service Order, remove the check mark and select he appropriate Service Order. To keep the Service Order as originally schedules, leave the checkmark in the "Keep Existing" box. Service Order Only needed if a Service Order is associated with the shifts you are changing.The newly added Payroll Item and Rate are added to the Schedule dialogue and into the Caregiver's Payroll Items tab.Select an item from the Payroll Items Master List.Add Payroll Items and Rates on the fly:.Inactive Payroll Items are listed after active Payroll Items however, you cannot schedule with an inactive Payroll Item. Payroll Item Select the appropriate payroll item for the Caregiver.You can also select to update "All Caregivers " see below for further discussion. New Caregiver Select the new Caregiver, or, if not changing, select the existing Caregiver.This might be "Available Shift." You can also select to update "All Caregivers " see below for further discussion. Existing Caregiver Select the originally scheduled Caregiver.There are two ways to edit caregivers: first the existing caregiver and the new caregiver. This area indicates who the current caregiver is, plus the name and pay rate of the new caregiver. As with adding shifts, work from top to bottom. Use the Edit Schedules button to change shifts over a period of time. Make changes to other components (like Tasks, Wellness, etc.,) as desired.On the Daily, drag and drop to make changes.On the Grid, click on the yellow pencil to make changes.Audit Trail shows all changes made to the shift including the field changed, old value, new value, the user who made the change, and a timestamp.Caregiver Search opens Caregiver Search with shift parameters added for you.Require or review electronic signatures.Īt the bottom of the edit screen, there are several buttons.It may also mean replacing a Caregiver or adjusting the time or day of the shift. Editing a schedule makes changes to the existing schedule.
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