Dawn Stoker covers daily housekeeping and administration tasks that care providers should keep on top of every day to ensure they remain compliant, enable carers and clients to be paid and billed correctly, monitor what's happening inside their organisation, and track if safe and effective care is consistently delivered, focussing on:
- Differentiating between why bookings become incomplete versus unconfirmed
- Understanding the financial implications of not keeping on top of incomplete and unconfirmed bookings
- Configuring your roster thresholds per-team to control what you deem acceptable when checking in/out
- Enabling automatic confirmation to enable your environment to monitor your carers' visits automatically
- Using the booking colours on the roster to build an overview of what housekeeping tasks remain
- Completing up to 100 incomplete bookings in bulk from the Bookings screen
- Identifying why bookings become unconfirmed
- Confirming up to 100 unconfirmed bookings in bulk from the Bookings screen
- Finding your recent alerts on the Dashboard screen
- Understanding what triggers different types of alerts
- Differentiating between acknowledging and resolving alerts
- Understanding why alerts automatically resolve themselves
- Acknowledging multiple alerts in bulk
- Filtering alerts by acknowledgement status to find alerts more conveniently
- Reconciling missed tasks and missed medications on behalf of your carers
- Differentiating between missed and alertable tasks and medications
- Customising the task completion statuses available in your environment
- Reviewing notes with possible unprofessional, insensitive, rude, disrespectful, or profane words
- Creating notification groups to receive emails about alerts when office staff are away-from-keyboard
- Configuring alert settings and notification rules to change what alerts happen and when you're notified
- Unlocking bookings to edit them after the booking's start time or a check-in's received