Shift Details Overview

The Shift Details will provide detailed information about the completed shift.  Reviewing Shift Details daily will assist you in preparing for your billing and payroll cycle. 

Shift details can by found on completed visits in the following locations:

Shift Monitor:

Select the edit icon

Profile Calendar 

Use the hover message to populate the Quick Action Menu and select edit

Verification Page

Select the edit icon next to the line item

1. Audit Log

   1. View changes/updates applied either automatically or by a user

2. Status icons can indicate:

   1. Override

      1. Please note that ANY time a user hits Save within Shift Details, an Override is applied (even if nothing was changed)

      2. Hovering on Override will display any Override Notes added - Click here to learn more about Shift Override Notes.

   2. Visit Status

   3. Verified

   4. Billed/Not Billed

   5. Paid/Not Paid

3. Cancel

   1. Exit Shift Details without saving

4. Cancel Shift

   1. Cancel the visit and select a reason

5. Reset Shift

   1. Once a visit is Complete, users can hit the reset button

   2. This will remove the clocked times and activities completed and reset the visit status back to Scheduled

6. Save & Verify or Unverify

   1. If a visit is not yet Verified, user can select Save & Verify

   2. If a visit is already Verified, user can select Unverify

7. Save

   1. Applies an Override to a visit, regardless of changes being applied

8. Override indicator

   1. Green dots will display next to Payroll and Billing Override sections if any type of Override is applied

For additional information  select here Visit Verification Process