It’s vital that every shift on the QSP calendar is accurate, especially with appointments that are shared: One worker : Multiple clients. When a change needs to be made to an existing shared shift, QSP prompts you to choose if you want to save the edit for all linked client shifts. So, if client A and B share staff C from 8p-8a, and you replace staff C with staff D, QSP wants to know if staff D is serving both client A and B like the shift was setup. If YES, it will update the shared shift appropriately. If NO, staff D is not serving A and B, then QSP will adjust the service type from 1:2 to 1:1. If edited from client A’s calendar view, then staff D will stay linked to A, while client D will display an un-staffed appointment. Watch to see this in action!

Each medical appointment that a client has can be tracked under the Doctor’s tab in their client profile. The notes transcribed within each appointment populate directly to the Medication Annual and Quarterly Reports. Also, each Doctor’s visit appears on the client calendar highlighted in blue.  When adding a new Visit, the doctor name drop down menu pulls the “Medical” (vs “Agency” or “Important”) contacts that are associated with the specific client. However, you can also manually enter a doctor name as well. A main difference between the Quarterly and Annual Medication Reports is the heading of the report. Any date range can be selected for either. Go get ’em!


It’s a beautiful thing when you are an ILS instructor and serving your consumers out in the community. It’s an even more beautiful thing when you can document the time you’ve worked on the go! However, as we know, there are times when you may have a proposed appointment set up and it has to be cancelled for a myriad of reasons. This tutorial will instruct you as a QSP user how to do these things well, wherever you are.