Case Manager report, like all great reports, begin with effective data. For the Case Manager Report to be valuable, data needs to be added to the Client Info 2 tab in the field labeled “Case Manager”. Select the appropriate agency worker that best represents “case manager”. The report that will generated from this field will include the select clients that are part of a case manager’s caseload. We’ve also included in this report POS Expirations and IHSS NOAs. This is a core case manager report. Enjoy!!
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This tutorial reviews the QSP SLS Overtime setting called Client Overtime Weekly Caps which allows an agency to set up the amount of overtime they are allowing their users to schedule per client. This overtime cap can be customized per client as well by going into the Client’s profile and adjusting the Overtime Calculation Rules per client. QSP will then look first to see if there is an override value that is different that the default Application settings for a client’s SLS Weekly Overtime cap. Scheduling restrictions will warn or restrict certain security levels that try and schedule service hours over the set overtime limit. Watch this video to learn more.
Some Regional Centers authorize SLP (or Sleep) Hours. Within the client profile’s of those who utilize that authorization there are two point of data entry required in order to have the Management report used for billing display correctly. First, the Max Daily SLP field needs to have the appropriate hour entered, and there needs to be a SLP POS value as well. Its also assumed that the client Individual and Shared Staffing Hours are appropriately filled out under the Schedule tab as well since the Standard hours determine when sleep time would occur.
If your company has other offices, you can use QSP to separate your operations, depending on what “office” means to you. Maybe you want to categorize clients and workers by Regional Center, or Payee type. With other “offices” available, you will assign clients and workers to their appropriate office-type, which QSP will use to help organize your system and allow you to manage it more efficiently. Watch on to learn about the other outcomes of adding offices to your QSP.
In this QSP tutorial I will teach how to adjust a Worker’s pay structure based on their Client Specific Training’s that can be set up in their HR profile. This type of pay exception takes precedence over the Staffing Hours that are set up in each client’s profile. For example, if Client “A” has premium individual staffing hours, as denoted under the Schedule tab of their client profile, from 12a to 12a, then this applies to all staff whom work with Client A. But, perhaps you want Worker “B” to only get paid premium hours from 8a to 4p when working with Client “A”. Then, you set up a Client Specific Training from Worker “B”‘s HR profile with Client “A”, and adjust the default premium hours for Client “A” to the appropriate service hours. This is just an example to help paint a picture of the function of this feature.
Client Service Rates are an optional set up in QSP, and are beneficial if you have varying worker Rates of Pay per client. Minimum and Maximum rates per service type can be set up that will override what is set up in a worker’s HR profile. You will see the results of setting up Client Service Rates when the Payroll Processing Report is generated in Excel, which will display a worker’s Rate of Pay, and if it was impacted by a specific client’s Service Rates.
In situations where two clients are frequently associated with one another, especially if they share staff, linking client profiles together in QSP can be a huge help! When scheduling Shared appointments, instead of having to scroll through a comprehensive list of clients to link that shift too, having clients linked by their profile will make that task more inviting!
This feature is helpful if you are entering a lot of new clients into your QSP database. If your Client Staffing Hours are going to be different than the default 12a to 12a, then set up your own agency-specific parameters in QSP’s Application Settings.
Client Staffing hours are important to setup when beginning to use QSP’s time sheets and exportable payroll processing reports. By declaring, in each client’s individual profile, when is day time (premium) service, and when is night time (standard) service, this gives QSP the proper matrix to automatically calculate scheduled shifts and how they should be allocated on the proper reports. By default, when adding a new client to your QSP database, all hours are premium from 12a to 12a. Watch this and the follow up tutorial, to learn how to set up a different default for your operations.
A huge reason agency’s are successful is by pairing up the right worker with the right client. This is an art! Typically, this may involve training the worker to server that client. There are several advantages to documenting this training/connection/link. If you want to give workers access to QSP, but on a limited scale, then based on those clients whom they are trained with, they will only be able to view those clients. Another advantage is when searching for an available staff who is specifically trained to work with a client. QSP uses the Client Specific Trainings to provide you with a filtered list of options! Cheers to perfect matches!