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This QuickSolvePlus “QSP” web chat is part three in the S-Series (Schedule Series) and highlights the following features:

  • Audit reports
  • Print and email schedules
  • Print and email Time sheets
  • Expanded calendar views
  • Publish calendars
  • Attendance tracking

Audit Reports

There are a handful of reports that can be generated from the Scheduler in order to audit a schedule: These include: Shift overlaps, Missing workers, and Shift breaks.

Print and Email Schedules

Communicate Schedules with options with the choice to either Print or Email Schedules to Clients and Workers. All from within the Scheduler you can quickly print one schedule at a time, or multiple. If logged into QSP and will be performing the emailing action, the emails will look like they came directly from you, not QSP. Don’t want to waste paper with printing, and some folks don’t have emails? Then give them access to view their schedules directly in QSP by using QSPMobile.

Print and Email Time Sheets

Detailed Time sheets can be email directly to the staff for a chosen time period. Time sheets can be printed individually or in bulk as well, or even emailed in mass!

Expanded Schedule Views

Tired of looking at a calendar for the entire month? Try the weekly view, or daily, or include the prior and next month!

Publish Calendars

Publishing monthly calendars is an optional practice that allows users to track any changes made to a published schedule. This is ideal for tracking attendance concerns.

Attendance Tracking

Must have the schedule published to utilize attendance tracking. If so, an attendance tracking report can be generated to show the shifts the have been adjusted post-publishing, and will give the applicable reason for the change.

 

This QuickSolvePlus “QSP” web chat is part two in the S-Series (Schedule Series) and highlights the following features:

  • POS and IHSS dashboard
  • IHSS and IHDP tracking
  • Filling holes
  • Cancelling appointments
  • Mileage tracking
  • Service notes, Schedules notes
  • Daily schedule view
  • Meal breaks

POS and IHSS dashboard

A beautiful feature within QSP is the ability to manage the utilization of a client’s POS from their Schedule! The POS Dashboard toggle allows you to manage multiple authorizations at once! It takes the POS (or IHSS NOA) value(s) from the Client Profile, in-conjunction with the service types the client receives (as you indicate under their Client Info 2 tab), and displays that information in their POS dashboard. The POS dashboard can be toggled between multiple authorizations to see scheduled utilization.

IHSS and IHDP Tracking

The IHSS reporting tool is helpful to see and communicate how many IHSS hours are being used, by whom, on what day, and with which consumer. This report can be viewed per client to see how many IHSS hours are being claimed for each worker, or it can be viewed per worker, to quickly see how their IHSS hours are distributed with each client. This report is easily printable.

Filling holes

As is the nature of the social services business, time is spent finding staff to work open shifts. Within QSP’s scheduler is a tool that will identify which staff are available during a selected time period, as well as if they are trained with the client.

Cancelling Appointments

As is typical with Independent Living Services (ILS), a client may cancel a scheduled appointment with their instructor. This can be easily labeled as “cancelled” rather than deleted completely from the schedule. This will allow that cancelled appointment to be hidden from view, but not deleted, so it can be referenced later if there’s a need to see how many times a client cancelled in a given month.

Mileage Tracking

Mileage totals as well as locations traveled to and from can be captured within the edit shift window from the Schedule of a worker and client. The info input here will be available in a mileage tracking report when needed.

Service Notes

This blank text field is used to capture service notes from staff about the task, goals, etc completed during their shift with their client. These service notes will generate to a Service Note Report that can be generated for a time frame that you choose within the month. SLS and ILS service notes are slightly different in their layout.

Schedule Notes

These type of notes can be input into a shift when needing to comment about a the scheduled shift. Whatever is input into the schedule notes field will display on the corresponding worker’s time sheet.

Meal Breaks

When creating or editing a shift, a meal break can be input into the shift as well. There is an application setting in the Utilities module of QSP that can be turned on or off to trigger a meal break from being processed on the payroll report and time sheets.

 

This QuickSolvePlus “QSP” web chat is the first of three parts in the S-Series (Schedule Series) and highlights the following features:

  • Client and Worker profile setup
  • ILS New Shift
  • SLS and SLS Shared shifts
  • Multiple and Reoccurring
  • Copy Calendar
  • Deleting Shifts

Client and Worker profile Setup

 

Each client and worker’s data needs to be setup correctly in order for the process of scheduling their shifts to work seamlessly. Client must have appropriate service type assignment, and worker must be active, schedulable, and have a employment position.

New Shifts

Shifts can be created from the Client View or the Worker View in the QSP Scheduler, one at a time, or in bulk. They are completely linked to each other. If a change is made to a clients schedule, the corresponding worker’s schedule will be updated as well.

ILS New Shift

The ILS new and edit shift window has a different layout than the other service types. If a client is setup to receive ILS and another type of service, a prompt will appear prior to creating a shift to ask for what is being created. The same prompt will appear if scheduling from the worker view, and with a worker that has an ILS ROP and another service ROP listed in their HR profile.

SLS Shared shifts

For those household situations where one staff serves two or more clients at the same time, an SLS-Shared service type can be used. This will reflect appropriately on the worker’s time sheet and payroll report, paying them hour per hour, not per client, and the schedule will show them staffed at all times.

Repeating shifts and Copy Calendar

For those shifts that happen consistently the reapting feature can be used. Or, a monthly client calendar can be copied to the next month(s). This saves a lot time from not having to recreate the same schedule each month.

Deleting Shifts

Shift can be deleted one day, one shift at a time, or they can be deleted in bulk.

Schedule and Remove Worker

Employees assigned to a shift can also be removed in bulk, and even re-assigned to another shift, instead of having to reschedule one shift at a time.

 

If you so choose, you can enable within QSP’s SLS OT Settings the 24 hour rule. This features gives agencies the option to exclude up to 8 sleep hours from a consecutive 24 hour shift with the same staff and same client and have those hours exempt from overtime calculations. This tutorial details how that can work for your operations.

QSPMobile is an app designed for smartphones and is a slimmed down version of QSP! Because our job is not confined to the office, but we are constantly on the go, QSPMobile gives you scheduling capabilities, and, depending on your security level, access to client and worker info. Calendar appointments, write service notes, track POS utilization, all from your mobile device.

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.

Thank you for exploring QuickSolvePlus! If you are already one of our many customers, we appreciate you so much. If you are curious about if QSP is right for your operations, get a taste by watching this video(turn up your volume to hear better), or by checking out other tutorials within our website. You’ll be glad you did.

 

A beautiful feature within QSP is the ability to manage the utilization of a client’s POS from their Schedule! The POS Dashboard toggle allows you to manage multiple authorizations at once! It takes the POS (or IHSS NOA) value(s) from the Client Profile, in-conjunction with  the service types the client receives (as you indicate under their Client Info 2 tab), and displays that information in their POS dashboard. You can use the POS dashboard to toggle between multiple authorizations to see how you are doing at scheduling these services and maximizing their budgeted hours. Watch the tutorial to see this in action.

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!

 

There will always be that next staff meeting, big training, or event that staff are going to need to attend, and, if we pay them to attend, we need an easy way to calendar it. Lucky for all of us, with QSP all you need to do is create one appointment and assign all relevant staff to it, rather than scheduling the same appointment as many times as you have staff. This same functionality works if, for some reason, you need to assign multiple employees to work with one client. Watch the video and learn how this is done!