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!
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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!
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.
The simplest form of shared shifts, I think, is when you have one worker serving two specific clients that are roommates. While this may be the simplest, there is still a wide variety of how this could play out in everyday life. Whatever the case, QSP can handle it, giving you the ability to schedule 2:1 (or 3:1, or 6:1, or 100:1–you get the point) using the SLS-Shared service type. The best news is that the time sheets, payroll and billing reports that will be generated will perfectly re-present these service scenarios. The second video will elaborate on the scenarios where IHSS utilization needs to happen for both consumers. Share on!
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!