Fix Missed Visits and Exceptions
Most visits need nothing from you. The ones that do wait in Schedules › Needs attention, each in its own list, so you can fix them before they hold up payroll and invoices.
Video coming soon
What you’ll learn
- Approve clean timesheets in one step
- Resolve a location exception with a reason
- Enter a missing clock-out or confirm a no-show
Step by step
Open Needs attention
Choose Schedules, then the Needs attention tab. Each list shows only while it has something in it.
Approve timesheets
Timesheets to approve lists visits as caregivers clock out. Approve all clean approves the ones with no issues; open the others to review them first.
Resolve location exceptions
EVV location exceptions lists visits whose GPS did not match the client's address. Pick why it is fine, such as Caregiver confirmed on site or Rural GPS drift, then Accept, or choose Needs correction. Other needs a note.
Fix missing clock-outs and no-shows
For Missing clock-out, enter the time the caregiver left and say why the office is entering it; it then moves to Approvals as a manual entry. Confirm or reject each no-show.
Close out uncovered shifts
Missed open shifts lists shifts nobody covered. Choose Mark missed so they stop waiting on you.
