Permanent Schedule Templates

Description:

This report displays permanent schedules for each client and displays details for each day of the week.

Use:

This report can be used by staff or the agency in scheduling to review permanent schedules for each client and staff member.

Limitations:

N/A

Filters

This report can be filtered by:

Field

Description

Company

The selected company.

Location

The selected location.

Admit Type

The code for the client's admission.

Coordinator

The selected coordinator.

Manager

The selected manager.

Permanent Schedule

Selects clients with or without a permanent schedule.

Blank to include both.

Client Status

The selected client status.

Report Output

Each column of the report displays:

Field

Description

Client

The client's name (last, first) and ID number.

Week #

The week number of the permanent schedule.

Days

Displays a field for each day of the week (Sat-Fri).

Service

The type of care provided.

Time

The scheduled time in and time out for the service.

Staff

The staff member's name (last, first).

Sample Report

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