Calendar by Staff

Calendar by Staff

Description:

This report displays a calendar containing scheduled visits for staff members within the selected date range.

Use:

This report can be used by staff and the agency to view the frequency and scheduling of visits for specified staff members.

Limitations:

N/A

Filters

This report can be filtered by:

Field

Description

Company

The selected company.

Location

The selected location.

Service

The selected service.

Staff

Staff member by name (last name, first name).

When a partial name is entered the report displays results that begin with the entered characters.

Coordinator

The selected coordinator.

Event Status

The event status.

Date From

The first date of a selected range of dates.

Date To

The last date of a selected range of dates.

Report Output

Each column of the report displays:

Field

Description

Staff Name

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

Staff Address

The staff member's primary address.

Staff Phone

The staff member's primary phone number.

Scheduled Visit Times

The scheduled times for the visit.

Service

The type of care provided.

Scheduled Client Names

The client's name (last, first).

Client ID

The client's ID number.

Service

The type of care provided (relisted).

Client

The client's name (last, first).

Address

The client's street address.

City, State

The city and state of the client's address.

Phone

The client's phone number.

Sample Report

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