The Organisation Calendar provides an overview of your Organisation's schedule; in either Agenda, Day, or Week view. From the unified Organisation Calendar, you can manage your Clients' appointments (using the Circle filter) and manage your staff roster (Using the Staff filter). You can also filter for unassigned appointments and appointments without Progress Notes; reschedule staff for appointments; and validate time and attendance. Go to:
My Organisation > Calendar
This tab is a priority area for Managers & Coordinators to keep updated, noting that you can find unclaimed hours by filtering for appointments without completed Progress Notes, as well as find unassigned appointments.
When you select a filter, Comm.care will show the total hours for that particular item, to the right of the slider bar. The example above shows the total number of unclaimed hours, which equates to incomplete Progress Notes.
Admin can select this tab to: make sure all Progress Notes are up-to-date; to do payroll and ensure timely claiming; and to check that all appointments are assigned to staff - avoiding the risk of an unattended appointment!
The staff tab allows you to see multiple, colour-coded staff rosters, along with their total hours of allocated work. You can also filter appointments by staff allocation:
Note: that the total hours on the right side of the selected bar, indicate the total hours allocated to that staff member for the selected period.
This feature allows Managers to see the actual time spent on both appointed and ad hoc services delivered by staff, thereby showing a truer reflection of all the work/services provided to a Client/Participant.
The Circle tab allows you to filter for specific information related to Circles of care:
Select All: Filters for all the appointments assigned to Circles.
Each filter option besides the Circle name filters out the appointments of your selected Circle/s. The hours beside the sliders indicate the appointment hours scheduled for that particular Circle, within the selected period.
PNs w/o Appt: This feature allows you to see all the Progress Notes created by staff without appointments (ie ad hoc Progress Notes) which is super useful when you need to document ad-hoc tasks. Ad hoc Progress Notes are indicated by a bold green colour in the Calendar.
This feature allows Managers to see the actual time spent for a particular Circle, providing a truer reflection of staff work with a Client/Participant.
These new Calendar features and filters will make rostering much easier and will save you time - so that you can focus more on Clients and less on admin work. Learn more about workforce rostering.
When an appointment is booked with the Circle, a message box pops up to give you a warning if the assigned staff is already booked. It enables the organization to avoid scheduling conflicts and manage staff availability smarter.
You still will be able to save the appointment in case of Group services or other cases where the worker has multiple appointments.