Tracking residential attendance
Jenna 4 years ago in Time Module • updated by Valerie McNamara 4 years ago • 5
I am wondering if anyone would be willing to share their system for combining tracking of attendance to the billing. We are a 108 bed facility and needing a better system in place to be able to communicate when and why someone left and when they came back. We are having gabs in this connection of information.
Customer support service by UserEcho
We have residential and cadi billing at our facility. Right now we just use the notes module for leave days (we enter a note stating leave days). we would love if there is a better way to track this other than the notes and different codes
We use our census, all info goes on there and it is all in 1 place.
We use a monthly report (8030 or 1010) and sort by client, then by date. I compile and enter this data into a financial budgeting report at end of month.
T - I've been meaning to ask you, if you get a chance and are willing, can we steal your excel spreadsheet with the color codes on it for PRTF if we autonomize it?
LOL all I do is color code BCBS PMAPs with Blue, all commercial are pink, UCare is green and DHS is Grey. It is so much easier to do it that way. Your are amazing Shauna. Can you email me
We used to use the notes to track but I hated that. I actually keep an excel document with the following Fields
Client First Name
Client Last Name
Where they went
Who alerted me
Date biling complete
and Misc. Comments (I.E. Late notification/takeback completed)
It works decently! Better than the notes because you can sort and run pivot tables.