Printing and exporting Shifts

Printing a Shift

You can preview or print any individual Shift from the Shift form or from the Shift List. Click on File, then either Preview in Word or Print. This gives you a simple printout with the details of the Shift Form, including as much Comment text as you have entered. This is handy for documenting specific situations, like Client or Caregiver cancellations.

Exporting Shifts to Spreadsheet

At times, you may want to export a group of Shifts to a spreadsheet file for analysis, printing or other purposes. You can do this with any Shift List. First, apply any sorting and filtering to get the list of Shifts that you want. For example, for payroll or billing purposes, you may want a list of all the Shifts with a Verified Complete status during the pay period.

Once you have the Shift List that you want, click on File, then Export shifts to spreadsheet.

Figure 86: Exporting a List of Shifts

The buttons give you access for selecting any and all fields on the Shifts, as well as fields on others related to any of the Shifts, including Clients, Caregivers and Customers. This is useful because not all of the information related to a Shift is actually on the Shift itself.

For example, if you wanted to come up with a report of hours worked or money earned by the city where it was worked, you would need to include the Client's city in the export.

Figure 87: List of fields when exporting Shifts

Once you have made your selections, you will be prompted for the name and location of the file. You can accept the default name (Shifts.cvs) or change it. Be sure that you understand the location where you are saving it (the Save In field), so you can find it when you want to work with the file. One approach is to simply change it to Desktop, where you can readily get to it.

On most computers, you can simply double-click on the file and it will open in Excel. Otherwise, start any program that can handle comma-delimited files and open it there.

You can see the detail of the Shifts fields exported below.

Basic Shifts Export

Client hours by date

Export Client hours by date to spreadsheet gives you a very different kind of report. It includes all the details of each Client that has a Shift during the date range, then the total hours for each Client, broken down by date as well as overall total. This gives you a flexible way to report on Client hours for different types of Shifts. For example, if wanted to know the total hours that each Client canceled for a given period, you could filter a list of Shifts to show you just the CCS Shifts for the range.

You can see the detail of the fields exported below.

Client hours by date

Exported Fields Detail

Basic Shifts Export

statusCode

statusString

startTime

startDate

endTime

endDate

loginTime

logoutTime

durationHours

nonPayBillHours

payBillHours

billRate

caregiverFullName

caregiverFirstName

caregiverMiddleInitial

caregiverLastName

caregiverNumber

serviceTypeCode

clientFullName

clientFirstName

clientMiddleInitial

clientLastName

clientNumber

comment

quickBooksExportStatus

invoiceNumbers

payRate

hoursPayAmount

hoursBillAmount

payAmount

billAmount

mileage

mileagePayOrBill

mileageNotation

mileagePayRate

mileageBillRate

mileagePayAmount

mileageBillAmount

miscExpense

expensePayOrBill

expenseNotation

expenseMarkup

expensePayAmount

expenseBillAmount

Client Hours By Date

Note: in this example, 7 days were included. The number of date fields would expand to include all the dates of the date range.

status

statusDate

statusReason

serviceTypeCodesString

name.title

name.firstName

name.middleInitial

name.lastName

name.suffix

name.extraID

address.line1

address.line2

address.city

address.state

address.zip

address.directions

phone1.areaCode

phone1.number

phone1.extension

phone1.comment

phone2.areaCode

phone2.number

phone2.extension

phone2.comment

onlineInfo.email

onlineInfo.username

onlineInfo.isOnlineEnabled

person.comment

condition.needs

condition.diagnosis

condition.othersInHome

condition.sex

condition.height

condition.weight

condition.allergies

condition.diet

condition.medications

condition.specialEquipment

condition.birthDate

condition.age

emergency.responsibleParty

emergency.responsiblePartyRelationship

emergency.livingWill

emergency.doNotResuscitate

emergency.durablePowerOfAttorneyName

emergency.durablePowerOfAttorneyPhone

emergency.durablePowerOfAttorneyRelationship

emergency.physician1Name

emergency.physician1Phone

emergency.physician2Name

emergency.physician2Phone

emergency.physician3Name

emergency.physician3Phone

emergency.emergencyContact1Name

emergency.emergencyContact1Phone

emergency.emergencyContact1City

emergency.emergencyContact1State

emergency.emergencyContact1Relationship

emergency.emergencyContact2Name

emergency.emergencyContact2Phone

emergency.emergencyContact2City

emergency.emergencyContact2State

emergency.emergencyContact2Relationship

emergency.hospitalPreference

inquiry.inquiryDate

inquiry.homeConferenceDate

inquiry.referrer1

inquiry.referrer2

inquiry.callerName

inquiry.callerPhone

inquiry.callerRelationship

inquiry.referralSource

inquiry.billingSourceName

inquiry.billingSourceRelationship

inquiry.billingSourcePhone

inquiry.billingSourceAddress

inquiry.quotedBillRate

inquiry.socialSecurityNumber

inquiry.clientNumber

inquiry.medicareNumber

inquiry.medicaidNumber

inquiry.caseWorker

inquiry.caseWorkerPhone

inquiry.payerType

6/25/2009

6/26/2009

6/27/2009

6/28/2009

6/29/2009

6/30/2009

7/1/2009

7/2/2009

totalHours