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Creating Past or Backdated Shifts

How to create past or backdated shifts in the Dashboard.

If a DSP couldn't clock in due to network issues or other challenges, you can manually create a past shift on their behalf.

Step 1: Create the Past Shift

  1. Click Shifts in the left menu

  2. Click Calendar in the left menu

  3. Click + Create Shift

  4. Set the Start date and time and End date and time using the calendar and time pickers

  5. Enter the service Address (optional)

  6. Search for the clients and staff in Add people to shift, check the box next to their name, and click Add to shift.

  7. Assign each client to their primary and backup caregivers (a shift cannot be created until each client has at least one caregiver assigned):

    • Option 1: Drag and drop the caregiver onto the client

    • Option 2: Click Assign staff on each client and select the caregiver from the list

  8. Click Create shift

  9. Click Proceed on the Book Shift pop up

Important: The shift will be in the Missed status until the Billing record and Payment records are created.

Step 2: Add Billing Record

  1. Click on the Billing card

  2. Click + Add Record

  3. Fill out the required information:

    • Client name

    • Caregiver name

    • Start Time and End Time

    • Location

    • Billing Code (will only show active billing codes based on the client’s budget)

  4. Click Save

  5. Click Confirm

Step 3: Add Payment Record

  1. Go back to the Shift Overview and click the Payments card

  2. Click + Add Record

  3. Fill out the required information:

    • Caregiver

    • Start Time and End Time

    • Location

    • Rate (per hour or per day, as applicable)

  4. Click Save

Step 4: Add Documentation (Optional)

If Post Shift Report is enabled, the DSP can go back into a shift after it is completed and add documentation and notes. See Completing Shift Documentation Post-Shift for more information.

Alternatively, an admin can enter this info through the Dashboard:

  1. Login to the Dashboard

  2. Find and click on the caregiver's shift

  3. Click on the Charting card

  4. Click on each tab (i.e. Notes, Goals, Medications, Forms, and Incidents)

  5. Add relevant details (i.e. notes, administrations, refusals, outcomes)

If you have questions about past or backdated shifts:

Related Articles
Creating Single, Recurring, Open and Group Shifts
Correcting and Editing Past Shifts
Managing Time Change and Past Shift Requests
Managing Missed Clock-Outs and Shift Cleanup
Past Shift Requests
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