Shift corrections may be required if a DSP forgot to clock in, clocked in late, stayed beyond their scheduled time, or did not complete documentation. Admins can review and make these updates directly in the Dashboard.
Locating the completed shift
There are multiple ways to find a completed shift.
Option 1: Service Records
Click Finance in the left menu
Click Claims in the left menu
Click Service Records in the slide-out menu
Find the shift by filtering the table using the date range, search bar, or other filters.
After finding the shift, scroll to the far right and click View Shift
Note: Service Records are also a great way to audit shifts.
Option 2: Scheduling
Click Shifts in the left menu
Click Scheduling in the left menu
Find the shift by filtering the list using the date range, search bar, or other filters.
After finding the shift, scroll to the far right and click Details
Option 3: Calendar
Click Shifts in the left menu
Click Calendar in the left menu
Find the shift by filtering the calendar using the date range, Filter by section, or other filters.
Click on the shift
Option 4: Clients
Click Clients in the left menu
Find the client and click Shifts
Find the shift by filtering the list using the date range, search bar, or other filters.
After finding the shift, scroll to the far right and click Details
Once in the Shift Details, you will be able to edit the Billing, Payments, and Charting.
Editing the billing record
Edit the billing record if the DSP forgot to clock in or out when running a service or if they ran services longer than the original shift.
In Shift Details, click the Billing tile at the bottom of the page
Click Edit in the top right corner
Adjust the Start or End Times as needed
Click Save
If you need to add an additional billing record:
In Shift Details, click the Billing tile at the bottom of the page
Click + Add Record
Select the Client’s name in the dropdown menu
Select the Caregiver’s name in the dropdown menu
Set the Start Time and End Time
Enter the Location
Select the Billing Code from the dropdown menu (only Billing codes tied to the Client’s budget will appear)
Click Save
Editing the caregiver payment
Edit the payment record if the DSP worked outside the shift without running a service (e.g., doing admin work or training).
In Shift Details, click the Payments tile at the bottom of the page
Click Edit in the top right corner
Adjust the Start or End Times as needed
Click Save
Note: Keeping time entries in sync ensures payroll accuracy.
Updating charting (notes, goals, meds, incidents)
Edit the charting if the DSP forgot to add or edit notes, goals, meds, forms, or incidents.
In Shift Details, click the Charting tile at the bottom of the page
View, add, or edit:
Notes about the shift
Goals worked on
Medications administered or refused
Forms
Incident Reports
Ensure everything is logged as needed for the client
All updates will be tied to that individual shift to ensure accurate information for billing, compliance, and reporting purposes.
DSP charting access
If enabled, DSPs can also complete documentation after a shift.
To enable this setting:
Click the dropdown arrow in the top left corner
Click Feature Settings
Select the Post Shift Report tile
Turn on Enable caregiver access to post-shift reports
Click Edit next to a section to define what DSPs can access and how long access is available after the shift ends.
Missed shifts
Missed shifts cannot currently be deleted. Once a scheduled shift has passed, it will remain on the calendar.
If you have questions about correcting shifts:
Contact your Customer Success Manager
Or email: [email protected]