Shift corrections may be needed if a DSP forgot to clock in or clocked in late, stayed later than expected, or forgot to log documentation.
Step 1: locate the completed shift
Click Shifts in the left menu
Click Scheduling in the left menu
Find the shift in question and click Details
To help find the completed shift:
Use the From and To filter to narrow the date range
Click the Status filter and select Completed
Search for the caregiver or client in the search bar
Step 2: edit the billing record
There are two options when editing a billing record. If the DSP forgot to clock in or out, change the start or end time of the billing record to align with the original shift. If the DSP worked longer than the original shift, create an additional billing record.
Option 1: Change the start or end time of the original shift.
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
Option 2: Add an additional billing record.
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
Step 3: edit the caregiver payment
Go back to the Shift Overview using the back arrow or the Overview breadcrumb at the top
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.
Step 4: update charting (goals, meds, incidents)
Go back to the Shift Overview using the back arrow or the Overview breadcrumb at the top
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
Charting updates can be made by admins or the DSP (if enabled in post-shift permissions).
Note: All entries will be tied to that specific shift for audit and reporting purposes.
Auditing Completed Shifts
Another way to find and audit completed shifts is through the 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
If you have questions about correcting shifts:
Contact your Customer Success Manager
Or email: [email protected]