Step 1: locate the completed shift
Go to Shifts → Scheduling
Use the Status Filter at the top and select Completed
Find the shift in question and click into Details
Step 2: edit the billing record
Click the Billing tab at the bottom of the shift
Click the Client’s name to expand their record
Click Edit next to the billing entry
Adjust the Start or End Time as needed (e.g., from 11:08 AM to 11:00 AM)
Confirm the attestation, then click Save
✅ Use this to correct clock-in errors or align with actual shift start/end times.
Optional: add an additional billing record
If the caregiver worked beyond the original shift:
Click Add Record
Select:
Client name
Caregiver
Date and time
Location
Billing code (only codes tied to the client’s budget will appear)
Click Save
🧠 Use this to log unplanned overtime or shifts that ran longer than scheduled.
Step 3: edit the caregiver payment
Go to the Payments tab
Edit the caregiver’s record to match the updated time range
Example: Change 11:08 AM to 11:00 AM
Click Save
Step 4: update charting (goals, meds, incidents)
Navigate to the Charting tab
Add or edit:
Goals worked on
Medications administered or refused
Incident Reports
Ensure everything is logged as needed for the individual
📌 Charting updates can be made by admins or the caregiver (if enabled in post-shift permissions).
If you're unsure about correcting shift data:
Contact your Customer Success Manager
Or email: [email protected]