Step 1: find the completed shift
Go to Shifts → Scheduling
Set your date range filter to include the day of the shift
Use the Status Filter and select Completed
Click into the shift you want to correct
Step 2: edit the billing record
Click the Billing tab
Click the client’s name to expand the billing entry
Click Edit
Adjust the Start and End Times
Example: Change from 3:09–3:12 to 2:00–3:30
Click Save
Only billing codes assigned to the client will appear.
Step 3: update the caregiver payment record
Go to the Payments tab
Click Edit on the caregiver’s entry
Match the Start and End Times to what you set in Billing
Click Save
✅ Keeping time entries in sync ensures payroll accuracy.
Step 4: update charting
In the Charting tab, you can:
View and edit existing shift notes
Add new shift notes as needed
Log goals by selecting from the list assigned to the client
Add medication administrations or refusals
Report any incidents
📌 All entries will be tied to that specific shift for audit and reporting purposes.
For support correcting shifts:
Reach out to your Customer Success Manager
Or email: [email protected]