The Shift Details screen serves as the central hub for managing client services and documentation during a shift. It displays the shift details and provides access to everything needed to support your clients during your shift—including tracking services, documenting goals, administering medications, completing required notes, and clocking out.
The Shift Details screen is divided into 3 sections: Shift Information, Clients, and Transportation.
Accessing Shift Details
To access Shift Details while already clocked in, tap View shift in the top-right corner of the Home screen.
Additionally, you can access Shift Details in the following ways:
Select a shift from the Shifts section on the Home screen or from the Shifts screen
Start an impromptu shift, select clients, and clock in
Note: The ability to view past shifts must be enabled by your admin team.
Shift Information
The top section of Shift Details displays the shift information, including the date, time, and location of the shift. It will also indicate whether the shift was impromptu or scheduled.
Managing Services and Clocking Out
Tap the clock icon next to the date and time to manage services, go on break, or clock out. Select from the following options:
Manage services: Choose this when you need to start, change, or end services you are providing. You may also use this option when you are finished providing services but will remain clocked in to do administrative or other work.
Ending services stops billing for the client, but your payroll timer continues.
Go on break: Choose this when you are taking a break from providing services and administrative tasks.
Going on break stops billing for the client and payroll for the DSP.
Clock out: Choose this when you are finished providing services and are ready to fully end your shift.
Clocking out stops billing for the client and payroll for the DSP.
For additional information, see Managing Services While Clocked In.
Note: The ability to stay clocked in without running a service must be enabled by your admin team.
Shift Status
The shift status and duration are displayed below the location and time. The possible shift statuses: Scheduled, In Progress, or Completed.
Status | Color | Description |
Scheduled | Blue | An upcoming shift set for a future date and time. |
In Progress | Yellow | A shift that is currently active after being clocked into. |
Completed | Green | A shift that was successfully completed by clocking in and out. |
The In Progress and Completed shifts will also display the Clocked in at time.
View Time Log
Completed shifts also display View time log below the Clocked in at time. Select it to submit a time change (shift edit) request. See Submitting Time Change and Past Shift Requests for more details.
Clients
All clients assigned to the shift are listed below the shift status and duration, along with their current service status. Select a client to view their basic information and add documentation.
Documenting the Shift
Once you select a client, you will be taken to their client details page. From here you can select each tile to add notes, goals, and meds, as well as submit forms and incident reports. See Full Shift Walkthrough for more information.
Adding Clients
If enabled by our admin team, a + sign will appear next to Clients while clocked in, allowing you to add additional clients to the shift if needed.
Person Icon Colors
Next to each client name is a person icon. The color of the icon indicates the client's current status with the caregiver:
Color | Description |
Blue | DSP currently not in service with client. Has worked with client before. |
Red | DSP currently not in service with client. They may have not worked with client before, it has been more than 30 days since last working with client, or the client's information has changed. |
Green | DSP currently in service with client. |
Yellow | DSP currently not in service with client. Client is in service with another DSP. |
Transportation
If the client has a transportation budget and you have transportation enabled in your profile, there will be a Transportation section at the bottom of Shift Details. This section will display transportation forms for you to fill out to track your travel time or distance. See Submitting Transportation Forms for more information.
For questions about Shift Details:
Contact your agency admin team
Or email: [email protected]