Alerts: late and missed visits

When a caregiver is late or never clocks in, an alert tells you. Find it, see what happened, and send someone or open the visit.

3 parts · 1 minVisitsFor the office

The lesson plays on a sample agency, so nothing you do in it changes anything. Open any item in the lesson's panel to read about it, and press See how to watch it done.

What this lesson covers

Everything the lesson says, part by part.

  1. 1

    On the way: Alerts are in the sidebar.

    This is your Alerts page

    Everything that needs someone in the office, sorted into queues. A caregiver who is late or never clocks in shows up here.

    In the sidebar under Alerts. The bell at the top counts them too.

    On this page

    Only visit problemsVisit problems

    Late clock-ins, no-shows, cancellations and visits running over.

    See how shows:

    1. Visit problems Only the visits that need you.
    What needs you nowCritical now

    A no-show is critical: a client is waiting. Critical alerts are counted at the top of the page.

    See how shows:

    1. Critical now Start here.
    Read the guide
    See what happenedPress an alert

    Aisha Johnson never clocked in for her 7:30 visit with Helen Kowalski. Press the alert for the details.

    See how jumps ahead to part 2: The alert.

    When a visit counts as lateSettings, General

    You choose how many minutes after the start a clock-in is late, and when a missed clock-in becomes a no-show.

    See how shows:

    1. Late Clock-In Threshold In Settings, with No-Show Detection beside it.
    Read the guide
  2. 2

    The alert

    What happened and when. The buttons at the bottom fix it from here.

    Alerts, then press an alert.

    On this page

    Send someone elseReassign Caregiver

    Pick another caregiver for this visit without leaving the alert.

    See how shows:

    1. Reassign Caregiver Someone else goes instead.
    Read the guide
    Go to the visitOpen Visit

    Opens the visit on your calendar, with everything you can change.

    See how jumps ahead to part 3: The visit, from the alert.

    Mark it handledMark reviewed, or Snooze

    Mark reviewed takes it off the list. Snooze brings it back later.

    See how shows:

    1. Mark reviewed Or Snooze it for later.
    Read the guide
  3. 3

    The visit, from the alert

    Scheduling opens on that visit. Change the caregiver, the time or the status right here.

    Alerts, an alert, then Open Visit.

    On this page

    Give it to someone elseChange caregiver

    Pick another caregiver, or leave it open for someone to take.

    See how plays the lesson Reassign a visit.

    Read the guide
    Offer it to everyoneOpen shifts

    Take the caregiver off and offer the visit to everyone who fits.

    See how plays the lesson Open shifts.

    Read the guide

At the end

Now you know how to handle late and missed visits