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Practical examples of SMS at work

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How to make & un-make one-off changes to rosters without affecting your master roster:

:: Daily Schedule for 15th November 2005:- shows where all workers are for the day

worksample1a

  • Workers names appear along the top and their clients in the column. Jobs are blocked out for the time they are busy so gaps can be seen easily

  • Notes appear at foot of window to help with re-allocations

  • Inter-active window – you can drag and drop clients from one worker to another or double click on a client name to make a change = quick and easy

  • Also shows which workers have clients who have cancelled, on temporary exit etc so that one-off services can be allocated in these spots

:: Weekly schedule for one worker:-

worksample1b

  • Shows jobs for one worker in visual format for one week

  • Inter-active – can double click on client to make changes or drag and drop from one day to another

  • Can see gaps easily to allocate new clients

  • Days off, sick, annual leave is also shown as ‘non-client’

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How to compile a HACC MDS quarterly return:

worksample2

:: 3 easy steps:-

  1. Create extract file
  2. View extract file
  3. Export extract file

Facility to print a report on the quarterly submission (Press Print summary of selected batch run)

:: Sample of the report:- Note: shows how the HACC rounding rule is applied


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Quick links:

See sample pages of how to enter and retrieve information using SMS:

  1. How to easily make and un-make one-off changes to rosters without affecting your master roster.
    Click here

  2. How to create a HACC compliance report. Click here