Red flags warn, they don't block
Why CareComplete lets you save a shift with a problem on it, and makes sure someone looks at the problem before the shift is paid or billed.
Scheduling is full of judgment calls. The only caregiver free tonight is missing one of the client's preferred skills. A shift runs over an authorization by half an hour because the client had a fall. Two shifts overlap for ten minutes at handover. A system that refused to save any of these would stop the office doing its job, and people would learn to work around it.
So CareComplete refuses very little outright - for example a shift ending before it starts, or a change to a shift that is already finalised, paid or billed. Almost everything else saves, and raises a red flag on the shift instead.
The check moves to finalising
A red flag does not get in the way of scheduling, but it does have to be dealt with. A shift with a flag nobody has reviewed cannot be finalised, so it cannot reach payroll or billing until someone has looked at it.
That puts the check where it counts. The scheduler at 6 pm can get the visit covered. The person finalising timesheets, with time to think, decides whether the flag needs a fix - a code corrected, a time adjusted - or is fine as it is, and marks it Reviewed. The flag keeps who reviewed it and when.
Flags are checked again as the shift changes
Flags are worked out when the shift is saved, and again when its payroll and billing are worked out. Fixing the cause clears the flag; a new problem raises a new one. A review stays in place through ordinary changes, but changing the client or the caregiver puts every flag back to unreviewed, since the review was about different people.
This is also why a shift cannot be finalised while its payroll and billing are still updating: some flags, such as low profit or hours over an authorization, only appear once those are worked out.
Your agency chooses its flags
A few flags are always on, such as a missing skill, overlapping shifts or authorized hours exceeded. Others, such as low profit or pay below minimum wage, your agency turns on under Settings, Red Flags. Turn on the ones someone will act on. A flag nobody cares about only teaches people to click Reviewed without reading.
concepts-red-flag-on-calendarA client's calendar in the demo agency Riverside Home Care, This Week, one shift showing a red flag with the count 1 in its corner, the shift's red flag list open in the editor: "The authorization's hours for a period are exceeded."For the list of flags and how to review them, see Reviewing red flags.