Rota management

Features for rota management

• Automates visit rostering saving over 80% on admin time.
• Customise your screen layout to suit the way you prefer to work.
• Checks which carers are free and the best suited to cover calls.
• Manage all your visits from one easy to use screen.
• Find groups of visits fast including uncovered calls and cancelled visits.
• Assign one or many care workers to calls with a click of the mouse.

Coordinating visits

Accurate coordination of your clients visits is the key to success for a domiciliary care agency. QuikPlan Schedule Expert will make light work of rostering visits by using a concept of creating templates for your clients. A template is the default visits for a client so if someone wants one call per day seven days a week you would create these visits in a template entering the day of the week, the start and end times, the service you are going to provide and the regular care worker who would normally undertake the call. You can create two week templates in QuikPlan so for example you could plan to have different carers alternating their shifts every other week.

When templates have been created for your clients it is then a simple case of instructing QuikPlan to create real visits from the information entered in the templates. This process is repeated week on week thus creating the majority of your visits without any effort. There of course will be changes and you make your permanent changes in the template before you update for the week it will effect and you make the weekly changes in the current week. The clever thing about QuikPlan is that it will take into consideration staff holidays and clients taking respite and adjust the weekly rosters accordingly.

Visit rostering management screens

Templates

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Creating templates for your clients saves you having to repeat the same process week on week. Templates represent your clients default visits and are used to quickly generate carers weekly tasks. 

Task manager screen

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The task manager screen is where you work with real life visits with actual dates. You can change times, service provided, add, delete, cancel calls and change carers without effecting the clients templates.

Available staff screen

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Making sure you select the best carer to cover a call can prove difficult without all the information at hand. The available staff screen displays free and booked staff listed in geographical order and suitability. 

 

Working with your visits

Customising your views

QuikPlan Schedule Expert will find and display visits in anyway you would like to see them. The task manager screen can be customised by dragging, dropping and realising columns like you do with a spread sheet. You can then save this view and the next time you log on to QuikPlan your customised view will be displayed.

Displaying tasks

You can view visits by searching on criteria such as date, name of client, carer, uncovered visits, or any countless number combinations from the many search fields available in QuikPlan, you can filter the information on screen thus allowing you to work with only the records that are relevant. Working with only the records you need can considerably reduce errors caused by accidentally amending the wrong visits.

Working with tasks

You can perform actions on a group of found visits and change the properties of these visits. By right clicking you will bring up a comprehensive menu whereby you can select the action you wish to take. You might want to change the service being provided or swap a member of staff for a selected group of visits. QuikPlan lets you manipulate data with ease so you get your work done faster.