When you visit a member, you should check in and out so your invoice is accurate and the family knows when you are there and for how long.
To check in and out of a visit:
- Tap on the visit.
- Tap on Check In.
- When the visit is complete, tap on Check Out.
- Leave a quality notes. We want to know about any changes you’ve noticed.
- Give the visit a rating based on the wellbeing of the Helper.
- Make any adjustments to the Start and Finish time.
- Tab Finish.
Leaving a good note on check-out
Notes are a great way to communicate directly with your Community Manager. A note is designed to provide clear timely communication about the Member, their schedule or the visit.
As a Helper, you have special insight into the day-to-day lives of the Members you help. Any information you share can help make a huge impact in a Member’s life and ongoing care.
A change, even a small one, can be an early indicator of a bigger problem. We want to know about any changes you’ve noticed so we know if there’s anything else we can do as a team to better support a member.
If the matter is urgent (needs to be addressed immediately or within the next work day) or it posses a risk to the service a Member has requesting or is expecting then please contact the Community Manager immediately and directly via mobile phone. Notes may not be read for a couple of days.
You are also most welcome to leave a note providing more general feedback and comments which do not require action, we love getting your notes!
When can a Helper check-in:
Up to 1 hour before the scheduled check in time and up to 72 hours after the scheduled check out time.
When can a Helper check-out?
Any time, as long as the visit was checked in first.
What default Started At and Finished At times are used at check-out?
The Started At and Finished At times times default to the scheduled visit times.
When does a Helper have to leave a comment?
When the variance is greater than 15 minutes.
How much is a Helper allowed to adjust times at check-out (e.g. Variance tolerance)?
Up to 5 hours in addition to the scheduled duration. That is, if a visit was scheduled for 2 hours, a helper can adjust the check in and check out times so that the duration would become 7 hours.