Daily Snapshot

The TurnPoint Home Screen provides you with a quick snapshot of what your team is doing today through Daily Snapshot

Some of the key features are outlined below: 
(For more details of what action can be/is expected to be taken can be found when clicking on each feature)

1. Rejected appointments: Appointments submitted to care staff but rejected by them due to unavailability / illness / preference etc
   

2. Overdue for Completion: appointments not ‘completed’ from the last 7 days

3. Pending Approval (active): appointments today, not yet ‘accepted’

4. Pending Approval (in active): appointments today, not yet ‘accepted’ – users not accessing the system
   

5. Appointments Today: total for current day
   

6. Declined Appointments: care workers arrive at client’s home and client refused service. Admin staff can then decide to charge / partially charge / cancel the appointment
   

7. Start/End Variances: actual attendance times varied from scheduled times. Administrator can accept / reject variance in times, which will flow through to billing & payroll exports. To find out more, click here
   

8. Travel Variances: actual travel distance and time as entered by staff, overriding the default settings calculated via Google Maps. These can be approved or rejected by Administrators 
   

9. Care Workers on Leave: count of staff away on leave / scheduled leave etc
   
   

10. Clients on Hold: clients temporarily not receiving care
    
    

11. Clients on Hold - Ending Soon: on hold periods ending in the next 7 days, possible need for follow up with client
    
    

12. Repeats - Ending Soon: appointment repeats originally scheduled to end in the next 7 days
    
    

13. Package Schedules - Ending Soon: package schedules that are due to end in 21 days

14. Pending Leave Requests: leave periods requested by care staff and not actioned by admin

15. Pending Carers Notes: notes added by care staff at the end of client appointments, pending action by admin (archive or add to CRM)

16. Qualifications Expired/Soon: a matrix of care workers and qualifications shows any qualifications with an expiry date coming up. Administrators are able to follow up
    

For any further questions, do not hesitate to get in touch: https://www.turnpointcare.com.au/contact-us