Command Palette

Search for a command to run...

Start Here
Administration
Users
Participants
Day-to-Day
Scheduling
Finance
Forms & Quality
Insights

Command Palette

Search for a command to run...

Participant reports

Participant Plans Report
Participant Birthdays Report
Participant Alerts Report
Participant Records Report
Participant Documents Report
Participant Goal Report
Participants Without Goals Report
Participants Without Risks Report
Participants Without Plan Manager
Participant Risks Report
Utilisation Report
Record Acknowledgement Report

User & team reports

User Records Report
Staff Birthdays Report
My Billable Hours Report
My Billables Report
Team Billable Hours Report
Team Billables Report
Capacity

Finance reports

Billable Charges Report
Voided Charges Report
NDIA Errors Report

Scheduling reports

Shifts Report
Shift Clashes Report
Shift Variance Report
Clock Location Variance Report
Supports Report
Support Notes Report
Support Cancellations Report
Support Tasks Report
Completed Supports Without Notes Report
Recurring Shifts Expiring Soon Report
Tasks Report
Tasks Without Notes Report
Public Holiday Report

Exports overview

Exports Overview Video

Participant exports

Participants Export
Participant Contacts Export
Participant Documents Export
Participant Records Export
Participant Tags Export
Plans Export
Goals Export
Risks Export
Utilisation Export

User exports

Users Export
Login History Export
Team Billable Export
Team Billable Hours Export

Finance exports

Invoices Export
Outstanding Invoices Export
Payment Allocations Export

Scheduling exports

Shifts Export
Completed Shifts Export
Participant Notes Export
Support Notes Export
Supports Without Notes Export
Tasks Export
Invoice Task & Note Export

Other exports

Form Submissions Export
Referrals Export
Signature Request Export
Contacts Export
Organisations Export
Plan Managers Export
Information Items Export

Notifications overview

Notification Overview Walkthrough

Participant notifications

Utilisation Notifications
Plan Notifications
Utilisation Variance Notifications
Birthday Notifications
Participant Record Notifications
Participant Check-in Notifications
Participant Risk Added Notification
Participant Risk Review Notification

User notifications

User Record Notification
Team Member Birthday Notification
Staff Milestone Notifications

Scheduling notifications

Recurring Shifts Ending Soon Notification
Missing Support Notes Reminder Notifications

Quality notifications

Incident Notifications
Referral Notifications
Record Acknowledgement Notification

User Guide Videos Training & Updates Developers

Insights
Public Holiday Report

Public Holiday Report

Was this page helpful?

PreviousTasks Without Notes Report