W/E - II. Sat/Sundays+
  • / /

  • SECTION I. MORNING PREP (7 and 8am)*******************

    This is just a review of things and a confirmation/affirmation from you that you will follow these things
  • Review all sections of this form, take a clean piece of paper out as an agenda (hour by hour) and make reminders of things to be done at certain times as per sections below

    SECTIONS FOR SATURDAY AND SUNDAY (make an alarm note for yourself to make sure you do them)

    1. 7-8am prep section
    2. 8am section
    3. 10 am
    4. NOON
    5. 5pm
    6. 9pm
    7. 1015pm
    8. Midnight
    9. 4am

    SECTIONS FOR MONDAY MORNING (make an alarm note for yourself to make sure you do them)
    1. 7am to 8am
    2. 845am
  • 1) Go to Weekday morning emailmeform and do the section called Call log (at the very beginning) for yesterday and follow those instructions

    2) Chat with CMS

    (*) READY TO WORK

    http://www.emailmeform.com/builder/form/7B9mPsZ3bVqT716ix

    1) Alarms have been set at

    [copy and paste the times from the previous step]

    2) I am ready to work this morning and will use this as my guide today and then tomorrow as well until weekend assignment is over
  • Form #1 - Saturdays and Sundays - review this

    Form #2 -Monday morning weekend wrapup - review this now so you know what info to collect in calls and issues log for Monday morning

    Chat with CMS

    (*) WEEKEND GUIDE

    http://www.emailmeform.com/builder/form/7B9mPsZ3bVqT716ix

    I will use this as well as faq.seniorcaremanhattan.com as my guide all weekend long

    On Monday morning I will send this form out and so I will look out for those issues all weekend long

    https://www.emailmeform.com/builder/form/f7S8zYdb09ulRk2a0Nd1
  • 1. Go to that form
    2. Dont fill out entire form
    3. Just the morning essentials section
  • Whatsapp with CMS

    (*) WEEKEND ISSUES FROM FRIDAY

    Please note that of the issues from Friday including CGs not confirming schedules, the following are still pending

    [List or write NONE]

  • SECTION II. 8am MORNING BASICS*******************

  • 1) Call office (212) 614-8057 to make sure it is working fine
    2) Make sure you here the Auto Attendant
    3) Hit 0 for on call person
    4) See if it goes to your phone

    Whatsapp with CMS

    (*) TESTING THE VOIP PHONES

    I tested it this morning and (i) calls are working fine and (ii) with full clarity
  • (*) EMAILS INBOX

    I read all emails since yesterday (there are no unread emails) including
    - VMs
    - Spam
    - Alma's emails and there is nothing pressing nor urgent
  • COPY ANd PASTE TO CMS:

    (*) OPEN SHIFTS:

    1. Saturday = ??

    2. Sunday = ??

    3. Monday = ??
  • 1. Set alarms on your cell phone to remind you to do the calls on time

    2. COPY AND PASTE TO CMS CHAT

    (*) NEW SHIFTS TODAY

    https://docs.google.com/spreadsheets/d/12u3RrTv7JsRDjs5bQkxqIabgOUpxBvDpqN3t-AWgw20/edit#gid=265837754

    I have the following

    Total New shifts today = ??

    [copy and paste columns B & C for today]

    Next to each new shift put PC1 and/or PC2 depending upon what the QA team instructed you to do (or put NO CALLS if they told you to not make any calls]

    1. I spoke to the QA team and know what to do
    2. I have set alarms for myself for today and all weekend so the calls are done within first 60 minutes of the shift
  • copy and paste

    (*) OVERNIGHT MAJOR VIOLATORS (LAST NIGHT)

    Max, as per your instructions, I called

    [list the Major Violators you discussed with Max yesterday]

    and this was what I came up with [explain your conversation as well as how they did with the clock ins]
  • Prep myself to be on the look out for missed clock ins

    Step 1. Go to Dashboard live-view clients for today

    Step 2. Look at all start times

    Step 3. Be on the dashboard all day and filter using Missed clockins

    (*) MISSED CLOCKINS/ LATE CLOCK INS

    I will be reviewing the dashboard all day, especially during the times when shifts start to review for

    1. Missed Clock ins
    2. Late clock ins



  • Copy and Paste:

    1. I did all morning basics today, there are __ open shifts for today.
    2. Issues so far include: [detail them]

  • SECTION III. 10AM - CLOCKING IN PATROL*******************

  • Add the time you did this report
  • copy and paste in POC Summaries - Admin

    (*) POC SUMMARY

    http://www.emailmeform.com/builder/form/eRc9gfB2lrS

    I am going to start this now
    Let me know if any questions
  • 1. Check the dashboard and live view for missed clock ins and late clock ins
    2. Copy and Paste to CMS

    (*) MISSED AND LATE CLOCK INS

    1. Missed Clock ins so far include

    [List Vertically and describe actions taken]

    2. Late Clock ins so far include

    [List Vertically and describe actions taken]

  • copy and paste in POC Summaries - Admin

    (*) POC SUMMARY

    http://www.emailmeform.com/builder/form/eRc9gfB2lrS

    I am going to start this now
    Let me know if any questions
  • 1. opent that link
  • Even though you get the texts, this report will show you exactly what the situation is
  • NO EXCEPTIONS

  • SECTION IV - NOON *******************

  • Run the liveview and filter by Missed Clockins

    (*) MISSED CLOCK INS

    I ran the CC liveview and filter by Missed Clockins and here is my update on this

    [Update]

    (*) Intakes

    [Update]
  • 1. Open the New Shifts dashboard

    2. Make the calls, update the spreadsheet

    3. If anything is missing or seems out of place, let CMS know

    4. copy and paste

    (*) New Shift Updates: PC1 and PC2 calls for todays new shifts

    in a nutshell

    [just name of client and CG and color]
  • 1. Go to Priorities chat group
    2. See if there are any updates
    3. Communicate them in Whatsapp group called Priorities

    copy and paste

    (*) PRIORITIES UPDATES

    [list any updates such as your following up on any issues that were serious from the POC or even from a sick call or issue related to a client

  • SECTION V - 5pm****************************

  • Step 1. Review how many shifts (i) remaining today and (ii) for tomorrow

    Step 2. Go into CC to make sure CC matches with this spreadsheet (if it does not, please alert the New Shift team immediately since CC is probably right and spreadsheet wrong which means we need to prep the correct person). If CC and NSF are not correct, copy and paste this into New Shift channel

    (*) CC and New Shift spreadsheet have discrepancy

    https://docs.google.com/spreadsheets/d/12u3RrTv7JsRDjs5bQkxqIabgOUpxBvDpqN3t-AWgw20/edit#gid=265837754

    CC for [Client] on [date/time] says [CG-A]
    NSF spreadsheet says [name of CG-B]

    Please let me know so I can (i) make sure CG-A doesnt show and (ii) prep CG-B

    Step 3. Look at the column that says NSF (new shift form) sent and column called Reviewed with CG. They must both be filled and time spent must be at least 5 minutes. If any of the shifts do not have both checked off appropriately we must act immediately and so copy and paste in New Shift

    (*) New shifts for tomorrow missing confirmation of New shift form sent and reviewed include

    [list copy and paste those who do ]

    STEP 4. For those shifts that are properly coded as having been reviewed please note that many of these confirmation actually took place more than 2 days ago. Please note that we need to call the CG and quickly review the New shift form.

    (a) Please click here find the new shift form that was send

    (b) call the CG and review the address, key points and have CG repeat and and ask if CG is comfortable

    Copy and paste in New Shift form chat

    (*) NEW SHIFTS FOR TOMORROW. I called and reviewed the new shift form for

    [list time, client name and CG]
  • All the updates from Section IV to be done now at 5pm, 1 by 1 for all sections. If no updates then just mention in 1 chat to CMS that there are no updates related to [list the titles of those SEction IV sections)

  • Staffing "On Call" List

    ****************************
  • copy and paste from the RTG chat channel
  • List any CGs from on call list and remind us so we pay them $20 MetroCard for every shift they take on

  • HR ISSUES

    ****************************
  • List
    1. CG Name
    2. What the issue was
    3. What I think the f/u call should review (including the HR policy)
  • List
    1. CG Name
    2. What the issue is
  • List
    1. CG Name
    2. What the CG did to be thanked for
  • Email allstaff@seniorcaremanhattan.com

    Subject: RTG Rating for this weekend

    This weekend I needed to have CGs ready to go in the following instances and here is what my experience was

    List below in numeric fashion the following
    - Day/ time and client name and what your experience was using the RTG document in order to complete the shift

  • 9pm

    ******************************************
  • Make sure the last overnight shift for tonight clocked in
  • 1. Open New shift dashboard

    2. If there is a New shift that starts tonight, do PC1 and PC2 as per your conversation with New Shift team

  • 1015pm - END OF EVENING SUMMARY

    (after the last overnight started and you confirmed they clocked in)

    ******************************************
  • (*) HR ISSUES TODAY

    1. Call outs (Missed Clock-Ins)

    [Update]

    2. Lateness

    [Update]

    3. Open Shifts

    [Update]

    4. Other HR Issues

    [list]
  • (*) IMPORTANT CALLS/ ISSUES TODAY


    [go through the call log and copy and paste/ summarize them]
  • (*) NEW SHIFTS AND PRELIM CALLS 1 and 2 TODAY

    [list the new shifts and just colors given for each]
  • (*) PATIENT CARE ISSUES TODAY

    [go through the call log and copy and paste/ summarize them]

    Do you want me to do anything tonight or early tomorrow morning
  • (*) CALL LOG

    https://docs.google.com/spreadsheets/d/12u3RrTv7JsRDjs5bQkxqIabgOUpxBvDpqN3t-AWgw20/edit#gid=418168638

    As of now the call log for today has [#] entries, feel free to review them

  • 2 CRUCIAL TIMES (i) MIDNIGHT, (ii) 4AM

    ******************************************
  • 1. Click here and go to Weekday sheet

    2. Scroll down on this sheet to the sections called Midnight and 4am

    3. Execute them tonight at Midnight and 4am

  • SUNDAY AFTERNOON

    ******************************************
  • (*) TOMORROW'S INTERVIEWS

    https://app.smartsheet.com/b/publish?EQBCT=2be94ab5a829480faec69e397edbd924

    Angie

    1.What is the user name and PW for this page?

    2. do you want me to remind anyone from this list about details for tomorrow? CMS wants me to ask you

  • Copy and paste into Whatsapp channgel called Weekend

    (*) MONDAY MORNING

    Tomorrow, CMS wants the following

    (a) 8am - everyone must read the weekend report

    (b) 815am - you must read all your emails

    (c) 830am - you must read all your CC tasks

    (d) 845am - be ready to discuss it at your desk, review chats and execute

    If you cannot adhere to this, please let me know now so I can inform CMS. He suggests that if you cannot be in the office my 8am that you enable your cell phones to be able to do (a), (b) and (c) above
  • 1. Click here fore RN Accountability Sheet

    2. Scroll down to Sundays only

    3. Complete!

  • MONDAY MORNINGS

    ******************************************
  • Click this link Monday mornings (or Tuesday morning if day after 3 day weekend) - I will fill out this form to review the weekend with the HISC team
  • Clear
    Do not submit this until Monday morning. Otherwise, it gets stuck behind Sunday night emails