EmailMeForm
W/E Manager - I. Friday (Day 1)
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Logic
Sat, Sun and Holidays sheet
Today's Date
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MM
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DD
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YYYY
HISC Rep
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Email
8AM PREP
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ALARMS (TIMES OF DAY TO CREATE ALARMS )
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Please select
Done!
Not done
(*) At the following times, create an alarm with your phone to remind you to come back to this form and execute the tasks scheduled for that time
1. 12 Noon
2. 430/5pm
3. Midnight
4. 4am
Whatsapp with CMS
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Please select
Done!
Not done
copy/paste the following:
(*) ALARMS
FCA's FRIDAY's daily form. Reminder alarms have been set for the following times so I come back to this form and execute those tasks:
[copy and paste from list above]
Whatsapp with Angie Friday mornings
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Please select
Done!
Not done
copy/paste the following to Angie and CMS
(*) STAGE 1 ANALYSIS
http://www.emailmeform.com/builder/form/X9c92OsffhDc
Angie I am about to sign off and want to contribute to this form, can you start filling this out now?
12 NOON
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Friday morning chat to Weekend Whatsapp Group
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Please select
Done!
Not done
copy/paste the following:
Hi HISC team!
1. I am prepping for weekend on call manager duties
2. HR, I will need RTG list by that time, CMS wants you to review this list and give me your favorites for each day should I need someone
Papaly
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Please select
I have it up and will use it as a reference all weekend
Telephony - 1. Dialpad on your cell phone
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Please select
Done, I tested it
Not done, I will chat CMS to get this working
Make sure that the Dialpad app is connected to your cell phone at any times that you are not near your home office (Open the app and login using your HISC credentials)
Telephony - 2. Dialpad on your Google Chrome browser
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Please select
Done, I tested it
Not done, I will chat CMS to get this working
Make sure the Dialpad extensions are on your Chrome Browser by clicking these 2 app extensions for your browser
1. Extension #1 (please launch and enable)
2. Extension #2 (please launch and enable)
Telephony - 3. Test Dialpad incoming and outgoing
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Please select
Done, I tested it both 1. Outgoing and 2. Incoming (as detailed below)
Not done, I will chat CMS to get this working
1. Call NYC Office and see if the call comes in clear and let them know you are testing it
2. Ask them to call your direct extension 212-614-8055 to see if (i) call comes in and (ii) it is clear
If both work and there is total clarity, copy and paste to CMS
(*) TELEPHONY
I tested it both 1. Outgoing and 2. Incoming and it works and full clarity
Telephony - 4. Telephony routing
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Please select
I have it up and will use it as a reference all weekend
1. Make sure that the telephony system is routing calls to your phone according to weekend telephony mechanics.
2. Whatsapp with CMS and copy and paste:
Telephony - Telephony routing
CMS, you asked me to remind you to make sure calls are being routed to my Dialpad extensions in the call routing system
Call Log
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Please select
Done, last weeks are cleaned up and I will use this all weekend long for all incidents and incoming calls
1. Use this all weekend
2. It is to be used for incidents and incoming calls
3. It is easiest to do as the calls come in. NOT at the end of the day or weekend
4. Clean up last weeks so it is intelligible (most recent date at the top)
Voicemails
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Please select
Understood!
1. We do not like people calling and going into VM
2. All weekend long look at Inbox called VMs looking for VMs and calling people asap and dealing with them as they come in
Staffing Changes
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Please select
Understood!
If I need to staff a new shift because someone doesnt show up or if a client needs a new shift, I now that RTG and Carefinder are only a start, ultimately the Staffing Bible needs to be following
staffing.seniorcaremanhattan.com will be my guide
Missed Clock ins
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Please select
I will monitor all weekend long and call CG
Step 1.
Look at dashboard for each day this weekend and observe all the START times of the shifts and that is when you will either get a missed clock in or not
Step 2.
Alerts for missed clock ins can be received 1 of 3 ways: (i) Email (ii) looking at the dashboard or (iii) text. Make sure you understand this
CHATTING AWAY!!
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I realize that on Fridays I fill out this quick report and on Saturdays and Sundays its a separate report
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Yes, I will submit this report before 5pm
No, I will explain
There are 2 reports
1 called Fridays
1 called Saturdays/ Sundays/ holidays
They can all be found on weekend.seniorcaremanhattan.com
Whatsapp channel called Weekend
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Please select
Done!
Not done
1. In this channel you will find lots of messages related to this weekend
2. Start reading ALL chat entries from yesterday (Thursday), read all entries related to this weekend before starting your Friday checklist
Whatsapp channel called STAFFING
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Please select
Done!
Not done
Step 1.
Click here to review Open Shifts Calendar
2. Copy and paste in that channel called Staffing
(*) OPEN SHIFTS - between today and and the evening after I finish my weekend dutuies, there are __ open shifts.
Do you need any help with this?
Whatsapp channel called STAFFING
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Please select
Done!
Not done
Copy and paste in that channel called Staffing
(*) CONFIRMATION OF SCHEDULES:
1. CMS wants to know how far down the list you are for confirming schedules with clients (Emails and Phone Calls)? What percentage complete
2. Do you need any help? Yes or No
Whatsapp channel called STAFFING
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Please select
Done!
Not done
Copy and paste in that channel called Staffing
(*) CONFIRMATION OF SCHEDULES:
1. CMS wants to know how far down the list you are for confirming schedules with clients (Emails and Phone Calls)? What percentage complete
2. Do you need any help? Yes or No
Whatsapp channel called CGs (POC/O/N, Lateness)
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Please select
Done!
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Copy and Paste
(*) OVERNIGHT CLOCK IN VIOLATORS AND POC VIOLATORS
good PM Max, I am working the night shift and CMS wants me to call 3-5 CGs to help them be compliant with
1. Overnight hourly clockins
2. POC Summaries
Please look at the liveview, tell me who I can call in each area
Whatsapp channel called Weekend
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Please select
Done!
Not done
1. Every Friday Angie adds a list of issues to this channel, look for it (it is usually long)
2. If you do not see it, chat her by copy pasting this: Angie, let me know when Weekend Issues will be posted to this chat group
3. Review Weekend Issues entry that Angie did for today with Angie and Alma since it refers to people who havent confirmed schedules as well as open shifts
4. Review and deal with those issues on this chat group until they are done
Whatsapp channel called Tasks - Sumi
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Please select
Done!
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Copy and paste to this chat group
(*) RN Visits and Initial Assessments
Sumaya, please open this
https://docs.google.com/spreadsheets/d/12u3RrTv7JsRDjs5bQkxqIabgOUpxBvDpqN3t-AWgw20/edit#gid=996126089
CMS wants you to
1) Update all columns to represent all missing Assessments, RN Visits (past due and coming up)
2) Once done, please email a copy and paste of all cells across all 4 columns to CMS, CT and both RNS with following message
Please note the following visits are due and CMS and CT want them done asap
Rule
1. All Initial Assessments for new patients need to be done before start of care or on day 1 of start of care
2. RN Visits need to be done every 2 months for every client
If this is not correct, you must let me and CMS know asap
Here is the list of Patients and what is missing
[List below]
PERSIST RE PREVIOUS SECTIONS
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Done!
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Do not continue until you get an answer in the Chat channel to the previous question. It can take hours to resolve all weekend issues list and so space out time throughout the day and prioritize
CC TASKS
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CC Tasks - # of tasks assigned to you are
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- Go to CC Dashboard (make sure you are signed in with YOUR name)
- Choose dropdown window that says "My Tasks"
Whatsapp (with CMS)
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Please select
Done!
Not done
Copy and paste the following: # of CC tasks assigned to me are:
Yes, I will deal with them today and throughout the weekend
CC Tasks
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Please select
In office
Over the telephone
Did not take place today
All weekend long as issues arise, they need to be documented in CC as a task
Examples:
1. A call out
2. An incident
3. Lateness
4. Client not feeling well
RNS - communication b/w Weekend Manager and RNs
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Go to Whatsapp Group called CMS, RNs and you
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Please select
Done
Not done
Copy and paste this
(*) WEEKEND PREP
Please note that if I have issues with any of your patients, CMS wants me to reach out to you. Please let me know now if there are any times of the day you will not have your phone on
Dont move on until you get a response from RNs and CMS
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Please select
Understood!
Not done
Keep hunting down or call them until each respond
RTG/ STAFFING
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RTG Potentials (Whatsapp channel called RTG)
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Please select
Done!
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Copy and paste this into Whatsapp Group called RTG
HR, I need the RTG, CMS wants you to review this list and give me your favorites for each day should I need someone
Dont move on until you get a response in RTGs
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Please select
Understood!
Not done
Keep hunting down or call them until each respond
Patient Geographic distribution
to be used for quick fillins
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(*) Yes, I will use this geography.seniorcaremanhattan.com
For a day shift you are sending to do an overnight, make sure to remind them to drink coffee
Potential RTG list
- how many are available?
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RTG Chat
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Yes, done
(*) No, I will explain
Copy and paste: HR, this RTG report below shows only __ Potentials CGs, is this correct?
https://hisc368.clearcareonline.com/reports/custom/view/cgs-potential-rtgs/
Staffing
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Please select
Understood!
Not done
If I need to staff a new shift, I will access the Staffing Bible at staffing.seniorcaremanhattan.com
CLIENTS IN FACILITIES & TELEPHONY ISSUES
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Whatsapp channel called: Pts- Facilities(Hosp/SNF)
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Please select
Done!
Not done
Copy and paste this:
(*) UPDATE ON CLIENTS IN FACILITIES
JK and Max, please give me a list of all clients in hospitals or facilities so I know for staffing and telephony purposes:
Whatsapp with Max Sanchez and Rosa
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Please select
Done!
Not done
Copy and paste this:
(*) TELEPHONY ISSUES
Rosa and Max, please give me a list of clients who either are in hospitals or who dont have a house phone and so I know to expect missed call alerts
Whatsapp channel called: Pts- Facilities(Hosp/SNF)
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Please select
Done!
Not done
Copy and paste this:
(*) UPDATE ON CLIENTS IN FACILITIES
JK and Max, please give me a list of all clients in hospitals or facilities so I know for staffing and telephony purposes:
Make sure response to previous question is updated, if not let CMS know
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Please select
Response given
NEW SHIFTS
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1. New Shifts today
- any for tonight?
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Please select
Done!
Not done
Copy and paste this:
Whatsapp channel called: New Shifts/ QAs
COPY AND PASTE TO chat group called QA Calls
(*) NEW SHIFTS (TODAY) DURING MY SHIFT
https://docs.google.com/spreadsheets/d/12u3RrTv7JsRDjs5bQkxqIabgOUpxBvDpqN3t-AWgw20/edit#gid=265837754
I have the following
[copy and paste columns B & C for tonight]
I will do PC1 and PC2 within 70 minutes of the call
Any advice on these?
2. New Shifts today
- any for tomorrow? - SATURDAY
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Please select
Done!
Not done
Copy and paste this:
Whatsapp channel called: New Shifts/ QAs
COPY AND PASTE TO chat group called QA Calls
(*) NEW SHIFTS (TOMORROW) DURING MY SHIFT
I have the following
[copy and paste columns B & C for tonight]
I will do PC1 and PC2 within 70 minutes of the call
Any advice on these?
3. New Shifts today
- any for tomorrow? - SUNDAY and beyond
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Please select
Done!
Not done
Copy and paste this:
Whatsapp channel called: New Shifts/ QAs
COPY AND PASTE TO chat group called QA Calls
(*) NEW SHIFTS (SUNDAY) DURING MY SHIFT
I have the following
[copy and paste columns B & C for tonight]
I will do PC1 and PC2 within 70 minutes of the call
Any advice on these?
4. New Shifts
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Please select
Done!
Not done
Copy and paste this:
(*) NEW SHIFTS - ANY MORE?
ALMA, Are there any more new shifts not on this spreadsheet? Please review
https://docs.google.com/spreadsheets/d/12u3RrTv7JsRDjs5bQkxqIabgOUpxBvDpqN3t-AWgw20/edit#gid=265837754
Do not move on without answers to all these
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Please select
Done!
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Copy and paste this:
(*)RESPONSES TO TONIGHT, TOMORROW AND SUNDAY
CMS wants me to get answers to all these. Please let me know if this spreadsheet is everything and if I need to know anything
5. PC1 and PC2 calls
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Please select
Done!
Not done
Copy and paste this to QA Calls channel
(*) PC1 and PC2 calls
CMS wants me to review how and when to make these calls
Who can review this with me? Who can I practice this with? Bal or Alma? CMS insists
6. New Shifts
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Please select
Done!
Not done
Copy and paste this to CMS Chat only
(*) NEW SHIFTS
https://docs.google.com/spreadsheets/d/12u3RrTv7JsRDjs5bQkxqIabgOUpxBvDpqN3t-AWgw20/edit#gid=265837754
From today 5pm until Monday morning, there are [X] New shifts
I discussed all of them with the QA team and I know which PC1 calls to do and what PC2 calls to do (I know that PC2 call cant be done if client has significant dementia)
REMINDERS BEFORE THE WEEKEND STARTS
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Transfer phones to your weekend phone
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Please select
Done!
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Step 1. Transfer phones to yourself
voip.seniorcaremanhattan.com
CLick On Call mechanics
Follow instructions on the left side
Step 2. Copy and paste this ONLY after confirmation that you did it:
(*) VOIP - TRANSFER PHONES
I confirm I transferred phones to myself
Team Communication Emails
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(*) Anything staffing related to be emailed to staffing@homeinsteadny.com
(*) Anything HR related to be emailed to hr@homeinsteadny.com
(*) Anything patient care related to be emailed to patients@homeinsteadny.com
(*) Anything of interest to everyone to be emailed to allstaff@homeinsteadny.com
If you start typing these email addresses, they will self populate.
STAFFING
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staffing.seniorcaremanhattan.com
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(*) I know I need to choose client and shift
(*) Try and use Favorite first then worked with
(*) I know to remove 368 as default location
(*) I know to remove CG filters to expand the search
(*) I know how to send a mass email/text to all those available for a shift if/ when I need someone
FINAL WRAPUP!!!! (Between 430pm and Closing Time)
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Whatsapp chat group called Weekend
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Done!
Copy and paste this
(*) Last administrative things. CMS wants you to
1. Turn off all AC units (including fans)
2. turn off air purifier
3. Throw out all garbages (no food in the office)
Who can I tell him will make sure of this?
Open Shifts
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Done!
1. Check open shift calendar
https://hisc368.clearcareonline.com/scheduling/open-shifts/
2. Copy and paste in Open shifts
(*) OPEN SHIFTS - the next open shift is
[Date]
[Name of Client and CG and time of call)
Weekend Issues
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Done, they are either all resolved or being resolved!
Go to whatsapp chat called Weekend and copy and paste
(*) WEEKEND ISSUES LIST
Angie, can we please review the Weekend Issues list that you presented this morning so I know what is pending for this weekend?
[list any issues you are aware of that have not yet been resolved]
Do not move on without response from team
Round Robin
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Done, they are either all resolved or being resolved!
Go to whatsapp chat with CMS
(*) ROUND ROBIN
What should I know? Should we do a round robin? client by client?
Monday morning email
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(*) Yes, everything that needs to be addressed by a staff member will be addressed thru a CC Task
(*) Not done
In addition to the Monday email summarizing CG and CL issues, make sure each of those issues are
1. Documented in a CC task
2. Assigned to the proper person(s)
3. Related to the corresponding CG and/or CL
Whatsapp Chat (Group = Weekend)
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(*) Yes, I copied and pasted this
(*) Not done
Before you submit this,copy and paste this below into the Weekend Group chat
I am finishing the Friday report, is there anything else you want me to do?
2 CRUCIAL TIMES (i) MIDNIGHT, (ii) 4AM
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Go to Weekday sheet
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Done!
Not done
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
Signature (sign your name)
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Clear