(*) FCA's daily form. Reminder alarms have been set for the following times so I come back to this form and execute those tasks:

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

- 7AM
- 815am
- 845am- Daily Reminders
- 9am
- 4pm
- 430pm (Staffing)
- 515-6pm
- 9pm
- Midnight (Overnight Major Violators)
- 4AM (tomorrow - Overnight Major Violators)

copy and paste

(*) ALARMS have been set at

[copy and paste from list above]

Make sure the appropriate person is on call (see top of this form, there is a link called "How to assign someone to be on call with the telephony system"

1. Use this (1 sheet, latest day at the top)
2. It must be updated as calls come in. NOT at the end of the day or weekend
3. Separate the days with a yellow highlighted 6. Copy and paste with CMS in Whatsapp - CMS
must be high, medium or low
In the morning, please sort by Nature of the call by highlighting the entire section of all cells for this range, then Data then Sort then Sort range and choose the column for Nature of call
- if an issue involved numerous calls back and forth, merge them all into one cell and tell the entire story there
4. Open Dialpad Stats

(*) CALLS AND ISSUES LOG

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

Yesterdays were all documented (yesterday is at the top) and organized.
There were __ entries for yesterday. Here is the breakdown
There were __ high level priority rows
There were __ medium level priority rows
There were __ low level priority rows
There were __ calls for me yesterday for a total of __ minutes as per this report

For today, as inbound calls come in, as I make outbound calls, I will document them in this call log as well

1. Go to inbox
2. Read Alma's emails
3. Call any CG necessary etc
4. Assign CC tasks or forward VMs, faxes or emails
5. If need be, call HISC person

copy and paste

(*) CALLS

Do you need me to make any calls this morning before I update the HISC staff?

- sick calls
- new shifts from last night
- new shifts from today

Ignore this for now

Ignore this for now

1. Read below and also make sure this info is in the call log

2. copy and paste

(*) OVERNIGHT MAJOR VIOLATORS (LAST NIGHT)

Max, as per your instructions, I called these Major Violators

[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]

1. This is for Patient Care Issues

2. Patient Care Issues are to be disclosed here as well as in the Issues Column of the Master spreadsheet

3. copy and paste

(*) PATIENT CARE ISSUES - UPDATES FROM LAST NIGHT

Here were the patient care issues during my shift, all of which was also documented in Issues column of the Master spreadsheet

[Please summarize anything of interest since the last chat at end of business previous day with

Name of Client/ CG: issue/ description

copy and paste

(*) HR Issues since end of business yesterday

[list any or write NONE]

Check out the on-call log

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

1.Open Staff vacation calendar

2. Click Agenda view (click Agenda button top right)

3. See who's on vacation today, tomorrow and next day

4. Chat to HISC staff (Weekend channel)

(*) HISC STAFF (VACATION/ TIME OFF)


Please note the following HISC staff vacation days

[copy and paste from agenda view but in this format]

(*) TODAY

[list]

(*) TOMORROW [NAME OF DAY]

[list]

(*) [NAME OF DAY]


[list]

1. Open RN Calendar for today

2. Click Agenda view (click Agenda button top right)

3. See the calendar for today

4. Chat to RN Prep channel

(*) RN CALENDAR FOR TODAY AS DETAILED IN THE CALENDAR

[copy and paste from agenda view]

copy and paste

(*) Staffing Issues since end of business yesterday

[list any or write NONE]

Check out the on-call log

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

1. Click Open Shifts report

2. Look at today, tomorrow and day after tomorrow

Note: you can copy and paste shifts this way
(i) Click Day view (top right) and go to that day
(ii) then click Print Icon (top right) into PDF view
(iii) copy and paste the rows underneath the day of the week

3. Copy and paste in whatsapp group called Staffing

Good morning

https://hisc368.clearcareonline.com/scheduling/open-shifts

CMS wants me to review open shifts

(*) TODAYS OPEN SHIFTS = [#]

[copy and paste using instructions above as to how to copy and paste]

(*) TOMORROWS OPEN SHIFTS = [#]

[copy and paste]

(*) OPEN SHIFTS - DAY AFTER TOMORROW = [#]

[copy and paste]

1. Do you need any help?
2. Please remember to advise if any of these are being staffed with New CGs so I can do New Shift protocols including adding those new shifts in 3 columns of this spreadsheet

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

copy and paste

(*) Air purifier: CMS wants you to turn it on and then off at end of day

If tonight is your day off, make sure phones are forwarded to appropriate person as per these instructions

1.Open this bday calendar

2. Click Agenda view (click Agenda button top right)

3. See who's bday it is today

4. Chat to HISC staff (Weekend channel

(*) BDAYS FOR TODAY

[copy and paste from agenda view]

Please coordinate to wish happy bday!! A quick phone call can go a long way

copy and paste

(*) LOGOFF

I am about to log off until [Date/Time].

1. Do you need anything else?
2. Was everything clear that we discussed today?

1. Confirm that calls are coming into the office and being answered live by copying and pasting to Office channel

(*) PHONES

Has the auto attendant been removed and calls can come in live? I need to confirm this as I am about to logoff

2. Once confirmed, copy and paste to CMS

(*) LOGOFF

1. Confirmation that calls are coming into the office live.
2. I am about to log off until [Date/Time]. Do you need anything else?

1. Remove all notifications from Whatsapp and Dialpad

2. If HISC team needs you we will skype you or call you

You are off!

1. Top right of your app click the down arrow

2. Go to Do Not Disturb and turn it on

1. Top right of your app click the down arrow

2. Go to Do Not Disturb and turn it off so calls come in live

Make sure the you are on call (see top of this form, there is a link called "How to assign someone to be on call)

Put all notifications for Whatsapp and Dialpad back on

Chat with CMS about this

copy and paste this

Alma, I am on call tonight (5pm until 9am tomorrow) and for a few months, he wants all staffing decisions to be approved by he and you. Let me know if you are not available during any portion of this on call period

To see how many shifts start tonight and at what time so you are monitoring missesd clock ins

1. Please read the chat group since the last time stamp you read it for any issues

then

copy and paste this

(*) UPDATES SINCE THIS MORNING

Hi everyone, I am ready for to be on call tonight. Anything happen today I need to be aware of for purposes of this evening?

Step 1. Click here for New Shifts dashboard

Step 2. Check to see if any new shifts start today

Step 3. Go to New Shifts whatsapp group

copy and paste this

(*) NEW SHIFTS THAT START TONIGHT

Bal
I am working the phones tonight.

I see the following new shifts during my shift tonight

[list by copying columns B,C]

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

Please confirm I can do PC1 and 2 or just PC1

Step 4. Once you get answer to previous step, put alarm on your cell phone as reminder to call within first hour of the shift

Copy and paste this

(*) SICK CLIENTS/ SENSITIVE CLIENTS

RNs
I am working the phones tonight.

Are there any patients who need any calls or CGs who need any calls or reminders based on any patient care issues?

CMS expects you to either make any relevant calls or request that I do so.

Please advise either way

Copy and paste

(*) This evening/ Overnight-

Alma, CMS wants you to tell me if I should I expect any issues re

- New Shifts
- New intakes to do
- Late CGs
- Client being transferred from or to a facility

SHould I make any calls of any nature?

Copy and paste this

(*) RTG

If I need anyone for tonight or tomorrow morning and I can choose anyone who is available, who should I call? (make sure female in case the client is female, or specify MALE so I know that CG is only for male clients)

1. Confirm with CMS when you are off
2. Post this chat only the days before you take the day off, once you are back you dont need to do this until the following week

Copy and paste this

(*) MY SCHEDULE THIS WEEK

The night this week I am taking off is [Fill in] along with the following morning

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

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?

Until you get a definitive answer from each of the 5 chat groups in this section, copy and paste the following:

CMS wants me to get an answer from you today before 530pm, please respond

If it is 530pm and there is a chat group that has not responded you, chat with CMS and copy and paste this:

CMS. I did not get a response from Chat # __[[Name of chat title I sent them]

1. Click Open Shifts report

2. Look at today, tomorrow and day after tomorrow

Note: you can copy and paste shifts this way
(i) Click Day view (top right) and go to that day
(ii) then click Print Icon (top right) into PDF view
(iii) copy and paste the rows underneath the day of the week

3. Copy and paste in whatsapp group called Staffing

Good morning

https://hisc368.clearcareonline.com/scheduling/open-shifts

CMS wants me to review open shifts

(*) TODAYS OPEN SHIFTS = [#]

[copy and paste using instructions above as to how to copy and paste]

(*) TOMORROWS OPEN SHIFTS = [#]

[copy and paste]

(*) OPEN SHIFTS - DAY AFTER TOMORROW = [#]

[copy and paste]

1. Do you need any help?
2. Please remember to advise if any of these are being staffed with New CGs so I can do New Shift protocols including adding those new shifts in 3 columns of this spreadsheet

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

1. Click this link to RN Accountability list
2. Review Weekday checklist items for today and tomorrow
3. Do them (just Weekday Items)

Dont chat here anymore unless you have an active dialogue at that time

1) Chat CMS with all issues

2) All staffing issues to chat with Whatsapp channel called Staffing. If you need to staff a shift and no one responds to that channel, call Alma at 917=865-2049

3) Call CMS for ANY Patient Care issues (client sick, not feeling well etc)

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

Check for any important messages, VMs, etc

Click here for telephony logs to check for hourly clockins

1. Remember that all hourly overnight CGs are supposed to do hourly clock in every hour on the hour

2, Every day you ask Max who the typical Major Violators are and if they are on shift tonight, to check and see if they clocked in hourly

3. For those that you review with Max that are on this list who have not clocked in hourly, call them on their cell phone

"Hi, this is FCA from HISC how are you? How is the client? I see in our syste, that you haven't clocked in at 10pm,11pm,midnight. Is there an issue> Can I help you with that?

"The easiest way is to take your phone and put hourly alarms. I can help you. Do you have Android or Iphone?"

If Android - go to App Icon called clock and then click Alarm and set 11 alarms, 1 for 10pm, 1 for 11pm all the way to one hour before end of shift

If they are in a facility, consider adding their cell phone # or the nurses station phone # in CC under the client plus check the box to the right of the phone icon"

Check for any important messages, VMs, etc

Repeat the exercise under title called OVERNIGHT HOURLY CLOCKIN VIOLATORS at midnight