Bookings can only be confirmed once the visit has been completed, or if the Booking Type doesn't require that carers check in. The visit is considered as complete once each of the allocated carers has checked in and checked out of the visit using the app, or if manually check-ins have been added.
A list of unconfirmed bookings can be accessed by opening Bookings > Unconfirmed. If automatic confirmation is enabled, this list will only contain bookings that didn't meet the thresholds. Warnings will be shown giving the reason why each of these was unable to be confirmed. This is an opportunity to review and follow up with the carer when necessary.
At the top, you can see the total number of unconfirmed bookings. You can also see information about the booking for each booking, including; Date, time, duration, booking type, client, carer(s), the number of thresholds failed and the option to open up the booking. The bookings will show starting with the earliest booking on the list.
Down the left hand side there are tick boxes, use these to select the bookings you would like to confirm, or use the :done_all: icon to select all (up to 50 at a time)
Hovering your mouse over the number on the right hand side will show you which thresholds have failed as well as showing the allowed variance.
Confirming the booking
Information about the visit will be shown, including arrival time and duration, as well as arrival and departure distance. The failed thresholds will be shown at the bottom as well. You can click the view check-ins button to open up the visit, or click confirm now to confirm.
Acknowledging booking duration
This bar appears when the visit duration variance is greater than double the allowed percentage as defined in Settings > Roster > Thresholds. You will be asked to acknowledge that you are aware of the visits duration to prevent the booking being confirmed at the wrong duration. Any duration variance which is less than double the allowed amount will not require acknowledgement.
If you pay or charge for the actual visit time, the confirmed time is the time used for invoice or payroll calculations.
Start Time & Duration
If the service contract or carer contract is set up to calculate using actual times instead of planned, the confirmed start time and duration may have an effect on how the booking is billed or paid. The start time influences which unsociable hours range the booking falls in, and the confirmed duration is used when calculating using hourly rates.
Before it can be confirmed, the booking must be complete. To view a list of incomplete bookings, open Bookings > Incomplete. From here you are able to add manual check-ins where necessary.
To add a manual check in either select the booking(s) you want to check in to, or click on the pencil icon on the right hand side and confirm the arrival time and departure times as necessary.
The system can automatically confirm visits that adhere to configurable thresholds. The system will check the punctuality, duration under/over-run, and distance away from the service user's address.
Automatic confirmation can be enabled and configured in Settings > Roster > Thresholds.