5.6 Upgrade Documentation

Upgrade Documentation: BlueSky 5.6


SUMMARY

*** Hospital Systems – instructions are available via the Hospital System Setup documentation

*** Daily Pay functionality – instructions are available via a Daily Pay documentation

*** YSH Evaluations functionality – instructions are available via YSH Evaluations documentation

*** Global Cash Card functionality – instructions are available via GCC documentation

*** For details on these items please contact support at support@blueskymss.com


  1. Pay documentation can now be sent to SC companies via email

  2. An SMS reminder before the shift starts

  3. In Caregiver grid hover over the date in note column to view the last note

  4. Add a note in the Required Document section of BlueSky without having to verify the document first.

  5. Inside the Submission filter we have added the ability to create a date range for any submission status.

  6. Company Logo is now available on all emails out going to caregiver and facility

  7. Summary All Caregivers to Be Paid report – added multiple caregivers to the filter

  8. Selected Non-working days in the Contract are now reflected in the Revenue Projections report

  9. Headcount Report – added group by Facility and by Unit to the Filter; added Total number of Caregivers

  10. Billing by Month report has a new Average Bill Rate column

  11. Executive Summary Report now has OnCall Hours and CallBack Hours

  12. Note Report filter now has dates of the job, if the Note is inside a Contract/Shift/Need



  1. Pay documentation can now be sent to SC companies via email

Permission for the functionality can be found in Entries/Subcontracting Companies/General

CUserssologAppDataLocalMicrosoftWindowsINetCacheContentWord2017-04-07 11_20_28-Permission Editorpng

And in Payroll/Pay SC

CUserssologAppDataLocalMicrosoftWindowsINetCacheContentWord2017-04-07 11_25_01-Permission Editorpng


In the Entries/Subcontracting Companies/General page select Send by Email. Next enter Pay Email and Confirm it:

CUserssologAppDataLocalMicrosoftWindowsINetCacheContentWord2017-04-07 11_39_19-Program Managerpng

When you are ready to run Pay Documentation for SC Company, inside the Filter, select Send Pay Documentation by Email:

CUserssologAppDataLocalMicrosoftWindowsINetCacheContentWord2017-04-07 11_46_12-Payroll Optionspng

The Pay Documentation will be send to the email form the SC/General Pay e-mail box.











2.    An SMS reminder can be sent before the shift starts.

To activate this functionality please contact support at support@blueskymss.com and please provide the following information:

a. Time when reminder needs to be sent. Example: “send reminder 24 hours in advance”

b. Text of the reminder

c.  Date of the Shift

d. Time of the Shift

e. Facility where the shift is scheduled to be worked at

f. Unit where the shift is scheduled to be worked at

NOTE: Reminder will be sent once.




  1. In Caregiver grid hover over the date in note column to view the last note.


OSUsersuserDesktop2017-04-11 10_16_10-Photos 2png



  1. Add a note in the Required Document section of BlueSky without having to verify the document first.  

Select the note icon > write your note before or after verifying the document.

OSUsersuserDesktopScreen Shot 2017-04-11 at 110604 AMpng


Note:

OSUsersuserDesktopScreen Shot 2017-04-11 at 110559 AMpng









  1. Inside the Submission filter we have added the ability to create a date range for any submission status. Go to Travel Needs > Submission > Select the filter > Select your preferred date range.


OSUsersuserDesktopScreen Shot 2017-04-11 at 114018 AMpng




  1. Company Logo is now available on all emails out going to caregiver and facility.

Company Logo can be added to the template in Admin/Setup/Email Template Editor:

CUserssologAppDataLocalMicrosoftWindowsINetCacheContentWord2017-04-12 12_06_28-https___demo411blueskymsscom_NewVersion_Email_TemplateEditoraspxpng


The emails where Company Logo can be added are:

·        Caregiver was applied but not assigned to Need (from Submission) (to applied Caregiver)

·        Caregiver cancelled Needs (to Caregiver)

·        Caregiver was applied but not assigned to Permanent Placement (to Caregiver)

·        Caregiver was applied but not assigned to Shift (to Caregiver)

·        Caregiver was assigned to multi-day Shift (Notify Caregiver)  (to Caregiver)

·        Caregiver was assigned to multi-day Shift (Notify Facility) (to Facility contact)

·        Caregiver was assigned to Need (to Caregiver)

·        Caregiver was assigned to Permanent Placement (to Caregiver)

·        Caregiver was assigned to Shift (Notify Caregiver) (to Caregiver)

·        Caregiver was assigned to Shift (Notify Facility) (to shift unit contact)

·        Caregiver was unassigned from Permanent Placement (to Caregiver)

·        Caregiver was unassigned from Shift (to Caregiver)

·        Facility cancelled Shift  (to Caregiver)

·        Facility cancelled shift for applied caregivers (to Caregiver)

·        Facility confirmed Shift (Notify Caregiver) (to Caregiver)

·        Facility confirmed Shift (Notify Facility) (to shift unit contact)

·        Facility filled shift (to Caregiver)

·        Notification for contact about caregiver evaluation (to facility contact)

·        Notify caregiver about derivative cancellation (to Caregiver)

·        Notify Caregiver about Need (to Caregiver)

·        Notify Caregiver about Permanent Placement (to Caregiver)

·        Notify Caregiver about Shift (to Caregiver)

·        Notify Caregiver about Shift Changes (to Caregiver)

·        Notify Caregiver about shift deletion (to Caregiver)

·        Notify Caregiver about Shift Update (to Caregiver)

·        Notify caregiver about submission Accept (to Caregiver)

·        Notify caregiver about submission Cancel By Caregiver (to Caregiver)

·        Notify caregiver about submission Cancel By Facility (to Caregiver)

·        Notify caregiver about submission Interview (to Caregiver)

·        Notify caregiver about submission Offer Pending (to Caregiver)

·        Notify caregiver about submission Reject (to Caregiver)

·        Notify caregiver what was unassigned from Need Candidate list (his need was assigned to  another caregiver) (to applied caregiver)

·        Notify caregivers what was unassigned from Need Candidate list (to Caregiver)

·        Notify Facility about Shift Update (to Facility contact)

·        Notify facility about submission Accept (to Facility contact)

·        Notify facility about submission Cancel By Caregiver (to Facility contact)

·        Notify facility about submission Cancel By Facility (to Facility contact)

·        Notify facility about submission Interview (to Facility contact)

·        Notify facility about submission Offer Pending (to Facility contact)

·        Notify facility about submission Reject (to Facility contact)

·        Notify facility about timesheet approve reset (to Facility contact)

·        Notify facility about timesheet OT change (to Facility contact)

·        Send email about submission to caregiver (to Caregiver)

·        Send email about submission to facility (to submission Facility contact)

·        Caregiver cancelled Permanent Placement (to Caregiver)

·        Notify caregiver about rejection from Permanent Placement Vendor Candidates list (to  Caregiver)

·        Notify caregiver about submission Submit (to Caregiver)

·        Notify caregiver about rejection from Shift Vendor Candidates list (to Caregiver)



  1. Summary All Caregivers to Be Paid report – added multiple caregivers to the filter

    1. Select 1st Caregiver from a drop down

    2. Click ADD button and add 1st Caregiver to the selection box

    3. Select 2nd Caregiver form the drop down

    4. Click Add button and add 2nd Caregiver to the selection box


CUserssologAppDataLocalMicrosoftWindowsINetCacheContentWord2017-04-06 11_27_26-Mainpng




  1. Selected Non-working days in the Contract are now reflected in the Revenue Projections report

Example:

Contract

CUserssologAppDataLocalMicrosoftWindowsINetCacheContentWord2017-04-07 09_46_37-ContractGeneralpng

Calendar with Non Working days

CUserssologAppDataLocalMicrosoftWindowsINetCacheContentWord2017-04-07 09_47_24-ContractGeneralpng

Report Options for the first week of the Contract:

Option A

Reports looks on the Guaranteed Hours per Week and calculates projected Revenue based on the Guaranteed Hours  per week.

Hours per Week filter selection

CUserssologAppDataLocalMicrosoftWindowsINetCacheContentWord2017-04-21 16_21_29-Mainpng


Report outcome: guaranteed hours per week are 36, Bill Rate $33. Bill amount 36*$33 = $1188

CUserssologAppDataLocalMicrosoftWindowsINetCacheContentWord2017-04-07 10_06_18-ReportsViewerpng


Option B

Report looks at Hours per Day and Working Days. Revenue is calculated by multiplying Working Days and Hours Per Day.

Hours per Working Days filter selection

CUserssologAppDataLocalMicrosoftWindowsINetCacheContentWord2017-04-21 16_22_34-Mainpng

Report Outcome: in week 1, selected working days in the contract totaled to 5; shift type is 12 hours; total hours equal 5*12 = 60. Bill rate is $33, thus Bill Amount equals 60 hours in week 1 times $33, equals $1980

CUserssologAppDataLocalMicrosoftWindowsINetCacheContentWord2017-04-07 10_35_48-ReportsViewerpng


Option C

Report looks at Guaranteed Hours, Hours per Day and subtracts Non working days.

Hours per Week minus Non-working Days filter selection

CUserssologAppDataLocalMicrosoftWindowsINetCacheContentWord2017-04-21 16_23_01-Mainpng


Report Outcome:

In the contract, Guaranteed hours was 36; Hours per Day were 12 (due to the 12 hour shift); Non working days were 2. Total Hours for Non working days are 2*12 = 24. Thus, total working days are 36-24 = 12. Bill rate is $33 and Total amount is 33*12 = $396

CUserssologAppDataLocalMicrosoftWindowsINetCacheContentWord2017-04-07 11_13_47-ReportsViewerpng



  1. Headcount Report – added group by Facility and by Unit; added Total number of Caregivers

On the Filter.

It is now possible to group report data by Facility and then by Unit:

CUserssologAppDataLocalMicrosoftWindowsINetCacheContentWord2017-04-07 14_13_52-ReportsViewerpng

Additional column Total Caregivers indicated how many caregivers are working per Facility/Unit. The total for Total Caregivers column shows how many caregivers worked during the selected time frame:

CUserssologAppDataLocalMicrosoftWindowsINetCacheContentWord2017-04-07 14_35_22-ReportsViewerpng




  1. Billing by Month report has a new Average Bill Rate column

CUserssologAppDataLocalMicrosoftWindowsINetCacheContentWord2017-04-07 15_02_46-Greenshot image editorpng



  1. Executive Summary Report now has OnCall Hours and CallBack Hours

In the report filter OnCall Hours and CallBack Hours can be found under Show section:

CUserssologAppDataLocalMicrosoftWindowsINetCacheContentWord2017-04-07 16_25_28-ReportsViewerpng


If selected, report will have two separate columns for OnCall and CallBack hours:

CUserssologAppDataLocalMicrosoftWindowsINetCacheContentWord2017-04-07 16_26_54-ReportsViewerpng




  1. Note Report filter now has dates of the job, if the Note is inside a Contract/Shift/Need

If you hosts Notes inside your Contracts, Needs , or Shifts, you can now easily track those notes.

Proceed to Reports/Note Reports/Notes

CUserssologAppDataLocalMicrosoftWindowsINetCacheContentWord2017-04-12 11_51_36-Program Managerpng

Inside the Note Report filter the new functions are Job Start From/ Job End From:

CUserssologAppDataLocalMicrosoftWindowsINetCacheContentWord2017-04-12 11_53_37-Mainpng



Feedback and Knowledge Base