Post Staff Activity Log
Enter and post appointments for a staff member, date, and site. After filing, these charges are posted for services rendered.
- This form was introduced as a way of combining the functionality from the Verify Staff Member Appointments and Post Staff Member Schedule forms.
- Post Staff Activity Log information can be viewed in the Staff Appointment History report and Client Ledger (myAvatar PM) forms.
- Appointment Scheduling options and preferences are set up in the User Role/User Role Definition forms.
- Site names are maintained in the Site Registration form. Staff member availability is maintained in the Staff Members Hours and Exceptions form.
- Staff names and service codes are maintained in myAvatar PM.
- Go to: Avatar PM > Appointment Scheduling > Post Staff Activity Log
- In the Select Staff window, search for and select the staff member by name or ID.
- The Post Staff Activity Log dialog box opens.
- Enter the Appointment Date for the staff member.
If the staff member's schedule has already been verified, the Staff Member Schedule Already Verified message displays. Click OK and enter a different appointment date. - Select the Appointment Site from the drop-down list.
- If appropriate, edit the Staff Time Scheduled (In Minutes) field.
- This field displays the total available appointment minutes for an individual staff member that can be scheduled on the appointment date. The staff time scheduled is based on the amount of time the staff member is scheduled for in the Staff Members Hours and Exceptions form.
- A staff member may not have scheduled hours for a specific appointment date. In that case, the Staff Time Scheduled will display "0." If the staff member had an emergency appointment, a number of minutes can be entered in the Staff Time Scheduled field to identify the appointment.
- To view the Post Staff Activity Log Entries report, click Print Activities. This report displays the staff's activities for the appointment date.
Note: The Remaining Staff Time (In Minutes) field displays the total available time remaining for the appointment date. The remaining staff time is the total staff time minus appointments scheduled through all Appointment Scheduling forms.
- ► Additional Sections
- ► Registry Settings
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- Same Day Existing Appointment Warning
- Allow Option Re-Entry After Staff Member Schedule Is Posted
- Allow Overriding Medical Diagnosis For Group Members
- Display Group Members In Alpha Order
- Display Unposted Appointment Message
- Enable Service Entry Restriction by Client Treatment Plan (Avatar CWS)
- Fields to Include in Client Charge Input (Avatar PM)
- Include Service Code/Duration Override
- Include Service Status (Client Charge Input) (Avatar PM)
- Invalid Members For Group Service
- Post Appointment When the Note Is Submitted
- Post Staff Activity Log - Fields to Include
- Recalculate Service Duration When Service Start - End Times Updated (Avatar PM)
- Require Client ID/Episode/Program
- Require Location
- Require Service Code
- Same Day Existing Appointment Warning
- ► See Also
