TL Disposition

This screen has been updated to improve organization and readability.  You'll see the number of Clones in the # Clones column and click the dropdown arrow to the far left to view those Clones.

The clone button for these will only show if:

1. The TL disposition is created after the program start date. 
2. The TL Disposition is complete. 
3. The Resolution Status on the Team Leader questionnaire was answered "Awaiting Placement".

Mobile Triage Checklist Screen

This screen has been updated to improve organization and readability.  You'll see the number of Clones in the # Clones column and click the dropdown arrow to the far left to view those Clones.

The clone button for these will only show if:

1. The Mobile Triage Checklist is created after the program start date.
2. The Mobile Triage Checklist is complete. 

New Clubhouse Billed Units Report

This report is listed in the Utility Management category on the Reports screen.

 This report is used to view billed units for individual clients for a selected date range.

Time Tracker Utility

You will see a Missing button for each date that Neo has detected Note Activity for that day.

Clicking the Note Activity button in the far right column will present you with the list of Note Activities from that particular date.

Clicking the Missing button or the Add button will open the next window, which allows you to enter the number of hours worked for the selected shift date.

The total time(in minutes) is listed at the top right of the screen.  You'll use the blue slider button to categorize how your time was spent on that particular day.  You can also type the exact number of minutes in the text field in the right column. The Total field at the bottom of the Tracked Minutes column should match the Total Minutes list at the top right of the screen.

Neo automatically calculates minutes listed in your Note Activity and makes those adjustments for you. The rest of your minutes will show listed under Available Staff Time. As you add minutes to other categories, you will see them being deducted from the Available Staff Time category, with the goal being that the Total at the bottom of the column matches what you entered for the Total Minutes of your shift.

Once your time has been accounted for, click Save if you aren't ready to send to your supervisor or Save & Approve to send for supervisor approval.

Click here for step-by-step instructions on using the Time Tracker.

Time Tracker Alert

Once staff members approve their time, it'll need to be approved by their supervisor.  Supervisors will find time trackers needing approval in their Alerts under the new category names Time Tracker Alerts.

Clicking S(Select) on any of these Alerts will bring you to the Time Tracker screen for that pay period for you to review/approve the time tracker entry/entries.