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Visit Productivity Tracking Simplified

The new Productivity Points Dashboard offers a clear overview of each field clinician’s weekly workload. 

This feature helps agencies balance staff utilization and prevent both over-scheduling and under-scheduling.

Overview

Each visit type (e.g., Start of Care, Recertification, Routine Visit) can now be assigned a point value based on agency policy.

  • Start of Care (OASIS) → 3 points

  • Regular Visit → 1 point

The Weekly Dashboard summarizes total visits and productivity points per clinician, allowing schedulers, case managers, and administrators to:

  • Monitor total hours, visits, and points at a glance

  • Identify clinicians who are over- or under-utilized

  • Ensure balanced workloads across the team

  • Align scheduling decisions with agency policies and performance goals

EXAMPLE USE CASE

If an RN primarily handles Start of Care assessments, the agency may cap their weekly points at 30, while LPNs handling routine visits may have a higher target.

This ensures balanced productivity based on role complexity and visit duration.

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