F-12-830 Worker Dashboard

👤 ROLE

Licensed Field Staff

🎯 PURPOSE

The worker dashboard provides field workers access to key metrics for productivity, visit details and statistics for specific timeframes. The dashboard displays data for visits that have been completed by the worker. Refer to F-12-912 HCHB Productivity Values for additional information.

🔄 PROCESS

The worker dashboard will automatically display when logging into PointCare. Alternatively, the clinician can also access through the menu:
1. Select Menu:

b. Select Agent, then Dashboard:

The Visit Status section displays the number of active visits listed for each status type. If there are no visits active for a given status, the icon(s) will not appear.

The Main tab displays a summary of productivity points for completed visits:

Total Pts Completed: This is the total of all productivity points where visits have been completed and synced plus (+) productivity points associated with approved non-visit time.
Points Scheduled: This is the total scheduled productivity points minus (-) points completed plus (+) points associated with non-visit time.
Total Points: This is the total number of points completed plus (+) points scheduled.
Visit Pts Completed: This is the total number of visit points completed plus (+) points scheduled
Total NVA Points: This is the total number of points earned from accepted non-visit activity.
Mileage Threshold Pts: Not currently used.
Total Hours Worked: This is the sum of time slips that are tied to visits plus (+) the time slips tied to approved non-visit time.
Cur WK: This is the current week from Sunday 12:00am to Saturday at 11:59pm.
Pri WK: This is from Sunday through Saturday relative to the current date.
Pri 4WKs: This is the average of the prior 4 Sunday through Saturdays relative to the current date (excluding the current week).
Average In-Home Time: This is the average in-home time from start of visit to the first incomplete of the visit.

The Productivity provides another view of productivity points. It shows most of the same data found on the Main tab.

The Visit Details tab lists a breakdown of time allocation and documentation percentages for completed visits in the current week, prior week and the prior 4-week average.

Avg In-Home Time: This is the average in-home time from start of visit to first incomplete of visit.
Avg Add'l Doc Time: This is the average additional time from first incomplete of visit to completion of visit.
Avg Drive Time: This is the average drive/travel time of all processed visits.
Avg Total Time: This is the average total time (from start of visit to completion of visit) of all processed visits (in minutes).
Avg Total Time Per Prod Point: This is the total visit time divided by total productivity points for completed visits
Avg % Doc Completed Same Day: This is the number of visits where documentation was completed in the home plus (+) the number of visits where documentation was completed in PointCare the same day as the visit divided by the number of total completed visits for that time period.
% Visits Completed in Home: This is the number of visits where the first-time event (incomplete or complete) divided by the total number of visits.
% Doc Completed in Home: This is the total in-home time divided (/) by the total in home time (plus) + documentation time.
Avg Time to Sync Visits: This is the average insert date/time processed into HCHB minus the date/time of the first stop event (incomplete or complete) (in minutes).
Reported Mileage: Not currently used.
Calculated Mileage: Not currently used.

📅 Effective: 09/17/2026 | 🛠️ Revised: N/A | ✅ Approved: JS