Point of Care Ideas

Branches need a tracker that will identify a new hire's first client visit date (not the hire date, not the training or orientation date) and alert when 2 months and 4 months have been met. The tracker must recognize the first visit with an actual client, not visits with visit type Regular that are with a generic training or orientation PS. Many branches use visit type Regular for training, and all office hours are processed as Regular. The loyalty bonus is paid out when an employee completes 2 months and 4 months from the first client visit. The employee must be actively serving clients when the loyalty bonus is requested.

The branches also need a tracker that identifies when referred new hires complete 100 hours with clients (not including absent, training, orientation, office hours, etc.). Because most office hours and many training visits are processed with visit type Regular, the tracker must recognize which hours are with actual clients. There would have to be a field added to the DCS profile to indicate that the new hire was referred and preferably a field to enter the referring employee's name. When an employee refers someone, they get a referral bonus when the referred hire completes 100 hours with a client.