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Setting up Current Staffing Overview

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Update the Staffing Configuration

Two fields on the Staffing Configuration screen control the thresholds for the Caregiver Utilization percentage, which shows when your organization considers staff to be overutilized or underutilized. The ideal value is 100.00%. An organization unit less than the utilization threshold is represented in blue and a unit greater than the utilization threshold is represented in red. For information about the profiles that are used in the Caregiver Utilization, see Set the Profile Indicators.

To update the staffing configuration for caregiver utilization, complete the following steps.

  1. Navigate to Configuration section > Scheduling card > Staffing Configuration screen.
  2. Search for and open the desired staffing configuration.
  3. Select the General tab.
  4. In the Caregiver Utilization Minimum field, enter the percentage below which you define the caregiver utilization to be underutilized.

    Percentages less than this value appear on the CSO in blue.

  5. In the Caregiver Utilization Maximum field, enter the percentage above which you define the caregiver utilization to be overutilized.

    Percentages greater than this value appear on the CSO in red.

  6. Click Save.

The following related topics are available:

Assign the Authorization Roles

Set the SS Application Indicator

Set the Activity Code and Pay Code Indicators

Set the Organization Unit Indicators

Set the Profile Indicators

Create Profile Groups

Set up Qualified Staff