How to use the Clock in Features?

Purpose:

To enable accurate time tracking for therapists and staff by recording work activities (e.g., office hours, mileage, telehealth) with optional notes, ensuring compliance and payroll accuracy.

Scope:

This feature covers:

• Clock-in/out for different work types:

  • Office

  • Mileage

  • Telehealth

  • Supervision

  • Documentation

• Optional comments for activity details

• Real-time status indicators (green clock icon, hover tooltip)

• Comprehensive reporting of time logs

Procedure:

1. Clocking In:

1. Click the blue clock icon (next to your name).

2. In the pop-up:

   • Select clock-in type (e.g., "Office").

   • (Optional) Add a comment (e.g., "Morning session prep").

3. Click Yes to confirm.

   • Visual confirmation: Clock icon turns green; hover to view active timer.

2. Clocking Out:

1. Click the green clock icon.

2. In the pop-up, click Yes to confirm clock-out.

3. Viewing Reports:

1. Go to Reports > Office > Clock-In/Out.

2. Review:

   • Timestamps (in/out).

   • Clock-in types.

   • Comments.

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For Clock-In Updates:

1. Click the Clock In icon.

2. A pop-up will appear where you can select the Clock In type and add a comment.

3. Run the report — your comment will be included in the report details.