Would like an Access data base to keep track of Clients, PCAs (Personal Care Assistant Staffs), and QPs (Qualified Professional Supervisors). This data base must be able to help the organization track client service authorization, training and evaluations of staffs and supervisors, service rendered, and billing of service. The database will assign clients and staff unique ID number. This data base should allow us to generate reports such as Billing per period per client (periods are weekly or biweekly - Sun to Sat), Training and compliance status report for staff and supervisors, Evaluation report of staff and supervisor by client, Units/hours worked by PCA or QP by Client, Client roster by status by Payee, PCA roster by status, QP roster by status.
Also, the data base must be set up to be user friendly and adding clients, pca, and QP should be easy.
We currently keep track of the above via excel spreadsheet and will provide the spreadsheet to show the data we inputting and tracking.
We have requirements that are in the attachment. If you have other ideas, please let us know.