QuickSolvePlus (QSP) User Guide for Management

Simplified Guide for Supervisors and Administrators

QSP is a powerful tool that helps management handle scheduling, documentation, payroll, and compliance in a streamlined way. This guide breaks down the key functions you’ll need to manage staff, clients, and services efficiently.

1. Setting Up and Managing Service Types

Before scheduling staff, ensure that the correct service types are set up in QSP.

  • Go to: Utilities > Application Settings > Custom Service Types

  • Set up each service type based on agency needs:

    • Billable vs. Non-Billable Services – Define if the service is eligible for invoicing.

    • Client-to-Staff Ratio – Set whether one staff serves multiple clients or vice versa.

    • Service Colors – Assign colors for easy recognition in the schedule.

Tip: Ensure services align with funding sources, such as Medicaid or regional center billing requirements.

2. Adding and Managing Clients

Each client must be added to the system before they can be scheduled for services.

  • Go to: Client Management > Add New Client

  • Enter the following details:

    • Client’s full name, contact info, and date of birth

    • Assigned service types

    • Emergency contacts and medical information

    • Billing details (if applicable)

  • Additional Features:

    • Service Plans & Care Guidelines – Upload care plans, behavioral guidelines, and special instructions.

    • QSClock Setup – Enable “Include in QSClock” if this client requires electronic clock-ins.

3. Managing Employee Profiles

All DSPs and other employees must be added to the system before they can be scheduled.

  • Go to: Employee Management > Add New Employee

  • Enter the following information:

    • Name, contact information, and employee ID

    • Assigned service types (e.g., Personal Care, Community Outings)

    • Pay rate and employment status (full-time, part-time, contractor)

    • Training and certification records

  • Key Features:

    • Assign pay rates per service type

    • Set required training reminders for compliance

    • Enable QSClock for time tracking

4. Scheduling and Shift Management

Supervisors can assign and edit shifts using the scheduler tool.

  • Go to: Scheduling > Create Shift

  • Enter the following details:

    • Client receiving the service

    • Employee assigned to the shift

    • Service type being provided

    • Start and end time

  • Advanced Scheduling Features:

    • Repeating Shifts – Set weekly or daily repeating schedules.

    • Overlapping Shifts – Ensure compliance with maximum shift hours.

    • Notifications – Employees receive alerts for new or changed shifts.

5. Using QSClock for Time Tracking

QSClock ensures accurate clock-ins and outs for payroll and compliance.

  • To enable QSClock for a client:

    • Open Client Profile

    • Check “Include Shifts in QSClock”

  • To set up employee access:

    • Assign each staff member a QSClock login

    • Ensure GPS tracking is enabled (if required by your agency)

  • Managing Time Entries:

    • View clock-in/out records in Time Entry Reports

    • Approve or correct missed punches

6. Reviewing and Approving Service Notes

DSPs must complete service notes for shifts before payroll processing.

  • Go to: Reports > Service Notes Review

  • Check for the following:

    • Clear documentation of services provided

    • Any reported incidents or concerns

    • Notes aligned with the client’s service plan

  • If corrections are needed:

    • Send the note back to the DSP for revision

    • Add supervisor comments when necessary

7. Managing Payroll and Billing

QSP helps streamline payroll and service billing.

  • For Payroll Processing:

    • Review Time Tracking Reports for any missing or incorrect shifts

    • Export approved hours to payroll software (if integrated)

    • Ensure overtime and mileage reimbursements are accounted for

  • For Billing:

    • Generate invoices based on billable service types

    • Ensure all services are documented before submission

    • Export data for funding agencies (e.g., Medicaid, regional centers)

8. Reporting & Compliance Monitoring

QSP provides real-time reports for tracking staff performance, client care, and compliance.

  • Key Reports to Monitor:

    • Employee Attendance & Overtime – Identify scheduling issues early.

    • Client Service Utilization – Ensure clients receive approved hours of care.

    • Training & Certification – Track employee compliance with required trainings.

    • Incident Reports – Review and respond to any documented incidents.

9. Handling Scheduling and Payroll Issues

  • Missed or Late Clock-Ins:

    • Employees can request a manual correction through the system.

    • Supervisors must approve any edits before payroll processing.

  • Shift Cancellations:

    • If a client cancels, update the schedule immediately.

    • Notify DSPs of changes through the QSP messaging system.

  • Payroll Errors:

    • Compare scheduled vs. actual worked hours.

    • Make corrections before payroll submission.

10. Supervisor Best Practices

✅ Train employees on how to use QSClock and submit service notes properly.
✅ Regularly review reports to ensure compliance with regulations.
✅ Monitor scheduling to prevent overtime issues and overlaps.
✅ Keep client and employee records updated for accurate tracking.
✅ Use QSP notifications to keep staff informed of changes.