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Your timesheet

Your timesheet is a personal log of the work you've documented over a chosen period. It pulls together your notes and sessions in one place so you can review your hours and catch anything you've forgotten to submit.

Open it from Timesheet in the profile menu in the top bar.

What it shows​

Every piece of documented work in the period appears as a row:

  • Progress notes and visitation notes — with their begin/end times, hours, the family and service, and the document's status.
  • Transportation legs on a visitation note show as their own rows, so you can review each leg for billing accuracy.
  • Group sessions you facilitated appear as your own time — one row per session, labeled by the service rather than a single family.

Each row links to the underlying note, so clicking through takes you to that document to review, print, or (if it's yours to act on) submit.

Time and work — never money

The timesheet shows hours and work, never billing codes, authorization numbers, or dollar amounts. It's your record of time spent, not a billing screen.

Choosing the period​

Filter with the period chips: Current month, Previous month, or a Custom range. The timesheet filters by the date you did the work, not the date you submitted the note — so the hours land in the period they were actually worked.

Billable vs. non-billable, and drafts​

  • Totals split billable from non-billable. A contact marked non-billable (a no-show, a cancelled visit, or a contact you flagged as non-billable) doesn't count toward your billable hours. A visit and its transportation legs are billable.
  • Drafts are shown but don't count yet. Notes still in draft appear (so you don't lose track of them) but are left out of your totals until you submit them — a draft hasn't been finalized. They're styled differently so they're easy to spot.
Use it to catch unsubmitted work

Because drafts show up but don't count, the timesheet is a quick way to find a visit you documented but never submitted — chase those down before the period closes.

If you're a supervisor or practice manager​

Your timesheet can also show your team (supervisors) or the whole agency (practice managers and admins), and you can narrow it to a single staff member or a single service line — handy for a quick review of someone's logged time. A staff member's own timesheet is always just their own work.

Frequently asked questions​

Why is a visit I did not in my totals? If the note is still a draft, it shows on the timesheet but isn't counted until you submit it. Submit it and it joins your totals.

Why does one visit show up as several rows? A visitation note with transportation before and/or after the visit lists each leg separately, so you can review the time on each part.

Do I see dollar amounts or billing codes here? No. The timesheet is about hours and work only — no codes, authorization numbers, or amounts.

It's showing the wrong month's work. The timesheet filters by the work date, not the submission date. Check the period chips (Current / Previous / Custom) and the dates on the rows.

Need help with something this guide didn't cover? Contact support and we'll walk you through it.