Worksheet

Visit to invoice trace sheet

A worksheet with one line per billed unit. Columns: client, visit date, authorised hours, caregiver, arrival and departure time, tasks ticked, log note present, billed units, difference and reason code. A bottom block totals unproven units per caregiver.

Name: ______________________   Business: ______________________   Date: ______________

Scroll the table sideways to see every column.

Cross out or rewrite any heading that does not fit your business. From the guide “Why your care visit notes do not match the invoice”, www.gullysystem.com/blog/why-your-care-visit-notes-do-not-match-the-invoice