Time & Task Manager

The forms your workflow needs — built, reviewed, and filed.

EVV corrections, activity sheets, assessments, timecards, task sheets — captured in the field, reviewed in one back-office workspace, and delivered as audit-ready records. When the EMR's forms don't fit how you work, your team builds the ones that do.

Client-designed forms · One review hub · Audit-ready output
The problem

Your operation needs forms your systems don't provide.

Every agency hits it: your EMR captures visits the standard way, but the fields your clinicians need or the layout your operation runs on aren't always there. So staff fill the gap — on paper, in spreadsheets, in forms that were never designed for the way you work.

Alita completes the picture. Your team designs the forms you actually need — then Alita handles capture, review, and delivery back into your systems.

"The EMR didn't have the forms the way we wanted them. So we designed our own — and Alita still gets the data where it needs to go."
One review workspace

Every field submission, reviewed and routed in one place.

Submissions, activity sheets, task sheets, timecards, payroll, and requests — all flow into a single back-office hub. Open any submission, review it, accept or reject it, and download the audit-ready record.

Submissions Activity Sheets Task Sheets Timecards Payroll Requests Escalated Requests
Total: 9Pending
Field Clinician RN
Assessment · submitted 9:47a
Field Clinician LPN
Assessment · submitted 8:21a
Field Clinician RN
Assessment · submitted 8:03a
Field Clinician HHA
Assessment · submitted yest.
✓ Accept ✕ Reject ↓ Download PDF
AssessmentMed ListHistory
Patient
[ client name ]
Medicaid ID
[ id ]
Visit type
Authorized RN
Date
Today
Time in / out
9:00p – 9:47p
Vitals
BP · Pulse · SpO₂
Med list
client-designed
Assessment
client-designed
History
client-designed
How it works

From the field to the system of record.

01

Design

Your team builds the form type and fields you actually need — no EMR limitations.

02

Capture

Field staff complete the form on their device, with signatures where required.

03

Review

The submission lands in the back-office queue for accept-or-reject review.

04

Document

Generate a stamped, audit-ready PDF of the completed, signed record.

05

Deliver

Approved data flows to your EMR and/or data warehouse.

The decision that routes the work

Accept and reject aren't just statuses — they're the workflow.

A reviewer's decision doesn't end the process. It directs what happens next.

Accept →

Kick off the next step, automatically

Approval triggers the downstream business workflow — file the audit-ready PDF, update the record, and push the data to your EMR and/or data warehouse. Acceptance isn't an endpoint; it's the trigger for what comes next.

Reject ↩

Send it back with a note

Not right yet? Craft a note to the field staff explaining what needs fixing, and send it back for another pass. Nothing gets filed wrong — and no one has to chase it down by phone.

Flagship form · EVV correction

The correction that becomes an audit-ready record.

A missed clock-in turns into a fully documented, dual-signed EVV Correction Form — with the visit details, the reason for the error, the plan of care, and the signatures an auditor expects.

Captured in the field

Everything the correction needs

  • Caregiver & client names, visit dates and times
  • Caregiver and responsible-party signatures (with sign-on-behalf handling)
  • Reason for the EVV error, categorized — not free text
  • Plan-of-care task checklist for services rendered
  • Compliance identifiers: caregiver SSN last-4, client Medicaid ID
Filed as proof

The stamped PDF that survives an audit

On approval, Alita generates the official Electronic Visit Verification Correction Form as a stamped PDF — timestamped, signed, and attached to the visit record. When an auditor asks, it's found instantly.

  • Standardized, official-format output
  • Internal agency-receipt section for the back office
  • Delivered to the EMR and/or data warehouse
Workforce requests

Self-service requests, routed for approval.

Staff submit the requests that used to be emails, texts, and hallway conversations — and they flow into the same accept-or-reject workspace, with a full record of who approved what and when.

Time Off

Request Time Off

PTO and leave requests, tracked against your policy.

Overtime

Request Overtime

Overtime approvals captured before the hours are worked.

Remote

Request Remote Work

Remote-work requests logged and routed to the right approver.

Flex

Request Flex Time

Flexible-schedule requests handled without the back-and-forth.

Every request tracks the employee, times, request type, who approved or rejected it, and status — so schedule and labor decisions leave an audit trail instead of living in someone's inbox. Escalated requests surface in their own queue so nothing waits unseen.

Payroll

From approved time to payroll — in batches, with a paper trail.

Approved timecards don't get re-keyed into a payroll system by hand. They're batched by pay period, reviewed, and finalized — then sent to payroll in one action.

Collect

Un-batched timecards

Approved time for the pay period gathers, ready to batch.

Batch

Build the batch

Group timecards into a named batch — hours, classification, ETO, OT all in view.

Finalize

Send to payroll

One action closes the batch and pushes it to payroll.

Finalize batch & send →
Batched vs. un-batched views Pay-period scoped Created-by / updated-by audit trail Integrates with major payroll systems
Also in Time & Tasks

The rest of the time-and-task workload.

Task sheets

Track the services actually delivered on each visit, tied to the plan of care.

Weekly timecards

Caregiver visit time and office-staff hours, summarized by pay period and reviewed before payroll.

Company-owned continuity

The record lives in the platform — surviving audits and employee turnover alike.

One platform, not a point tool

Wired into the rest of Alita.

The correction links your caregivers tap come from Communicator. The review-and-route logic is orchestrated by Automation Studio. The data flows through the same integration layer as everything else. Time & Tasks isn't a standalone forms tool — it's where the platform's field-to-record workflow lives.

Bring us the form you need for your best business workflow.

We'll take it from there.

Book a Working Session
Cookie Settings
This website uses cookies

Cookie Settings

We use cookies to improve user experience. Choose what cookie categories you allow us to use. You can read more about our Cookie Policy by clicking on Cookie Policy below.

These cookies enable strictly necessary cookies for security, language support and verification of identity. These cookies can’t be disabled.

These cookies collect data to remember choices users make to improve and give a better user experience. Disabling can cause some parts of the site to not work properly.

These cookies help us to understand how visitors interact with our website, help us measure and analyze traffic to improve our service.

These cookies help us to better deliver marketing content and customized ads.