Calendar Based Scheduling

Calendar-Based Scheduling

Although scheduling can be performed by creating a new visit under Visits or by using the Create Visits tab under a client, the easiest method to schedule is by using calendar-based scheduling on the main Scheduling Board. 

To create a new visit or series of visits for any caregiver, 

• Click on a blank space in the caregiver calendar
• A pop-up scheduling window will appear with the caregiver’s name prepopulated
• Begin typing the client’s name in the client field, which will cause a drop-down list to appear
• Select the client’s name from the list and the list of current authorizations will populate directly below that name
• Select the appropriate authorization
•  This selection will cause the visit type and status type to automatically populate next to the authorization number
• If you wish to create a repeating visit, check the box next to Repeated Visit
  •  The authorization select will cause the end date to automatically populate as an option as well
•  Click Update Visit Detail

This visit or visit pattern will also be added to the main scheduling board calendar as well as the caregiver’s and client’s calendars. Long-term patterns will even be registered in the client’s personal visit pattern inside their client profile. 

To Edit a single visit from the calender:

• Click on the visit and select the "Only to this Visit" button.

• Make the necessary change
• Click "Update Visit Details" to apply the changes

To Edit a pattern in calendar based scheduling:

• Click on the visit from the Caregiver Schedule Board
• Click "To All the Visits" blue button

• Next, make the appropriate adjustments*
• Click update Visit Detail. 

*Ensure to look at the date ranges and start with the appropriate starting date.

This edit will make the same changes to all visits in the pattern.