Create a Schedule
Assign a caregiver to a patient visit.
Open the Scheduling page
Click Scheduling in the left sidebar. The page opens to the weekly calendar view showing all scheduled visits across your agency.
Create a new visit
Click New Schedule or click directly on a time slot in the calendar. Fill in the patient, caregiver, service type (procedure code), start time, and end time. Click Save.
Conflict detection
The system automatically checks for conflicts before saving. It will warn you if the caregiver is already scheduled at that time or if the patient already has another visit overlapping the same period.
Recurring schedules
To create a repeating visit (e.g. every Monday and Wednesday), enable the Recurring toggle and select the days of the week. Set a recurrence end date. The system will generate individual schedule records for each occurrence.
Related guides
Broadcast an Open Shift
Post an unfilled shift so caregivers can claim it.
Verify or Reject a Visit
Review completed visit records and EVV data.
Manage Authorizations
Track authorized units and request renewals.
Handle Missed Visits
Track, notify, and resolve visits that were not clocked in as scheduled.
Still need help?
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