Concepts
- What are the Different Types of Events?
- What do The Error Messages mean?
- View Schedules that are Missing a Caregiver
Schedule Review
- Verify that All schedules are being viewed
- Calculate Mileage
- Calculate Travel Time
- Why do I need to finalize schedules?
Calendars
- Toolbar Buttons, Calendar Icons and Calendar Colors
- Change the Way the Calendars look
- Print or Email the Calendars
Single Events
- Add, Edit or Delete a Schedule, Task or Appointment
- Create a non-visit schedule (example: vacation)
Recurring Events
- Setup Recurring Events
- Delete a Recurring Schedule
- Change the Caregiver on a Recurring Schedule
- Stop a Recurrence
Caregiver Suggestion & Pending Caregiver Features
- How Caregivers Are Matched With Clients
- Find a Caregiver for a Schedule
- Using Caregiver Compatibility
- Using Caregiver Suggestion to Notify Caregivers of an Available Schedule
- Keep Track of the Caregivers who have been Offered Schedules