Page Comparison

Unavailable Services

A call type may be given a status of Unavailable. This is helpful for creating schedules for vacation, paid time off, etc. When creating a Schedule with an Unavailable Service you will be prompted to remove the scheduled caregiver from any conflicting schedules. After the caregiver has been removed from the schedules, you can find these open schedules in Daily Schedules or the Client Calendar and search for a replacement caregiver.

Example: A caregiver already has schedules for Monday. You create a new schedule using an Unavailable service (e.g. Vacation) for that caregiver for Monday. The system will
prompt you to automatically remove the caregiver from any conflicting schedules.

To mark a Service as Unavailable:

• Go to the Agency Office Module. Click on the Required Scheduling tab, then the Call Types tool in the main ribbon.

• Select the Service you wish to make unavailable. Click on the Edit tool.

• In the Status field, choose Unavailable from the drop-down list. Click Save.

Office-Use Services

Another Service status that you may wish to use is "Office Use." Office Use Services are similar to Active call types however using the status "Office Use" for non-visit services allows you to separate them from those services with an "Active" status.