Adding a Schedule
There are numerous ways to get to the Setup a Schedule screen from any Caregiver or Client Calendar, or from the Daily Schedules Module:
Option 1: From a Calendar:
Method 1:
- Open the calendar for the person for whom you want to set up a schedule.
- Click on the date in the calendar on which you wish to create a schedule.
- Click on the Add tool in the toolbar at the top of the screen.
OR
- Click on the drop down arrow to the right of the Add tool in the calendar toolbar and click on Add a New Schedule.
Method 2:
- Open the calendar for the person for whom you want to set up a schedule.
- Right click your mouse on the date in the Calendar on which you wish to create a schedule to show the context menu.
- Click on the New Schedule option.
Option 2: From the Daily Schedules Module:
Method 1:
- In the Daily Schedules Module, click on the Add tool in the toolbar.
Finish setting up the Schedule:
- In the Setup a Schedule screen, enter the basic information for the schedule to be created.
When should this schedule occur: Enter the date for the schedule, the start time and the length of the schedule.
Who will be involved: A schedule must have a Client to be created. (To create a non-visit schedule, use the Office as the Client.) You may also enter a Caregiver for this schedule, but this is not necessary to complete the schedule set up.
Who authorized this schedule: Choose the Authorization (Contact) for the Schedule. The Authorization is required information to create a schedule, and will dictate both the type of work and who is to be billed for the schedule.
Additional Information: You may also attach a Note, a Notice, Attributes or Extra Charges to a schedule.
- Click Save.
Now you will be able to see the schedule in the calendars or Daily Schedules Module.