When reviewing upcoming Client schedules, it is important to make sure any open (missing a caregiver) schedules are addressed to ensure that the client receives service. Companion offers several easy tools to quickly find and address any schedules that are missing a caregiver. Schedulers should regularly check for these schedules to make sure that they are filled in a timely manner.
No Caregiver Calendar
Open the Client Calendar Module and click on the 'Schedules - No Caregiver' tool on the ribbon.
This will change the calendar display to show all schedules missing a caregiver from all Clients in the calendar.
Schedule Review Module
In the Schedule Review tab in the Schedule Review Module, first make sure that the selected Scenario in the people filter area is 'All Clients and Agency Office'.
In the Schedule filter area, select the desired date range to review.
Under the Scenarios menu in the Schedule filter area, select the 'Missing a Caregiver' scenario.
Click on 'View Data' on the grid toolbar to load the schedule information in the grid.