Add a New Schedule

Owned by Chris vanderHeide
Last updated: Apr 29, 2016
2 min read

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.