Scheduling

Concepts

• What are the Different Types of Events?
• What do The Error Messages mean?
• What do the Schedule Statuses mean?
• View Schedules that are Missing a Caregiver

Single Events

• Add a New Schedule
• Add a new Appointment
• Add a New Task
• Create a non-visit schedule (example: vacation)

• Use an Office Authorization for a Client Schedule

• Copy and Paste an Event

• Delete an Event

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
• Caregiver Suggestion
• Caregiver Quick Pick Feature
• Using Caregiver Compatibility
• Using Caregiver Suggestion to Notify Caregivers of an Available Schedule
• Keep Track of the Caregivers who have been Offered Schedules

Webinars and Training Guides

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

• Print the Big Picture Report

Advanced Topics

• Sick Time Tracking in Companion

• Maximizing Authorized Hours

• Breaks

• Notice Patterns