Backup Instructions: Schedule Options
A schedule will display the start and end time, the name of the person with whom they are scheduled, the service code, and helpful meta information. From left to right the meta information is:
- Share Icon: When green indicates this schedule is shared with the client.
- C: When green indicates this schedule was confirmed with the client.
- Share Icon: When green indicates this schedule is shared with the employee.
- E: When green indicates this schedule was confirmed with the employee.
- N: When green indicates this schedule has notes.
- D: When green indicates this schedule has documented events.
A travel schedule will appear with a vehicle. This type of schedule represents an estimate of the time to travel from one schedule to the next.
A canelled schedule will appear grey with strikethrough text.
To perform actions on a schedule, click once on the schedule and a context menu will appear.
From left to right, the menu items perform the following actions:
- The circled i icon will retrieve specific backup instructions for this schedule.
- The CLI will mark/unmark the schedule as confirmed with the client.
- The share icon will share/unshare the schedule with the employee.
- The EMP will mark/unmark the schedule as confirmed with the employee.
- The calendar icon with an x will cancel the schedule. A reason will be required.
- The calendar icon with a check will restore a cancelled schedule.
- The person icon with the gear will allow you to remove the caregiver or add a different caregiver.
Confirming a Schedule
Confirming a schedule with an employee or client are just flags that can be utilised by an agency. When marking a schedule as confirmed it means that someone physically spoke to the client/employee and confirmed the times of the schedule. Leaving a voicemail or sending an email are not considered confirmations.
It is not possible to confirm schedules that are in the past. It is only possible to confirm future schedules. For example, if it is 8:05am, it would not be possible to confirm an 8:00am schedule.
Sharing a Schedule
Sharing a schedule is only available for caregivers. Shared schedules populate the schedule in their portal, and from there they can get directions, clock in/out, and report tasks. When a schedule is not shared, the caregiver will only be able to clock in/out using the telephony number.
Schedules are not automatically shared. After adding a caregiver it is necessary to share the schedule in order to enable portal use.
Schedule Statuses
Open. The schedule is missing an employee.
Scheduled. A staffed schedule.
Complete. The schedule has clock in and out times.
Finalized. The schedule is ready to be billed and paid.
Billed/Paid. The schedule has been billed, or paid, or both.
Cancelled. The schedule has been cancelled.