How do I view Visit Offer Responses and assign the Offer?

You can view responses to Visit/Recurrence Offers that have been sent to Employees under the Offers tab in the Visit dialogue. Once an Employee has accepted the Offer, you can choose to assign them to the Visit. 

Viewing Responses to Visit Offers

To begin, click on the offered Visit or Recurrence from a schedule page (an individual Client's schedule, Client Scheduling for a Facility, your  All-Client Schedule, or the Vacant Visits section of your All-Employee Schedule).

Offered Visits are in Pending status and appear as orange on the Schedule. 

Navigate to the select visit, then click "More Details" to open the Visit dialogue. 

You can also access a list of Vacant Visits from the Workforce Management page. Go to Schedules > Workforce Management and click on the "Vacant Visits" tab. The Offer Status will be displayed for each visit. 

Use the dropdown to filter visits by offer status. The possible statuses are Not Sent, Pending, Accepted, Expired, Closed, and Answered. To learn more, refer to this article. 

Assigning Offered Visits or Recurrences

To open the visit dialog for the vacancy, click "View". The "Offer" tab displays the number of responses received over the number of offers sent. Click the tab for more details. 

In the "Selected Employees" section, you will see the names of the employees to whom the offer was sent along with their responses.

Per the example above, an employee can either accept or decline an offer. If they do not respond by the Response Due Time, that response will expire. Alternatively, if they accept the offer, you can schedule them to the Visit by clicking on "Assign". 

If you would like to compare that employee's fit for the visit, click the metrics button to see more details about the selected care workers.

If the visit you are assigning is part of a recurrence, you will be asked to confirm whether you want to assign only this visit, all future Vvsits, or all future unmodified visits. 

Note that once the offer has been assigned, its status will change to Closed. 

Learn More

• Visit Offer Status
• How do I offer a Vacant Visit or Recurrence?
• How do I assign an Employee to a Vacant Visit?