Troubleshooting Scheduling Joint Visits for Multiple Employees

Issue:

You may want to know if two separate employees can enter visits for the same client at the same date and time in their respective schedules.

Key points:

Yes, two employees can schedule visits for the same client at the same date and time. However, please note the following:

1. Overlap warning

• When attempting to schedule overlapping visits, you will receive a warning indicating that the client has overlapping visits.

2. Confirmation required

• You will need to confirm the scheduling of the two visits after receiving the warning.
• To proceed, simply enter the visit for each employee in their respective schedules for the same client at the same date and time. The system will guide you through the confirmation process if any overlaps occur.

Note:

You cannot schedule two employees to one visit. Each employee must have their own visit scheduled for this to work.