Client Profile: Scheduling

In a Client Profile, view the Client's calendar with details about past and upcoming Visits. 

Navigate to the Scheduling tab from the Client profile.

The Client Schedule will default to the current week. Click the calendar icon () or use the arrows to view a different day or week. 

You can switch between different time slots and schedule views using the dropdowns under Client Information. 

You have the option to view the Client's calendar in terms of 5 min, 15, min, 20 min, 30 min, or 60 min increments. 

The different possible schedule views are Day, Month, Week, 2 Week, Swimlane, and Episode.

The Swimlane view shows a Client's Schedule by week and divides each day into separate rows for each Service. Visits appear in the row that corresponds to the Service with which they are associated. The number of scheduled hours for the Service for the day is shown beside the Service and Funder. 

The Episode format offers a 10-week rolling view that begins with the week of the earliest start date for the Client's active Services. The current 10-week period shown is based on this date.

You can set a Default Slot Duration and Default View for Client Schedules and choose which views appear as options in the Schedule View dropdown by going to Settings>All Settings>General>Scheduling. 

To the right of the calendar, you will find the names of Employees in the Client's Care Team as well as Experienced Employees (care workers who have been previously scheduled to the Client). 

You can also change from Calendar View to List View if you wish to see a list of the Clients' upcoming Visits by day. 

Schedule by Service

The Swimlane view can be used to view a Client's Schedule broken down by Services. 

From the Client's profile, navigate to the Scheduling tab and select Swimlane as the Scheduling View. 

Active Services will be listed under each day of the week. Any Visits for the Service scheduled for that day will be shown on the calendar. 

Hover over the Service name for more details. 

Printing the Client Schedule

It is possible to print a Client's Schedule in a List View as well as a Calendar View. 

Learn more:

• How do I print my Client's Schedule in a List View?