Content Comparison

...

Role Required: Super User, Supervisor

Permission Required: N/A

Contents:

Client Schedules

...

1. Log in to personal profile

2. Click Scheduling on the main menu

3. Click Clients on the submenu

4. Search for the client by typing the name in the search filter

5. Click Search

6. Click anywhere on the client row to open the Client Details page

7. To create a new schedule, use the calendar or arrow icons to navigate to the desired week, OR click the Actions button and select New Schedule from the drop-down menu to display the next blank week's schedule

8. To create a new schedule shift, click the Blank Cell on the selected day to open the Schedule form wizard

9. Complete the Schedule form wizard

   1. Client Name - Prefilled with client name

   2. Service Code - Prefilled based on the service code row in which the blank cell was selected

   3. EVV Location - Select from the drop-down

   4. Day - Select the date the client will receive the service   

   5. Start time - Enter the start time the client will receive the service

   6. End time - Enter the end time the client will receive the service

   7. Employee - Type the employee's name and select it from the drop-down. Only employees with an active service account with this client and service code will populate.

   8. Note - Optional

   9. Critical - Check the box if this is a critical shift

   10. Reminder - Enter the numeric value (minutes, hours, days, or weeks) in the first field

   11. Reminder Type - Select Minutes, Hours, Days, or Weeks from the drop-down in the second field

10. Click Schedule

    1. Shifts cannot be saved if the employee is already scheduled for a shift

    2. Shifts cannot be scheduled if the authorization has expired

    3. To see an employee’s full schedule, click Scheduling on the main menu and click Employees on the submenu. Search for and select the employee.

11. Click Save on the confirmation alert window

12. Repeat until the schedule is complete

    1. Copy entries by dragging and dropping them into a new cell

    2. To use the same schedule as the previous week:

       1. Click the Copy icon (two pieces of paper)

       2. Select the week to copy from the drop-down and click Ok

       3. Click Yes on the confirmation alert window

13. Click Publish

14. Review exceptions and make changes as needed

15. Click Publish on the review exceptions window

    1. The schedule will be visible when published

16. Click Save

17. Changes can be made to the schedule by right-clicking on individual entries

18. Re-publish the schedule for the employee to see the changes

...