Scheduling Visits & Configuring Auto-Visits

Scheduling Visits & Configuring Auto-Visits

Overview:
Set up one-time or recurring (auto-visit) assignments for clients and providers.

Steps

1. Open Scheduling
   Click Scheduling in the main menu.
   
   

2. Schedule a one-time visit
   
   

   • Click + New Visit.
     
     

   • Select Client, Provider, Date & Time, and Service.
     
     

   • Add any Instructions or Special Requirements.
     
     

   • Click Save.
     
     

3. Configure an auto-visit (recurring)
   
   

   • In + New Visit, check Recurring.
     
     

   • Set Frequency (Daily, Weekly, Monthly) and End Date or Number of Occurrences.
     
     

   • Click Save.
     
     

4. View and adjust
   
   

   • Use the Calendar or List view to see all scheduled and recurring visits.
     
     

   • Click any visit to Edit or Cancel.
     
     

Tips

• Color-code visits by service type for quick visual reference.
  
  

• Auto-visits save time for ongoing care plans.
  
  

Troubleshooting

• Visit conflict: You’ll see an alert if the provider already has an overlapping assignment.
  
  

Recurring not applying: Make sure both start and end dates are set.