Scheduling

Scheduling in home healthcare refers to the process of planning and organizing the delivery of healthcare services to patients in their own homes. This involves creating a structured timetable for healthcare professionals, such as nurses, therapists, and caregivers, to visit patients and provide the necessary medical, or supportive care.

Calendar

A scheduling calendar is used to manage and coordinate appointments, visits, and care plans for patients in their homes.  A scheduling calendar typically displays dates in a monthly or weekly grid format, with each day divided into time slots. This makes it easy to view and plan activities over a specific time frame.

Scheduling  Tab >> Calendar

The user can view the schedules of all the patients in this calendar.

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The color in the calendar represents whether the schedules has been completed, confirmed, not scheduled, etc., as per the color indicator above the calendar on the screen.

Change Schedule

For changing the schedules for any particular day, the user can click on the schedule time, the following screen appears, Click Change Schedule option.

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Now, change the Employee name and the scheduled time if required and click Save option.

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The selected Employee is now scheduled with the patient for the particular day and notification will be sent to the Employee. 

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Patient Denied Service

Scheduling  Tab >> Calendar

The patient denied service can be updated in the Scheduling calendar by simply clicking on the schedules of the day. The following screen appears, click Note option.

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Now, click on the check box and update the Note for the denied service and click save option.

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The patient denied service details has been updated in the Scheduling calendar and we can view the details as Do not Schedule on the particular day.

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Delete Schedule

Scheduling  Tab >> Calendar

The Schedules for a particular day can be deleted in the system. Click on the schedule, the following screen appears, click Delete option.

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The schedule with the employee gets deleted from the Timeslot and we can reassign the schedules to different employee in the system.

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Nurse Calendar

A nurse calendar is a tool for managing the schedules of home care nurses. It helps to coordinate patient visits, track medication schedules, and plan caregiver shifts. This calendar ensures timely and personalized care for patients in the comfort of their homes while optimizing nurse staffing.

Note: All Fields marked with * are mandatory and must be filled out, otherwise the system will generate an error indicating that the required information is missing.

Adding Nurse Schedule

Scheduling >> Nurse Calendar

Click Add Schedule option to update the schedule for the Nurse on the calendar.

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Now the following screen appears, update the required information and click Save option. The details of the Visit will be updated in the Nurse calendar.

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Schedule Log

A Schedule Log is a structured record keeping system that tracks confirmed schedules of the patient. It includes patient details, care type, caregiver details and the dates of confirmed schedules.

View Confirmed Schedule

Scheduling >> Schedule Log

The user can view the list of confirmed schedules of the patients in the system.

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Delete Schedule

Scheduling >> Schedule Log

To delete the schedules in the Schedule Log, click on checkbox of the schedules and click Delete option.

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Aggregator Log, Pending Schedules and Virtual Visit

Aggregator Log

Scheduling >> Aggregator Logs

To view the Visit Status, enter the Patient name, Start Date, End Date and the Aggregator Name in the system and click search option.

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The following screen appears, and we can view the status of the Visits.

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If the Status of the Visit is failed, then check for the reason and make necessary correction in the system and Resend the claims.

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Pending Schedules

Scheduling >> Pending Schedules

To view the pending schedules, enter the patient name, employee name and click Search option.

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View Virtual Visits

Scheduling >> Virtual Visits

The user can view the Future Visits, Past Visits and Today's Virtual Visit of the patient in the system.

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Click Action on the right side of screen. The list of Action will appear to Send SMS Reminder, Send Email Reminder, Change Schedule, Cancel Visit and View Note. 

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Click Change Schedule option to change the Employee for the Virtual Visit. Select the Employee from list and update the Start time and End time of the schedule and Click Save option.

To Delete the Virtual visit of the patient select the option Cancel Visit under Action.

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