Scheduling

If data entry is the foundation of a home health care business, then scheduling represents the framework. Service types, payment obligations, the schedule manager, and the planner, if setup correctly, ensure a smooth experience for both the agency and the client. Because scheduling covers a wide variety of tools and features, we often break it down into three core parts.

  1. Services (Red)
    1. Service Types
    2. Payment Obligations
  2. The Schedule Manager (Yellow)
  3. The Planner (Green)
    1. Reading the Planner
    2. Using the Planner
      1. Assigning Caregivers
      2. Forwarding Schedules
      3. Common Scheduling Scenarios

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