Adding a Schedule

To add a schedule to a client follow the steps below.

 

• Select the service you would like to add the Schedule to.

 

• In the Schedule Manager window click the Add Schedule button.

 

• A calendar window will appear and you will be prompted to select the start date for the schedule. This date determines when the client status will update from Inquiry to Active (if they are not already active).This can also be updated at any point if the start date changes.

 

• Once you've selected a state date you will be able to enter a new schedule. The basic information that needs to be added is the Start time, End time, and the days of the week that visits will take place. 

 

• Once you have completed setup in the Schedule Manager you'll see the service times on the clients Summary tab.

 

• A few tips to keep in mind about schedules:
  • There are other features available in this window. If you are interested in how to add an inactive period, or how to discontinue a schedule you can review those specific pages for more information.
  • Like Service Types some clients might only have one schedule. However, it's not uncommon for clients to have more than one schedule. 
  • While most agencies use a Weekly repeating schedule Rosemark does have other types, including Once, Daily, and Monthly options.
  • Similar to payment obligations many agencies do not set a through date for schedules. Leaving this field blank means that Rosemark will continue to generate the schedule until you enter the end date.
  • If you have a particularly difficult or unique scheduling issue if you reach out to the customer care team is happy they will be happy to review it with you.