Upon opening the schedule feature, you will find several tabs at the top of the screen, four of which offer different perspectives of your schedule.

Schedule Entry / Day View / Week View / Month View

From any calendar view, the top menu will allow you to access specific information:

• Patient/ Employee: Select one patient or employee schedule to view.
• Forward and Back Arrows: Scroll through days, weeks, or months.
• Print Schedule: Print the schedule in calendar or text view.
• View: Choose to see one employee's or one patient’s schedule at a time.
• Show Unassigned Items: Display patients without an assigned employee.
• Show Cert: View current or most recent certification periods when a patient is selected, highlighting the five-day window for 485 and OASIS data collection.

Schedule Entry Tab

This tab displays a grid of scheduled appointments. You can click any scheduled item to open the Add/Edit Schedule dialog.  

Filtering the Grid

• Time Frame: Choose to display schedules for one day, a week, a month, or a custom time frame.
• View Options: Show schedules for one employee, one patient, or all items within the selected date frame.
• Filter Icon: Apply filters to any column, such as viewing only items with a visit status code of 020. To remove a filter, click the filter icon and select (All).

Day View, Week View, and Month View

Appointments are displayed in a calendar format:

• Non-Patient Appointments: Identified by a thumbtack icon.
• Special Visits: SOC (Start of Care) shows a plus sign, Recert shows a 485 sign, and Supervision visits show two people.
• Color Codes: Green entries indicate the assessment has started; gray entries have not.
• Unassigned: Schedules without an assigned employee appear as red with a plus sign.
• Recurrence: Schedules that are a part of a recurring set. 

Permissions

Only employees with the correct security settings can add/edit schedules for others. If permissions are limited, options to change the employee on the schedule will be disabled. Employee Schedule Security Settings (Employee Security, Schedule Calendar) (barnestorm.biz)

Directions/Map

• Using the Map: Select a visit and click the Directions/Map tab to calculate routes between appointments. An internet connection is required.

Case Load

• Comparing Visits: Use the Case Load tab to compare scheduled visits for each employee over a week. Apply filters for specific programs or revenue codes and view visit counts or hours.

Settings

• Customization: Adjust settings such as military time preferences, which are saved for each user and loaded automatically for future visits.