Scheduling
Review important scheduling tips and tricks, how to enter, edit, and cancel both single and recurring shifts
- How to Use Staff Search Criteria and Understanding the Match Score
- Master Schedule - Shift Monitor
- How to Schedule Staff for Admin Related Time (Orientation, Office Time, Trainings, etc.)
- How can Staff add Mileage to a Visit?
- Why Can't I Delete a Shift?
- How to End Date a Recurring Schedule
- How to Enter a Schedule-Shift & Recurrence (Video)
- How to view Shift Audit Log
- How to Edit a Shift or Recurrence (Video)
- How to Setup and Use Shift Override Notes
- How to Move a Filled Shift to Open
- How to Fill an Open Shift
- How to Change the Time of a Shift - One Time Occurrence
- Why can't I add a field staff to a client's schedule?
- How to Manually Clock In/Out Field Staff
- How to Edit a Recurring Shift
- Scheduling Over Authorization Hours
- How to Cancel a Shift
- How to Add a Recurring Schedule to an Existing Authorization
- How to use the Quick Action Feature to Edit, Cancel or perform a Manual Clock-in/Out