Creating Shifts with Auto-Scheduling
The Auto-Scheduling feature is designed to help create and manage caregiver schedules automatically, based on a variety of factors such as caregiver availability, client needs, and other scheduling requirements. This can save time and reduce errors that may occur when scheduling is done manually.
To get started, please download our Tip Sheet here. You will learn how to: - Create a routine schedule
- Import shift templates
- Create exceptions to the schedule
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Creating Open Shifts
Creating open shifts within the Scheduling Dashboard can be accomplished using the Utility Drawer functions of Create Open Shifts or in the Clients view of the Quick Shifts. The instructions for both tools can be found below. 1. To create a open ...
Quick Shifts
Creating Quick Shifts is a simple and easy way to put shifts up on the schedule quickly. This can be done using the Quick Shifts tool. Follow the instructions below to create quick shifts. After navigating to the Scheduling Dashboard from main page ...
Creating Shift Templates
A shift template can be used when creating a shift via Quick shifts and Create Shifts. This process makes it easy and faster when scheduling the same type of shifts needed regularly concerning clients and other aspects of the shift. 1. To create ...
Open Shifts
Open shifts are shifts that show up on the calendar for a client, but do not yet have an assigned caregiver. They require a caregiver to take them before they happen so that the necessary care can be facilitated. To create an Open Shift create a ...
Lock Shifts
Lock Shifts is a feature that allows you to lock shifts prior to and on a certain date. This means that nothing about those shifts can be edited. To learn about using this function, follow the instructions below. 1. Navigate to the Scheduling ...