Scheduled clinicians, grouped by order level (RN, LPN, CNA, etc.), appear in left most column.

Patient names, with visit hour start time, appear in the center of schedule. By double-clicking on any patient visit, that patient's entire weekly schedule can be viewed.

A visit with a White background is OK and requires no further handling.

A visit with an Orange background needs further scheduling.

A visit with a Green background is an optional visit (e.g. A Lincoln has 1 required RN visit and 2 optional RN visits here)

A visit with a Purple background is a Rider. Riders are reminders for supervisory visits, lab draws, Foley changes, injections and equipment or pharmaceutical deliveries.

A visit with a Yellow background is a Cancelled Visit.

A visit with a Pink background is a Held Visit (patient is in the hospital etc).

A visit with Green text is an admit visit.

A clinician's name in red text alerts the scheduler to overtime hours.
A date listed in red text is an agency-defined holiday.

Moves the schedule back or forward a week at a time.

Moves the schedule back or forward a day at a time.

Frees the selected visit from the currently scheduled clinician, and turns the background color orange signifying scheduling action required.

Refreshes schedule changes and brings other Schedulers’ changes to your PC from the network.

Lists Available clinicians for a selected visit (a pick-window opens, revealing available clinicians in “best fit” order for easy scheduling).

Shows complete scheduling history with all details of the selected visit, including staff changes, comments, status, time and/or date changes, along with date/time/person stamps for each change (changes are displayed in red).

Locks and unlocks the schedule so that staff schedulers can leave their PCs knowing no unauthorized schedule changes can be made. Click once to lock, click again and enter password to unlock the schedule.

Prints the weekly schedule for posting on staff bulletin boards. The schedule can be selected by Zone or by service discipline (from the Main Screen). Large agencies, with many staff schedulers, can print subsets of the entire schedule for easy management by different agency divisions.

Changes all visits on the schedule to one of 3 colors. Dark Teal - the visit has had no clinician changes since it was ordered. Yellow - the visit was originally ordered for a different clinician. Green - the visit was not assigned to a clinician when it was originally ordered.

Lists all patients receiving care this week. By selecting a patient, all of those visits are highlighted for easy access.

Allows scheduler to mark the visit as complete, by entering any changes in start/stop time, caregiver or service code. Once marked Complete visits are picked up by Billing and Payroll Capture.

Allows scheduler to Change any visit details instantly as needed.

Takes you back to the Main Wizard Menu.