How to Use Enhanced Scheduling Features in Teams V2
CareVision aims to deliver efficient scheduling experiences for users. With improved performance and user-friendly updates, CareVision strive to help teams to manage bookings with ease.
This topic describes the key differences between Teams Scheduling Area and Teams V2 Scheduling Area, and explains how recent updates improve scheduling and care plan management in CareVision.
Keywords: teams V2, teams scheduling area, rostering, care plan, service review, booking management, faster performance, user experience
I. Comparison Between Teams and Teams V2
The Teams Scheduling Area in CareVision allows you to organise and manage your staff roster for any day, week, or month. Here, you can allocate bookings or services to Carers, adjust schedules, update, cancel, and manage services as needed.
Teams V2 is designed to support organizations growing with larger clients and increased bookings.
The main difference is that Teams V2 provides better performance and quicker loading times, but the way you use it and the way it looks are almost unchanged. Both versions are available, so you can choose to use Teams or Teams V2 for your scheduling needs.
To guide you, here’s a table comparing the key features of Teams and Teams V2:
Feature | Teams | Teams V2 |
Scheduling Board | Original version | Revamped with improved data-loading |
Loading Times | Standard wait times | Faster, shorter waiting after applying filters |
User Experience | Usual navigation and booking process | Easier navigation, quicker allocation/modification |
Rostering Process | Unchanged | Unchanged |
Performance & Reliability | Standard | More reliable and consistent |
Visual Differences | Familiar interface | Minimal changes, familiar look |
Availability | Enabled by default | Enabled upon request. Contact the CareVision Support Team. |
II. How to Enable Teams V2
1. Request activation of Teams V2 by contacting the CareVision Support Team.
2. Once enabled, go to the left navigation pane and select Schedules.
3. Then, click Teams V2 to access the new option.
III. Publish Bookings using Teams V2
You can allocate and publish a booking in Teams V2 using the same process as in Teams Scheduling Area. All bookings published in Teams V2 will also be visible in Teams V1.
For detailed steps, see Publishing your Staff Roster.
IV. Manage Care Plan Changes with Published Bookings
When changes are made to a client’s Care Plan, such as adjustments to duration, start time, or additional services, Teams and Teams V2 handle the impact on published bookings differently.
A key difference is that Teams V2 introduces the Update action, allowing you to modify existing published bookings to reflect the latest Care Plan changes, which is not possible in Teams.
- The coordinator updates the Care Plan and saves the changes.
2. A confirmation window appears, listing published bookings impacted by the change.
3. Available Actions: If you select Retain, the affected bookings will remain unchanged and stay as originally scheduled.
- If you choose Cancel, the affected bookings will be cancelled, and new bookings will be preloaded automatically based on the updated Care Plan.
- If you select Update, the affected bookings will be directly modified so their details such as duration, start time, or services, match the new Care Plan.
4. You can apply these actions to multiple bookings at once, streamlining the update process.
The following table summarizes how each version manages published bookings when a Care Plan is updated.
Feature | Teams | Teams V2 |
Handling Care Plan Changes with Published Bookings | When a Care Plan with published bookings is updated, a confirmation window appears. You can only choose to Retain (keep unchanged) or Cancel (remove) the affected bookings. No option to update published bookings with new Care Plan details. | When a Care Plan with published bookings is updated, a confirmation window appears. You can choose to Retain (keep unchanged), Update (modify to match new Care Plan), or Cancel (remove) the affected bookings. |
Available Actions for Published Bookings | Retain, Cancel | Retain, Update, Cancel |
Impact of Retain | Booking remains as originally scheduled, no changes applied. | Booking remains as originally scheduled, no changes applied. |
Impact of Update | Not available. | Booking is modified to reflect the latest Care Plan changes (duration, time, services, etc.) |
Impact of Cancel | Booking is cancelled. | Booking is cancelled. New bookings are preloaded based on updated Care Plan. |
Processing Multiple Bookings | Can process multiple affected bookings at once, but only with Retain or Cancel options. | Can process multiple affected bookings at once, with Retain, Update, or Cancel options. |
V. Frequently Asked Questions
Question | Answer |
What happens if a client has an existing Care Plan and a new quote is created using the same funding source and dates, but with changes or extra services? | The system will automatically preload the latest changes from the Care Plan, so the most up-to-date information is included. |
Why does the Service Review now show unpublished bookings? | This update makes sure that Preloaded Care Plan Items, including any warnings, are visible during review, helping you catch issues before finalizing bookings. |
Can we enable or disable this feature ourselves in the future? | Yes, you’ll be able to control this feature yourself soon. For now, please contact CareVision Support to enable or disable it for you. |
Will Teams still be available? | Yes, Teams will remain in the system and you can continue to use it for rostering. |
What if two rosterers publish the same booking from Teams and Teams V2 at the same time? | The system’s duplicate detection will flag these bookings right away, preventing any conflicts or duplicates. |
By understanding these differences, you can choose the scheduling option that best fits your organisation’s needs and take full advantage of enhanced features for efficient roster and care plan management.
For more information about Teams V2 or assistance with setting up this feature, contact the CareVision Support Team.
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