Important Elements for Scheduling
Update Preferred Worker - When one has been set to excluded
Update Preferred Worker - When one has been set to excluded 1. In CareVision you can set up staff and client exclusions in the system. When these are in place staff do not appear on the list of people recommended to work with the client and there can ...
Configure Invoice Breaks and Update Care Plan
Configure Invoice Breaks and Update Care Plan Configure How Unpaid Breaks Impact Billing for Bookings 1. There is an option in CareVision to configure paid and unpaid breaks to fall within client bookings. This document outlines how to turn that ...
Duplicate Booking on the Schedule Board
Overview CareVision has the ability duplicate a booking for a client directly on the schedule board. This process is used if a Rostering person needs to allocate a client booking to multiple Staff members. Scheduling Page Open the Schedules > Teams ...
Job Offers
What is a Job Offer? A Job Offer is an offer that is put out to multiple staff or contractors at once, with details of the job, giving them the option to accept the job or decline it. It is useful when trying to find last minute replacements for a ...
Changing the Time of a Scheduled Booking
When do you change the time of a scheduled booking It is possible for Coordinators to change the time of a scheduled booking from the CareVision Management Portal. Scheduling adjustments usually occur when: A Client has requested to move the time of ...
Publishing your Staff Roster
Overview The Scheduling area is where you will organise and publish out the roster to your staff. As you allocate bookings to Staff Members, it is necessary for Coordinators to publish their Staff Roster. Doing so will finalise the bookings and ...
Using the "Auto Schedule" Feature to Create your Staff Roster
Overview The Auto Schedule feature on the CareVision Management Portal's Scheduling Area allows Coordinators to take all unscheduled bookings and match them with the appropriate Staff Member. This will be based on their Work Availability schedule (if ...
Guide to the Teams Scheduling Area
Overview The CareVision Management Portal's Teams Scheduling Area is where you make the necessary arrangements to your Staff's Roster for a particular day, week, or month. From here, you can: Allocate and schedule a booking or a service to a Carer ...
Scheduling Page Filters
Why do we need the filters in the scheduling area When the size of the care organisation is great, there will be a huge amount of service bookings planned everyday. It is easy to get lost and time-consuming to do scheduling with detailed and specific ...
Generating, Printing, and Emailing a Client's Schedule on the Management Portal
Why print client calendar? A client calendar includes all the service bookings arranged for the client during the selected time period. It shows the start time, name, and the duration of the booking. While printing the client calendar, you can select ...
Understanding the Colour Codes on the Schedule Board
What are the colour codes on the Schedule Board? The colour codes on the Schedule Board refer to how the bookings are presented in different colour tones and shades according to their booking status or user action on the scheduling page. The colour ...
Travel Time Between Bookings
Travel Time Between Bookings Travel time between bookings are being calculated to help with allocating field carer professionals. Field care professionals may be assigned to multiple bookings on a single day and it is essential to calculate if the ...
Run Shifts vs Broken Shifts
A Run Shift and a Broken Shift are two key concepts in CareVision that directly impact how staff work hours are recorded and paid. These terms are important for staff involved in payroll processing, rostering, or managing bookings and shifts. ...
Staff Leave & Their Schedule
In this article, we will discuss the importance of the work schedule and leave schedule of the staff member, their differences, their usefulness and some scenarios for the coordinator's understanding of this module. The different types of schedules ...
Scheduling Recommendation
When schedulers are looking for a team member to assign to a booking for a client who has one or more required skills or qualifications, the 'Scheduling Recommendation' will only contain team members who have both the client and the organization's ...
Publishing vs Drafts
Overview The management portal allows users to access the Scheduling Page. Here users can view bookings and make arrangements to the Organisation's Staff Roster for a particular day, week or month. In the scheduling area, users can allocate and ...
Auto Schedule
Overview Auto scheduling allows organizations to manage the assigned carers who can work on the services for the clients. Based on the size of the organisation, it can be quite a tedious task in managing a whole staff roster in which the staff ...
Handling Duplicate Published Bookings
Why you need to handle duplicated bookings Rostering and managing team schedules in the scheduling area is a vital and time sensitive task for care organisations. Schedule changes happen and teams need to be able to find the most suitable and ...