ASSOCIATE LOAD BALANCING

This option allows you to easily move scheduled services from one Associate to another. Features for this option include: 

  • Timeline View (default view) which shows you a list of associates by discipline by agency for a specific day (defaults to current day)
  • Day View which shows you a list of associates by discipline by agency for a specific day as well as times associated with a patient’s scheduled service.  If no times exist, the scheduled service will show in the “all day” row that displays on the screen. 
  • Features, edits and warning messages include:
    • Drag and drop the scheduled service from one Associate to another
    • Associate is out of compliance (Associate’s name displays in red)
    • Warning message appears during the “drag/drop” if the New associate has no availability
    • Warning message appears during the “drag/drop” if the new associate in not assigned to the patient’s zip code territory
    • View if a Service Note has been started/completed (note icon appears to the left of the name). Hovering over the icon will tell you if the Service Note is in an incomplete/complete status. You WILL NOT be able to drag/drop the scheduled service to another associate as the current associate has started/completed the Service Note. 
    • View service time and Patient demographics by hovering over the scheduled service 
    • Select the scheduled service to edit, un-schedule, or cancel the scheduled service as well as add a scheduling note or send a message. 

 

To access the Associate Load Balancing feature, use the following path:  Patients > Associate Load Balancing 

NOTE: For Careficient Agency Administrators, click on the following to learn more about the privileges for Associate Load Balancing.

Select a discipline from the dropdown listing

Select an Agency from the dropdown listing (if you only have one Agency, it will default to your agency)

RANKING

Select the Ranking Level from the dropdown listing.  Option include: 

  • Level 1 - Always Assign - Used for associates that work full-time in the field seeing patient
  • Level 2 - Occasionally Assign - Used for associates that work in the office but frequently may see a patient 
  • Level 3 - Rarely Assign - Used for associates that work full-time in office and occasionally may have to see a patient
  • Level 4 - Never Assign - Used for associates that never see patients

Change date display to a different day if necessary (defaults to current day but you can move the days back and forth or select a specific date using the calendar icon which displays a calendar)

 

You can drag and drop a scheduled service to a different Associate by clicking on the visit and dragging it to another associate

If a service note has been added and in the incomplete status, you cannot move the visit to another associate

If a service note has been added and in the complete status, you cannot move the visit to another associate

Change the display from Timeline to Day View by selecting the Day option if you want to use the list with dates and associated times scheduled

In Day View, you can choose to view by 24 hour time period

Or you can view by