SCHEDULES DETAIL LISTING

Schedules Detail Listing is a detailed listing of scheduled services for all patients and associates. Scheduled records can be viewed in a variety of status types. This page can be printed and gives you the ability to see and work with an alert or Scheduling Notification option to indicate that a patient status has changed so that associates scheduled for their care can be notified.  Go to Patients > Schedules Detail Listing.

You can Add Pay Only visits here.  Click here to learn more about Add Pay Only.

You can search results by From / To dates...

First or last name...

You can choose to include services without a service note attached...

OR Payer Reporting Group...

You can also filter by Patient...

Associate...

Service...

Agency...

Or Status.

You also have the ability to lock the screen down so that it always returns to the options you have chosen to sort by each time you choose Patients > Schedules Detail Listing from the drop down.  To lock the options, click on the yellow lock.  

Click "Search" when you have made your changes.

You can also add a scheduling note from here as well by clicking on "Add Note" icon.  Click here to learn more about Adding Notes (Under Assigning Visits).

To view the patient's schedule click on the magnifying glass.  Click here to learn more about the Patients Schedule.

To cancel a visit, click on the "Trash Can".  Click here to learn more about Canceling Visits.

REPORTS

There are multiple reports that you can generate from the Schedules Detail Listing".  Once you have determined the settings that you want to export, click "Search" and then "Export" the report. 

Schedules (PDF) includes:

 

  • Associate
  • Patient
  • Status
  • Service
  • Auth Message
  • Service Date
  • Time In
  • Time Out
  • Cancel Reason
  • Patient Address

Associate Calendar (PDF) includes:

 

  • Associate
  • Schedule
  • Discipline
  • Patient
  • Patient Address
  • Patient Phone
  • SOC date
  • Physician
  • Physician Phone
  • Scheduling Notes

Associate Calendar Show All (PDF) includes:

  • Associate
  • Calendar
  • Scheduled Time
  • Discipline
  • Patients
  • Patient Addresses
  • Patient Phone Numbers
  • Physicians
  • Physicians Phone Numbers
  • SOC Date
  • Hold Date
  • Discharge Date
  • Scheduling Notes

Patient Calendar (PDF) includes:

  • Agency
  • Agency Address
  • Agency Phone
  • Patient
  • Patient Address
  • Patient Phone
  • Physician
  • Physician Address
  • Physician Phone
  • SOC date
  • Discharge Date
  • Calendar
  • Associate Assigned
  • Discipline Assigned

Schedules (Spreadsheet) includes:

 

  • Associates
  • Patient
  • Status
  • Servivce
  • Authorization Message
  • Service Date
  • Time In
  • Time Out
  • Cancel Reason
  • Patient Address
  • Payer Name
  • Service note Initiated Date and Time

Time Sheet Report (PDF) includes:

 

  • Agency
  • Agency Address
  • Agency Phone
  • Associate
  • Period of Service
  • Patient
  • MRN
  • Authorized units
  • County
  • Service Description
  • Hours Scheduled
  • Date
  • From Scheduled
  • To Scheduled
  • Actual Start Time
  • Actual Stop Time
  • Total Hours
  • Place for Supervisor Signature
  • Place for Associate Signature
  • Care Needs