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See your schedule and respond to visit offers

Read your day, accept or decline offers, and open a visit.

The Schedule tab lists your visits for one day at a time. Each card shows the patient, the visit type, and a status label.

Read your day

  1. Tap Schedule.

  2. Tap a day on the week strip at the top. Only that day's visits appear below.

  3. Pull down or tap Refresh to pick up recent changes. The phone reads a local copy — a visit the office assigned moments ago can take a minute to arrive.

The header shows which organization you are working in. Visits belong to that organization only — if you work for more than one branch, verify the header before anything else.

Accept or decline an offered visit

  1. Tap the offer card.

  2. Tap Accept or Decline. Declining opens a reason flow so the office can reassign — see Reschedule, reassign, or miss a visit.

After accepting, an Undo toast appears briefly in case you tapped by mistake.

Open a visit

Tap any visit to open the bottom sheet. It shows the actions available for where the visit stands:

Action

What it does

Start Visit with Scribe

Consent, then the visit hub

Continue Visit

Return to open documentation

Reschedule / Reassign

Sends a change request to the office

View Patient Profile

Demographics, current visits, and calendar

Missing buttons are not an error — actions appear as the visit reaches them. For every status label a card can show, see Visit statuses.

Find any patient

Schedule shows your visits for one day. Patients lets you search any patient regardless of today's schedule.

  1. Tap Patients and search by name.

  2. Open the Patient Profile for demographics, Current Visits, and the Calendar tab, which plots upcoming visits across disciplines.

  3. To add a visit from the profile, tap Add Visit — the patient is locked in. Choose the visit type and date, then Create Visit or Create and Start Visit.

Note: Dates outside the phone's sync window — about thirty days before and after today — cannot be selected in Add Visit.

If something goes wrong

  • Your day is empty or a visit is missing. In order: confirm the organization in the header, confirm the day on the week strip, check your discipline filter in Settings → Schedule View (RN/SN, PT, OT, and other filters show different visit types), then refresh. If it still does not appear, ask your scheduler to confirm it is assigned to you.

  • Your schedule looks different from a coworker's. You are in a different organization or have a different discipline filter — check both.

  • A card shows Sync Failed. A visit created on the phone found no matching scheduled visit. Contact your scheduler — see Finish and submit the visit.

  • No Schedule tab. Scribe is not enabled for your organization. Ask your administrator.

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