Scheduler
Assign, move, and track visits from the web.
9 articles
- Scheduler tasksWhat schedulers own and when an order is needed first.
- I entered an order. Why can't I see the visit?Check calendar content, approval, and ordered frequency before scheduling.
- Assign a clinician to a visitStaff unassigned visits from the By Patient board.
- Make a clinician assignableLicense on file, right role, scheduling toggled on, territory set.
- Work declined offers and returned visitsTrack pending offers and restaff what comes back.
- Reschedule or reassign a visitMove a visit to a new date or a different clinician.
- Clear missed visitsReview missed visits and complete the required follow-up.
- How PRN visits workPRN visits sit unassigned by design — order once, activate on demand.
- Late documentation and past-dated visitsAssign the visit on the actual date of care — never shift it to today.