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Scheduling holds recurring attendant schedules, planned visits, and authorization-aware conflict tracking. It sits between an authorization and a delivered visit: what you plan here becomes what your attendants verify in Time & Attendance.

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Who can use it

Organization Admins, Location Admins, Clinical Managers, Client Coordinators, and EVV Maintenance staff.

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The week board

Above the tabs, a week board shows the schedule at a glance. Use it to spot gaps and clashes across the week rather than record by record.

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Tabs

Recurring weekly visit patterns linking members, attendants, and service authorizations.Columns: Member · Attendant · Authorization · Dept · Start · End · From · To · StatusOpening a schedule exposes the full pattern: Service Code, Start Time, End Time, a checkbox for each day Monday through Sunday, Effective From and Effective To, status, and notes.This is the template. One recurring schedule generates many visits.
Visit instances generated from recurring schedules, awaiting EVV verification.Each planned visit is a specific date and time produced by a recurring schedule. They sit here until an attendant clocks in against them.

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Authorization-aware conflict tracking

Scheduling checks each visit against the member’s authorization. It flags visits that fall outside the authorized date range, exceed remaining units, or use a service code the authorization does not cover.
Conflicts are warnings about billability, not care. A flagged visit can still be delivered — but it will not produce a payable claim. Resolve the authorization before the visit happens, not after.

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Building a recurring schedule

1

Confirm the authorization first

The schedule links to an authorization. Check it is active, in date, and has units remaining. See Authorizations.
2

Select the member and attendant

The attendant must have current credentials. See Credentials and checks.
3

Set the weekly pattern

Choose the days and set Start Time and End Time.
4

Set the effective dates

Effective From and Effective To bound the pattern. Keep them inside the authorization’s date range.
5

Activate and review generated visits

Check the Planned Visits tab to confirm the pattern produced the visits you expected.
Set Effective To to match the authorization’s end date. The schedule then stops generating unbillable visits automatically when the authorization lapses.

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Where visits go next

See Time & Attendance and EVV to paid claim.

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Troubleshooting

Time & Attendance

EVV verification and exception handling.

Authorizations

Units and date ranges that bound your schedules.