Scheduler Daily Workflow
Below is a list of articles that may facilitate scheduler workflows.
Office Management
- Entering Timesheets
- How to send a message to telephony
- Create ongoing visit pattern OR Create a single visit
- Canceling visits (visit screen)
- Client Detail Printout Report (Tracking reported tasks)
- Missed clock-ins/Scheduling Board
Unit Utilization (authorized service warning and authorized vs delivered units - new reports)