Scheduled Visits

Scheduled shows the visits at your workspace location that are booked.

• Table view lists them with the patient and the date they are scheduled for. Each page is ordered by the booked time, or by the date for a visit with no time slot.
• Calendar view shows one day with a column per staff member, and lists the day’s scheduled visits that have no staff member assigned yet.

Booking a visit directly

Choose Schedule Visit to book a visit without a prior request. Pick the patient, then the date, and optionally a staff member and time slot. Once you choose Find an opening, Create waits until you pick one of the times offered.

Acting on a booking

From a row, the calendar, or the preview that View opens:

• Start begins the visit when the patient arrives. It moves to Active.

• Reschedule moves the visit to another date, or to another opening with a staff member and time slot, the same way as scheduling it. Choosing Unassigned removes the staff member and time slot, and frees that time for other bookings. The change is recorded in the visit’s timeline.

  Location moves the visit to another of your organization’s locations. If you can’t schedule visits there, the dialog says so and Request creates a visit request at that location for the chosen date instead, for someone who works there to schedule. This visit is then cancelled, unless you can’t cancel it, in which case it stays as it is.

• Cancel cancels the booking, with an optional comment. The cancelled visit moves to Closed.

A scheduled visit can’t be moved back to Requested; reschedule it instead.

The preview also offers a pre-visit intake link, as described for requested visits.

Who sees what

Viewing the list needs permission to view scheduled visits, plus permission to view visits. Booking, rescheduling, starting and cancelling each need their own permission, and the intake link needs permission to manage pre-visit intake. Buttons you are not allowed to use are not shown.

The calendar view needs permission to view the scheduling calendar or to view staff locations, since its columns are the staff assigned to the location. Without either, only the table view is offered.

Booking, rescheduling, starting, cancelling and the intake link work only at a location you are assigned to, and an administrator can switch any of them off for you at one location (see User details). For a visit at another location you see it, but not those buttons.