Creating a Schedule

You can create visit schedules for your recipients, either for one visit or for recurring visits. You can also add a DCW/Employee to the schedule. When using the Sandata Mobile Connect app, caregivers can simply clock in to a scheduled visit. 

1. From the Scheduling Module, Select Create Schedule. 

 

2. Once you start typing a recipient’s name in the Recipient Program field, you can select the Recipient and see their service and authorization information. Select a Bill Unit Type, Service and Event Code (required fields). 

 

3. Enter the date, and the start and end times. The Event will be in Pending status until it occurs, and then the system will update the status to Confirmed. 

4. Begin typing in the DCW/Employee that will be scheduled for this visit and select. 

5. If this will be a recurring event, check the Repeat Event box.  

                                  

6. When you select Repeat Event, the pop-up window allows you to choose the recurrence, and the days of the week the visits should occur. The schedule requires an end date so enter a specific date or enter a specific number of occurrences. Once entered, choose Done.  

                                    

7.  Select Create Preview. 

8. Preview the schedule details. Any scheduling conflicts will show, and you can change the DCW/Employee or Override. Respond to any conflicts and then Save. This will create all the schedules that are checked and in the Schedule Review section. 

 

9. To view or edit this schedule, do this from the Schedule Module or the Recipient Module, Scheduling tab.