Permanent Schedules FAQ

This article explains how to assess existing permanent schedules to determine why schedules may not have generated or are not currently generating. The checks below cover the most common scenarios; however, certain cases may require additional investigation.

---

Permanent Schedules Not Generating

1. Permanent Scheduling Enabled

Check: Is Permanent Scheduling enabled in System Settings?
If disabled, schedules will not generate.

---

2. Client Admission Status

Check: Is the client’s admission status Active?
Inactive admissions prevent permanent schedule generation.

---

3. Permanent Schedule Template Status

Check: Are the client’s Permanent Schedule Templates active?
Inactive templates will not produce schedules.

---

4. Payor End Date

Check: Does the client’s Rank 1 payor have an end date?

• Yes: Has the date already passed?
  • If yes, schedules will not generate past the end date.

---

5. Shift Group Assignment

Check: Do the templates have a Shift Group assigned?

• Yes: Is the Shift Group active?
  Inactive shift groups block schedule generation.

---

6. Event Code Presence

Check: Does the template show an Event Code in the UI?

• No: The Event Code may have been deleted.
  Action: Tier 3 Support will need to review the template in SQL.

---

7. Clinical Integration Setting

Check: Is Clinical Integration enabled on the Service Record?

• Yes: Permanent schedules will not generate when clinical integration is enabled.

---

8. Payor End Date Passed

Check: Has the payor’s end date passed?
Schedules cannot generate beyond the coverage period.

---

Schedules Generating Without a Staff Member

1. Compliance Check

Check: Is Check compliance against schedule generation enabled?

• Yes: Verify the assigned staff member is compliant (not flagged in red).
  Non‑compliant staff may prevent assignment during schedule generation.