After running optimization, a draft schedule will be created for users to visually see the schedule. Select the “View draft” icon on the right-hand side of a schedule in the “Draft Schedules” tab.
The calendar is color-coordinated by provider with dotted lines representing drafted appointments and solid lines representing existing appointments. Search providers in the search bar on the left-hand side. A list of providers will display with the amount of appointments scheduled. Users can view minimum drive time, maximum therapy hours, and balanced optimization types, as well as dates and times of each appointment, and the provider and clients.
Users can edit drafted and existing appointments. Editing existing appointments will make the appointment a draft. Select PUBLISH to make the schedule live. After publishing the schedule, users can enter any additional information, such as Place of Service, labels, recurring appointment, etc. in the appointment details.
Search providers in the search bar on the left-hand side. A list of providers will display with the amount of appointments scheduled.