Scheduling

The Scheduling Module is represented by the calendar icon, and allows the user to view and manage calendar appointments for themselves as well as for all the providers and clients the user oversees.

Scheduling Allow Employees to Manage Availability but not Edit their Schedule

The following permission can be granted in the  Permissions module, under the Scheduling section, for employees to manage their availability without being able to create or edit appointments in their schedule:

  1. Settings > Manage Own Availability
    • Access manage their own availability

Click here to learn how to create a permission group to grant employees permission to manage their availability.

Click here to learn how to review and edit an employee’s permissions.

Click here to learn how to edit the permissions of a group.

Scheduling Appointment Types

Appointment Types allow organizations to decrease scheduling time by standardizing appointments with specific titles and lengths. Appointment types are created in the My Profile section of your profile, under the “Settings” tab, located in the Dashboard module.

  • Employees with permission to manage Appointment Types (Settings > Manage Employee Appointment Types) can create Appointment Types to be used by other employees in the organization.
  • Employees with permission to manage their own Appointment Types (Settings > Manage Own Appointment Types) can create their own list of Appointment Types.

After the Appointment Types are created, in order for other employees to use them to schedule appointments, the Appointment Types must be shared with these other employees in the Settings section of the  Scheduling module.

Click here to learn how to create appointment types.

Scheduling Calendar Views and Icons

There are three calendar views available in the  Scheduling module to help manage your calendar, employees’ calendars, and appointments:

  1. View My Calendar: there are 5 different views to select when accessing your calendar view
    • Day View: view all appointments for a specific day, add single or recurring appointments to any time within the day, and update an appointment’s time by dragging and dropping the scheduled appointment to a different time. Billable appointments are identified in this view by a white lightning bolt icon, which can be clicked to be redirected to convert the appointment to a timesheet. Converted appointments are identified with a white lightning bolt in a green circle . Appointments hidden from the client view in the Client Portal will be identified by a strikethrough eye icon.
    • Week View: the default calendar view and shows all appointments for the dates in the selected week. Add single or recurring appointments to any day and time in the week, and drag and drop existing appointments to a different date, to change an appointment date and time. Billable appointments are identified in this view by a white lightning bolt icon, which can be clicked to be redirected to convert the appointment to a timesheet. Converted appointments are identified with a white lightning bolt in a green circle . Appointments hidden from the client view in the Client Portal will be identified by a strikethrough eye  icon.
    • Month View: view all of the appointments scheduled for the month. Select a day to schedule a new appointment and edit existing appointments by clicking the appointment box. You can identify converted appointments by a checkmark icon, and unconverted appointments by a circle icon. Appointments hidden from the client view in the Client Portal will be identified by a strikethrough eye icon.
    • List View: view all appointments scheduled per day and per hour for the selected week. Add appointments by clicking in the space representing the desired time, and edit existing appointments by clicking the appointment box. Converted appointments are identified by a checkmark icon. Appointments hidden from the client view in the Client Portal will be identified by a strikethrough eye icon.
    • Planner View: view the appointments scheduled per day for the selected week. Add employees’ calendars and view their own lines with appointments, and add single or recurring appointments to any day and time. Converted appointments are identified by a checkmark icon. Appointments hidden from the client view in the Client Portal will be identified by a strikethrough eye icon.
  2. View Day Planner: a more in-depth view of employees’ calendars and is designed for you to compare multiple calendars and review scheduled appointments by the hour of the selected date, and search for availability. Once employees’ calendars are added in this view, click to add new appointments, drag and drop appointments from different employee calendars, drag and adjust the length of an appointment, and identify appointments that are in conflict with authorizations through the warning icon. Appointments hidden from the client view in the Client Portal will be identified by a strikethrough eye  icon.
  3. View As Grid: a grid with all scheduled appointment details. This is a great view to audit scheduled appointments, identify unconverted appointments by a circle icon, identify authorized or unauthorized appointments, and view all cancelled and deleted appointments for a given date range, in a table grid view. Appointments hidden from the client view in the Client Portal will be identified by a strikethrough eye icon included in the third column of the schedule grid.

Scheduling Editing Recurring Appointments

When recurring appointments are edited, the remaining appointments in the series can be changed, depending on what options are selected when saving.

After editing an appointment and clicking Update Appointment, the “Save Changes” pop-up has the following options:

  • Only this event: other events in the same series will remain the same.
  • Save: save this change for this and all following events.
  • Cancel: return to the edit page without saving.

Please note, selecting Save will change all future appointments in the series.

Scheduling Employee Permissions to Manage Appointments

The following permissions can be granted in the Permissions module, under the Scheduling section, for employees to create, edit, cancel, or delete appointments from their schedule.

  1. Appointments > Allow Cancelling One-Off
    • Ability to cancel a single appointment. Users with this permission can cancel appointments that are no longer occurring
  2. Appointments > Allow Cancelling Recurring
    • Ability to cancel an entire series of a recurring appointment
  3. Appointments > Allow Deleting One-Off
    • Ability to delete a single appointment. Users with this permission can cancel an appointment that was incorrectly added to their schedule
  4. Appointments > Allow Deleting Recurring
    • Ability to delete entire series of a recurring appointment. Users with this permission can cancel a series of recurring appointments incorrectly added to their schedule
  5. Settings > Manage Own Schedule
    • Access to manage their own schedule

Click here to learn how to create a permission group to grant employees any of the above permissions.

Click here to learn how to review and edit an employee’s permissions.

Click here to learn how to edit the permissions of a group.

Click here to learn more about the Scheduling module’s permissions.

Billing / Scheduling Enable Schedulers to Convert Other Employees’ Appointments

The following permission can be granted in the  Permissions module, under the Billing section, for employees, such as the person responsible for scheduling all of your organization’s appointments, to convert other employee appointments into timesheets:

  1. Billing > Manage Timesheets
    • Manage timesheets on behalf of other employees and clients in their network. This includes converting appointments, add/edit others’ timesheets, view billed rates, as well as override authorization over-billing restrictions

These employees also need to have permission to manage other employees’ calendars, which is enabled via the  Scheduling module. Permissions to view or manage calendars can be established via Contact Forms, so new users added to CentralReach already have these permissions enabled based on your Contact Form.

Click here to learn how to create a permission group to grant employees permission to convert other employees’ appointments.

Click here to learn how to review and edit an employee’s permissions.

Click here to learn how to edit the permissions of a group.

Scheduling Schedule Lock Date

Organizations can control when edits can be made to their schedule, and prevent billing or payroll issues, by defining the date until when employees can make edits to their appointments. This setting can only be configured by the organization’s account and users with the permission to bypass lock settings, (Appointments > Bypass Lock Settings), can modify appointments before the established lock date.

To utilize this feature, select the date, which, on or prior to this date disables employees’ abilities to convert or make changes to their appointments. The three scenarios below are examples of an organization that has Schedule Lock Date set for 10/11/19, and today is 10/7/19:

  • 10/10: The employee will be stopped and will receive an error stating that there is a lock date that is preventing them to convert.
  • 10/11: The employee will be stopped and will receive an error stating that there is a lock date that is preventing them to convert.
  • 10/12: The employee can convert if the service code restriction, “Restrict Early Timesheet Conversion,” is not checked off.

Please note, this also assumes that the service codes do not have early restriction enabled and the employee does not have the permission to bypass lock settings.

Click here to learn how to set up a Schedule Lock Date.

Scheduling Schedule Validation

When creating a new appointment or viewing an existing appointment in the  Scheduling module, check for any authorization issues, as well as any overlapping date/time scheduling issues, with the Schedule Validation feature. The Schedule Validation feature allows users to identify authorization issues via a warning icon in the appointment in their calendar, and provides additional details pertaining to the issues under each service code in the “Appointment Details” page.

The Schedule Validation toggle can be found at the bottom of the “Appointment Details” page. Organization accounts can configure one of three available settings for Schedule Validation, to either:

  • Enforce and always enable Schedule Validation by default for all users’ appointments.
  • Disable it by default and allow users to enable it, if needed.
  • Enable it by default, but allow users to disable it, if needed.

Creating an appointment with Schedule Validation disabled, means CentralReach will not look for any errors with that appointment. However, once the appointment is created, users can return to the specific event and enable Schedule Validation to identify any issues with the service codes, or with the appointment time and date. If any issues are identified when Schedule Validation is enabled, the user can still create or save changes to the appointment, by clicking on the authorization acknowledgment checkbox I accept the authorization issues outlined above, to accept the issues. Issues related to the appointment time and date overlapping with other scheduled appointments will display a warning on the bottom of the appointment details page.

Please note, if an appointment has Schedule Validation disabled, the warning icon will still be shown for all appointments with authorization issues, if you have Additional Settings set up to Show Authorization Warnings Calendar in the  Scheduling module.

If the authorization allows over-billing, users can still convert appointments with an authorization issue. If the authorization does not allow over-billing, users cannot convert an appointment with an authorization issue.

Click here to learn how to set up Schedule Validation.

Scheduling Schedule Validation Authorization Error Details

When scheduling an appointment and utilizing the Schedule Validation feature, if there are authorization issues related to the appointment length, approved time, units, date, or provider availability, you will receive the following errors. If Schedule Validation is disabled, these errors will not be displayed during the appointment scheduling process, but will be shown if issues persist when converting the appointment to a timesheet.

  1. GROUP: This appointment exceeds the 2 weekly authorized hours/units on __ occasions

This error appears when the number of hours on the appointment exceeds the number of hours and units in the authorization frequency and amounts. Click on the downward arrows next to each error message to view how many hours/units have been authorized to use per frequency, how many have been scheduled, and how many are in excess to the amount authorized. The issue can be resolved by editing the appointment recurrence or length to match the authorization, or editing the authorization to allow more units or hours. You can be redirected to edit the authorization, by clicking the Auth/Code hyperlink.

2. GLOBAL/GROUP: This series exceeds the mm/dd/yyyy authorized end dates by ___ days. Shorten the series to remove this warning

If the appointment is scheduled with an expired authorization, or your appointment recurring series end date is after the authorization end date, you will get this error message. To avoid this error and ensure your appointments and authorizations are aligned, CentralReach recommends you schedule appointment recurring series based on the authorization date range, so that the start date and end date of the appointment are equal to the start date and end date of the corresponding authorization.

3. This appointment overlaps the following appointment on your schedule

You will receive this error when trying to book an appointment at a time and date that overlaps with other appointments in the provider’s schedule. To resolve this error, ensure you are booking the appointment during an open time and date on the provider and client’s calendar. If the appointment is booked overlapping a schedule, there are additional tools available to help audit overlapping appointments.

Please note, you or employees will can book appointments with the errors detailed above, by clicking the checkboxes to accept the errors and proceed.

There are no reports showing the number of warning messages that have been populated to employees and how many employees have scheduled appointments without enough authorized hours. However, you can view authorization details by navigating to the Authorization’s section in the Billing module. There you can view how many hours and units are authorized, how many are currently scheduled (Pending) and worked, and the total percentage of the authorized amounts utilized (Utilization), to ensure your authorizations are up to date. This data can be exported to excel for auditing purposes, by clicking on the download icon on the top right corner of the Authorizations screen.

Scheduling Scheduling Module Guide to Schedule Client Appointments

Download this comprehensive guideline with recommended workflows on how to book clients’ appointments and streamline your scheduling processes, so you can effectively manage schedules, billing, claims, and payroll in CentralReach.

Permissions / Scheduling Scheduling Module Permissions

Employees with the following permissions have various levels of access to the  Scheduling module. These permissions can be enabled via the  Permissions module.

  • (Access):
    • Basic access to the  Scheduling module.
  • (Appointments > Allow Cancelling One-Off):
    • Ability to cancel a single appointment. Users with this permission can cancel appointments that are no longer occurring.
  • (Appointments > Allow Cancelling Recurring):
    • Ability to cancel an entire series of a recurring appointment.
  • (Appointments > Allow Deleting One-Off):
    • Ability to delete a single appointment. Users with this permission can cancel an appointment that was incorrectly added to their schedule.
  • (Appointments > Allow Deleting Recurring):
    • Ability to delete entire series of a recurring appointment. Users with this permission can cancel a series of recurring appointments incorrectly added to their schedule.
  • (Appointments > Allow Edit Converted):
    • Allows the user to edit previously converted appointments on the schedule. Users with this permission can edit their converted timesheet and change information, such as date and time of the appointment.
  • (Appointments > Bypass Lock Settings):
    • Ability to add/edit appointments without lock-date restrictions. Users can add new appointments or edit existing appointments after the grace period has expired.
  • (Appointments > Manage Organization Labels):
    • Add, edit, and remove organization labels.
  • (Appointments> Override Authorization Limitations):
    • Ability to override scheduling warnings that are triggered when authorization limits are reached or exceeded.
      • Please note, this permission is added to the Custom permission group, and is enabled by default. Users with this permission disabled, will receive a warning message and cannot save appointments when trying to schedule an appointment for a client that has reached authorization limits or that has a service code with Place of Service requirements.
  • (Appointments > Override Required Credentials):
    • Ability to override required credential warnings that are triggered when the primary provider’s credentials do not match the fee schedule’s requirements.
      • Please note, this permission is added to the Custom permission group, and is enabled by default. Users with this permission disabled will receive a warning message and cannot save appointments when trying to schedule appointments with providers whose credentials do not meet the requirements for the service(s) provided.
  • (Appointments > Schedule Overlapping Appointments):
    • Ability to schedule appointments that overlap, or are the same time as previously scheduled appointments.
      • Please note, this permission is added to the Custom permission group, and is on by default. Users with this permission disabled, will receive a warning message and cannot save appointments, when trying to schedule appointments for multiple clients.
  • (Appointments > Use Organization Labels):
    • Add and remove organization labels to and from appointments.
  • (Settings > Manage Client Availability):
    • Access to manage client availability. The user must be connected to the client.
  • (Settings > Manage Client Locations):
    • Ability manage client appointment locations. The user must be connected to the client.
  • (Settings > Manage Client Settings):
    • Ability to configure specific schedule settings for clients.
  • (Settings > Manage Employee Appointment locations):
    • Access to manage employee specific appointment locations.
  • (Settings > Manage Employee Appointment Types):
    • Access to manage employee specific appointment types.
  • (Settings > Manage Employee Appointment Locations):
    • Access to manage employee specific appointment locations.
  • (Settings > Manage Employee Availability):
    • Access to manage employee specific availability.
  • (Settings > Manage Employee Permissions):
    • Access to manage employee permissions within the schedule settings.
  • (Settings > Manage Own Appointment Locations):
    • Access to manage their own appointment locations.
  • (Settings > Manage Own Appointment Types):
    • Access to manage their own appointment types.
  • (Settings > Manage Own Availability):
    • Access manage their own availability.
  • (Settings > Manage Own Schedule):
    • Access to manage their own schedule.
  • (Settings > Sync Appointment Types):
    • Sync appointment types of users that are in network.

Scheduling The Difference Between a Segment and an Event

When scheduling an appointment in the  Scheduling module, you are creating a new event. An Event is the actual appointment within a possible course of events, such as recurring appointments. A Segment is the billing entry within the event. For example, a 0364T and 0365T in an appointment would have two segments (two codes that become a billing entry). If they are all part of a recurring series, they would be under the same course ID.

Scheduling Unable to Add an Authorization Code to an Appointment

When trying to schedule a client’s appointment, if the authorized service codes cannot be added to the appointment, it is due to the following reasons:

  1. The Enforce Rate is not set up on the Service Code: navigate to the  Billing module to review and edit the service code, and check the Enforce Rate to ensure all custom rates are properly set up for all employees.
  2. Authorization has expired: navigate to the client’s Dashboard and review the Authorizations widget to view all of their active authorizations. If the authorization periods have expired, the authorization service codes will be unavailable to schedule a client appointment.
  3. Locked to Provider: the authorization has been locked to a specific provider and an appointment is trying to be scheduled with another provider. To enable more than one provider to be scheduled for appointments with the client, edit the authorization and remove the locked provider.
  4. Code Requires Authorization: the code you are trying to schedule the appointment for requires an authorization and it is currently not added to the client’s list of authorization codes. As such, once the code is added to the client’s authorization files, along with other authorization codes, the code should appear in the client’s authorization codes on the appointment page.
  5. Employee is not Connected to the Code(s): when connecting employees to service codes, ensure the employee is connected to the right code ID that is in the authorization. Then, set up the employee with a custom rate for the code(s) and schedule an appointment.

Scheduling Unable to Convert Appointment

To be able to convert appointments, you must have the Billing permission to (Access) and (Timesheets > Access). If these permissions are disabled, you will see an error message stating you do not have permission to convert appointments and need to contact your organization account for further assistance. These permissions can be enabled via the Permissions module.

Scheduling Unable to Find a Contact to Schedule an Appointment

When new employees, providers, and clients are added to CentralReach, connections must be established to schedule appointments between them.

If contact connections are not yet made when attempting to schedule an appointment for the new employee or client, you will not find them in the Primary ProviderAppointment with or Additional Participants fields in the Appointment Details page. Additionally, if a user is scheduling appointments on behalf of other employees, the employee’s calendars must be connected, as well.

2017-03-30 12_56_11-scheduling - CentralReach

Click here to learn how to connect clients to providers.

Click here to learn how to connect clients to employees.

Click here to learn how to connect employees.

Scheduling What Causes an Appointment to be Cancelled

An appointment will be cancelled, if:

  • It is manually cancelled.
  • The provider on the appointment is changed.

Please note, cancelled appointments cannot be deleted.

Scheduling What Causes an Appointment to be Deleted

An appointment will be deleted, if:

  • It is manually deleted.
  • The end date of a recurring series is changed to an earlier date.
    • Please note, all appointments scheduled after the new end date will be deleted.
  • It is dragged to another date in “View My Calendar.” This happens for stand alone appointments and an appointment that is part of a recurring series.
  • The date is changed to a stand alone appointment for another date in the appointment details.