How to create a Schedule request on behalf of Facility?
Client Profile > Schedule, Scheduling > Schedule Calendar
Agency users can create a Schedule request and direct Schedule from Client’s schedule calendar and global Schedule Calendar. Creating a Schedule request will be sending the invites to selected Caregivers whereas, a direct Schedule will not. Each option can be used for respective needs.
Information required to create a schedule request is very similar to the create regular schedule form, except a couple of things. Recurrence pattern can be defined before creating the schedule, Number of Caregivers required info needs to be added and a minimum of that many Caregivers should be selected to send the request. Expenses and Breaks can also be added while creating a schedule.
Caregivers will show their interest on the Schedule requests sent out and then the Agency users or the Facility users can take necessary action.