Goal of This Article
To explain how RESTORE-Insights generates printed schedules, what information appears automatically, and how timing of announcements and notes affects the printed view.
Who Can Print Schedules
Therapists
Assistants
DORs and Leadership Roles
All users with access to the My Day or Scheduling screens can print schedules.
Note: Printing is per therapist; bulk printing is not yet supported.
Where You Can Print Schedules
Schedules can be printed from two locations:
1. My Day Dashboard
Select the therapist’s name
Choose Print
2. Scheduler
Open the Therapist Scheduling page
Select any therapist box
Choose Print via the Printer Icon
Information Included on a Printed Schedule
Each printed schedule displays the following elements:
1. Therapist Information
Therapist’s name
Facility name (if the therapist floats to multiple buildings)
Date of the schedule
2. Session Counts & Timing
Printed schedules include:
Total number of patients scheduled for the day
Treatment time (minutes)
Projected Time in Facility
Based on the therapist’s productivity standards
Automatically calculated
3. Team Announcements
Team announcements created by the DOR appear at the top of printed schedules.
Announcements must be created before the schedule is printed to appear.
Rule:
If an announcement is added after printing, it will show on the digital My Day carousel but not on the already-printed schedule.
4. Overview of Printed Schedule
For each patient on the therapist’s schedule, printed schedules include:
Patient name with Payer Type
Schedule Session type with Treatment Minutes
Individual
Concurrent
Group
Documents Due
Treatment Codes & Precautions/Notes
If the patient is being seen by multiple disciplines on the same day, printed schedules show:
The secondary treatment
Who is also seeing the patient
The duration of the additional session
5. Docs Due Indicators
Printed schedules include:
Next document due (e.g., progress note, research)
Projected due date
Reason the document is due
This helps therapists plan documentation throughout the day.
6. Precautions and Contraindications
Printed schedules display precautions and contraindications assigned to the patient.
If precautions are updated in any daily note, the next printed schedule reflects the updated information automatically.
7. Patient Notes
If the DOR or therapist adds a patient-specific note, such as:
“Dialysis at 1 PM”
“Family meeting at 2 PM”
…and the note is created before printing, the note displays under that patient on the printed schedule.
Rule:
Patient notes added after printing only appear on My Day, not the printed schedule.
What Does NOT Appear on Printed Schedules
Printed schedules do not include:
Non-scheduled patients
Historical documentation
Daily note summaries
Progress note summaries
Department-wide Docs Due list
Alerts or compliance issues
Only the therapist’s active daily schedule and relevant announcements/notes appear.
Updating Printed Schedules
Printed schedules do not update automatically. If:
A note is added
A team announcement is posted
Minutes are adjusted
A session is reassigned
A new schedule must be printed to reflect updates.
Common Use Cases
DORs or assistants often print schedules when:
Arriving early to prepare team schedules
Distributing schedules to therapists at morning huddles
Providing schedules for therapists without easy computer access
Building coordinated treatment timing across disciplines
FIN-Ready Questions & Answers
Q: What information appears on a printed schedule?
A: Therapist name, facility name, date, total patients, treatment minutes, projected time in facility, team announcements, patient list, session type, secondary disciplines, docs due, precautions, and patient notes.
Q: Do team announcements appear on printed schedules?
A: Yes, if added before printing.
Q: Do patient notes appear on printed schedules?
A: Yes, if added before printing.
Q: What happens if I change minutes or add a note after printing?
A: You must reprint the schedule to see the update.
Q: Can therapists print other therapists’ schedules?
A: Yes. Anyone with access to My Day or Scheduling can print schedules.
Q: Does the printed schedule show supervisory visit alerts or compliance issues?
A: No, only schedule-related information appears.