When You’ll Use This Article
Use this article when you need to:
Understand the difference between planning and scheduling
Know where to plan minutes versus assign therapists
See how scheduling impacts dashboards, documents due, and alerts
Troubleshoot why a patient or visit isn’t appearing as expected
Role Applicability
DORs: Full access to planning, scheduling, and oversight tools
Therapists: View-only
Assistants: View-only
Overview
RESTORE-Insights separates planning and scheduling to keep clinical intent and daily execution aligned.
Planning defines what should happen (minutes, frequency, duration).
Scheduling defines who is treating and when.
DORs work across both areas, and actions taken in one area directly affect dashboards, documentation alerts, and compliance tracking elsewhere in the platform.
Therapy Planning: Where Minutes Are Defined
Location:
Scheduling → Therapy Planning
Therapy Planning is where DORs define the structure of care.
This is where you manage:
Planned minutes by discipline
Frequency and duration
Anticipated discharge dates
Therapy Templates (if enabled)
Key connections:
Planned minutes determine whether a patient appears on the Scheduler.
Planning does not assign therapists to specific visits.
Changes here affect projected workload and compliance tracking.
Daily Scheduling: Where Visits Are Assigned
Location:
Scheduling → Therapist Scheduling
The Scheduler is where planned care is assigned to therapists on specific dates.
This is where you manage:
Assigning therapists to visits
Drag-and-drop schedule adjustments
Group and concurrent scheduling
Daily workload distribution
Key connections:
Scheduling a patient to a therapist on a given date will display that visit on the therapist’s My Day dashboard. (Daily Schedule)
Scheduling does not change planned minutes or frequency.
Team Communication & Visibility
Location:
Scheduling → Therapist Scheduling → Bull Horn Icon Top Right
Within the Scheduler, DORs can:
Send team announcements that appear on dashboards
Add notes that provide context for the care team
Announcements entered here appear in the Daily Updates section of the My Day dashboard.
Therapist Availability & Permissions
Location:
Labor Management -> My Availability
Therapist availability is edited within the Labor Management tab.
Important notes:
Availability impacts scheduling visibility.
Permissions determine whether therapists can edit minutes or schedules.
These settings are typically managed at the enterprise or administrative level.
Key Warnings & System Behaviors
These system behaviors commonly impact scheduling and planning workflows:
Planned Minutes Required
A patient must have planned minutes to appear on the Scheduler.
If no minutes are planned, the patient cannot be scheduled to a therapist.
Anticipated Discharge Dates
Anticipated discharge dates are set from the three dots next to the date in the Therapy Planner.
Setting an anticipated discharge date will:
Generate a Documents Due alert for therapists to complete discharge documentation on that date.
Block planning and scheduling past the discharge date.
Scheduler Visibility
If a patient is scheduled on a specific date:
The visit will appear on the assigned therapist’s My Day dashboard.
If a visit does not appear:
Confirm planned minutes exist.
Confirm the patient is scheduled to a therapist for that date.
These safeguards help ensure documentation, billing, and compliance remain aligned.
Where DORs Monitor the Impact
After planning and scheduling are complete, DORs monitor outcomes from:
My Day (DOR View): Daily oversight and quick actions
Documents Due: Documentation tied to scheduled visits
Compliance & Alerts: Supervision and closeout tracking
Department Metrics: Productivity and labor insights
Changes made in planning or scheduling flow into these areas automatically.
Important Rules
Planning defines what should happen; scheduling defines who and when.
Patients must have planned minutes to be scheduled.
Anticipated discharge dates block scheduling beyond that date.
Scheduling drives therapist dashboards and documentation expectations.
If you need any further support, please contact your Customer Success representative. We’re always here to help!