EVV — Change Date and/or Employee on a Single Schedule
Update an existing scheduled visit to change the date/time or the assigned employee. Updates flow to EVV Visits, Schedule, and the CareChamp/Telephony systems.
📽️
Watch: Change a Scheduled Visit when an Aide Calls OutImportant: Each schedule is created from the aide care plan and inherits its tasks. Creating a new schedule here may not link to the aide plan and can cause CareChamp issues. Edit the existing schedule instead.
Steps
- Go to Aide Activity > Aide Schedule (or Employee Activity > Schedule).
- Pull up the employee or patient from the top search bar.
- Right-click the schedule and choose Edit.
- Update the Employee, Time In, Time Out, and (if needed) the Day of Week at the bottom.
- Click Save & Close. The visit updates immediately.
🖱️ Click & Drag: In the Schedule Calendar, drag a visit to a new date/time slot to reschedule quickly.