EVV - Change date and / or employee on a single schedule



Use the following steps to update an existing scheduled entry to change the date/time or the employee who is scheduled to visit the patient.  
These steps will update the EVV Visits screen, Schedule and Care Champ/Telephony. 

Each schedule is built from the aide care plan and will link the tasks that are assigned from the care plan.
Creating a new schedule from this screen will not link the aide plan and will cause issues with CareChamp.

1. Go to Aide Activity > Aide Schedule (or Employee Activity > Schedule). 
2. Pull up the employee or patient. 
3. Right-Click on the schedule and click on Edit.
4. Update the employee and / or the time in date, time out date and change the day of the week at the bottom. 
5. Save & Close. The visit will immediately update. 


Click and Drag
You can use the Schedule Calendar to click and drag the schedule to a different date and/or time slot. 


Posted Tuesday, September 21, 2021 by farrah@barnestorm.com
http://kb.barnestorm.biz/KnowledgebaseArticle51574.aspx