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........................................... 7  \nAccessing Another User’s Schedule ................................. 7  \nAccessing Another User’s Schedule through the Dropdown on the Left Side of the Schedule 7  \nAccessing Another User’s Schedule through the Schedule Menu 9  \nAccessing a Client’s Schedule ...................................... 9  \nComponents of the Schedule Page ................................ 10  \nHiding Client Names ............................................. 11  \nViewing a Week at a Glance ...................................... 11  \nUsing the Calendar Pane ......................................... 12  \nSetting Up Staff Shifts ........................................... 13  \nAdding Staff Shift Overrides ...................................... 13  \nSetting Up iCalendar Feeds ....................................... 14  \nProprietary Information: For Use by Qualifacts and Our Customers Only Page 2  \nSCHEDULING ACTIVITIES  \nScheduling Clients ............................................... 16  \nFind Staff ...................................................... 17  \nScheduling Groups .............................................. 18  \nScheduling Staff Activities ........................................ 18  \nScheduling Recurring Activities ................................... 19  \nUsing a Template to Schedule Activities ............................ 21  \nCopy a Scheduling Template 21  \nApply Templates to the Schedule 22  \nCanceling Appointments Scheduled with Templates 23  \nEntering Batch Activities ......................................... 24  \nScheduling Conflicts ............................................. 24  \nHow to Confirm Scheduling Conflicts .............................. 27  \nMaintaining Mileage Records ..................................... 28  \nAdding Mileage Records 28  \nAccessing Other Staff Member’s Mileage Record 28  \nAdding Mileage Records for Other Staff Members 29  \nDeleting Mileage Records 29  \nProprietary Information: For Use by Qualifacts and Our Customers Only Page 3  \nWORKING WITH SCHEDULED ACTIVITIES  \nEditing Scheduled Activities ...................................... 31  \nViewing Client Information ....................................... 32  \nMarking the Status for Client Activities ............................ 33  \nMarking the Status for Group Activities ............................ 35  \nUsing the Impacted Appointment List .............................. 36  \nRescheduling Appointments in the Impacted Appointment List 37  \nRemoving Appointments from the Impacted Appointment List 38  \nSchedule an Activity Through a Service Document .................. 39  \nAttaching Service Documents to Activities ......................... 40  \nScheduling a Client’s Next Appointment ........................... 41  \nModifying the Number of Appointments Associated with Recurring Activities 42  \nProprietary Information: For Use by Qualifacts and Our Customers Only Page 4  \nSchedule Guide  \nThe CareLogic Schedule is a flexible tool that is used to add and maintain activities (services) and to view the activities on the schedules of other staff members and clients. The Schedule allows client, group, and staff activities to be scheduled. Status is changed by staff. If the activity is marked as Kept, it is processed by the nightly run of the Claim Engine. If the activity is marked with Error, Canceled by Client, Canceled by Therapist, or Did Not Show, the activity will not be processed by the Claim Engine because the activity is not billable.  \nThe following topics are included in this section:  \n• Schedule Features  \n• Schedule Process Flow  \n• Accessing the Schedule  \n• Accessing Another User’s Schedule  \n• Accessing a Client’s Schedule  \n• Components of the Schedule Page  \n• Hiding Client Names  \n• Viewing a Week at a ","cbCaieRkY7Map91n","https://ap.wps.com/l/cbCaieRkY7Map91n","pdf",1139169,44,"English","# Schedule Features\n# Schedule Process Flow\n# Accessing the Schedule\n## Accessing Another User’s Schedule\n## Accessing Another User’s Schedule through the Dropdown on the Left Side of the Schedule\n## Accessing Another User’s Schedule through the Schedule Menu\n## Accessing a Client’s Schedule\n# Components of the Schedule Page\n## Hiding Client Names\n## Viewing a Week at a Glance\n## Using the Calendar Pane\n# Setting Up Staff Shifts\n## Adding Staff Shift Overrides\n## Setting Up iCalendar Feeds\n# Scheduling Activities\n## Scheduling Clients\n## Find Staff\n## Scheduling Groups\n## Scheduling Staff Activities\n## Scheduling Recurring Activities\n## Using a Template to Schedule Activities\n# Working with Scheduled Activities\n## Editing Scheduled Activities\n## Marking the Status for Client Activities","[{\"question\":\"What does the CareLogic Schedule do?\",\"answer\":\"It is used to add and maintain activities (services) and to view activities on the schedules of other staff members and clients. Client, group, and staff activities can be scheduled, and staff change the activity status.\"},{\"question\":\"How is an appointment processed after the session?\",\"answer\":\"After the session, the appointment should be marked with a status such as Checked In, In Session, Kept, Error, Canceled by Client, Canceled by Therapist, or Did Not Show. Kept activities are processed during the nightly run of the Claim Engine, while non-billable statuses are not processed.\"},{\"question\":\"How can users access another user’s schedule?\",\"answer\":\"The guide describes multiple ways, including using the dropdown on the left side of the Schedule and accessing it through the Schedule menu.\"}]","Schedule Guide | PDF",1790383906]