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The Scheduler feature of CAREWare 6 tracks client appointments, including the date/time, purpose, subservice, status, provider, and other information. Provider staff can easily view/print appointments and schedule appointments for other staff.
Scheduler Setup
Appointments cannot be added to client records in CAREWare until the Scheduler is configured.
1. Click Appointments from the Main Menu on the left side.
2. Click Scheduler Setup.
3. Click Scheduler Setup.
4. Click Edit.
5. Set the default days between appointments, grace period, and time format. Click Save.
6. Click Back.
7. Click Employee Setup. Please note that employees may or may not be CAREWare users. Learn more about the Employee Setup feature.
8. Click Add.
View: View details of the employee record.
Add: Add a new employee record.
Edit: Edit an existing employee record.
Delete: Delete an existing employee record.
Back: Return to the Scheduler Setup menu.
Print or Export: Print or export a list of employee records.
Hide/Show Columns: Select the columns to hide/show in the employee list.
9. Complete the fields for first name, last name, email (optional), CAREWare user name (optional), phone 1, and phone 2. Please note that adding an individual as an employee does not add a CAREWare user account.
10. Check the box for Active. Check the box for Can Schedule if the employee can schedule appointments for other staff. Check the box for Can Be Sent To if appointments can be scheduled for the employee.
11. Click Save.
12. Click Back.
13. Click Appointment Limits.
14. Click Add.
View: View an appointment restriction.
Add: Add an appointment restriction.
Edit: Edit an appointment restriction.
Delete: Delete an appointment restriction.
Default Settings: Set defaults for appointment restrictions (i.e., limit and message).
Back: Return to the Scheduler Setup Menu.
Print or Export: Print or export a list of the appointment restrictions.
Hide/Show Columns: Select the columns to hide/show in the list of appointment restrictions.
15. Complete the fields for the date, daily limit, and prevent rule (i.e., show warning, prevent data entry).
16. Click Add.
Scheduling Appointments in CAREWare 6
1. Click Appointments from the left-hand menu.
2. Click Add.
3. Select the date from the calendar. Use the sliders to select the time of the appointment.
4. Click Done.
5. Select the subservice from the dropdown list.
6. Select the employee who is scheduling the appointment from the dropdown list.
7. Add details about the appointment in the Comments box.
8. Select the employee with whom the appointment is being scheduled from the dropdown box.
9. Click Save.
