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Schedule window - right-click options

Path: Netsmart Homecare > Schedule

Right-clicking in the Schedule window gives you quick access to some commonly used Schedule options:

Option Description

Highlight this Patient

Right-click an event on the Schedule and select Highlight This Patient to view all events scheduled for the selected patient. The application highlights the selected patient's events and all other visible events become shaded. This option is available in Staff mode only.

Note: In case of non-patient related activity services, the Highlight this Patient option is disabled.

Highlight this Discipline

Right-click an event on the Schedule and select Highlight This Discipline to view all events scheduled for the selected discipline. The application highlights the selected discipline's events and all other events become shaded. This option is available in both Patient and Staff modes.

Highlight Unassigned Events

Right-click the calendar on the Schedule and select Highlight Unassigned Events to view all unassigned events scheduled for the selected patient. The application highlights the selected unassigned events and all other events become shaded. This option is available in Patient mode only.

Highlight this Resource

Right-click an event on the Schedule and select Highlight This Resource to view all events scheduled for the selected resource. The application highlights the selected resource's events and all other events become shaded. This option is available in Patient mode.

Copy Event

Right-click an event on the Schedule and select Copy Event to copy an identical event to the next day on the Schedule.

Note: This option in not available for the visits created through the Master Scheduling.

Delete Event

Right-click an event on the Schedule and select Delete Event to remove it from the Schedule.

UnVerify Event

Right-click a verified event on the Schedule and select UnVerify Event to remove the event from billable status.

Event History

Right-click an event on the Schedule and select Event History to open the Audit Trail Information window, which shows when and by whom the current event was created and last modified, as well as visit signature and cost override information.

Copy Week

Right-click an event on the Schedule in the Weekly view and select Copy Week to copy identical events to the next week on the Schedule.

Note: The visits created through the Master Scheduling will not be copied.

In Field Mode, the number of visits to copy during one operation can be limited in Administration > Configuration > Business Units > Settings > Field Mode.

Delete Week

Right-click an event on the Schedule in the Weekly view and select Delete Week to remove the selected week's events from the Schedule.

Note: In Field Mode, the number of visits to delete during one operation can be limited in Administration > Configuration > Business Units > Settings > Field Mode.

Patient

Right-click an event on the Schedule and select Patient to jump to the scheduled patient's record in the Patient component.

Resource

Right-click an event on the Schedule and select Resource to jump to the scheduled staff member's record in the Resource component.

 

 

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