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. |
Associated pages
- Schedule window
- Schedule - calendar views
- View daily schedules for resources
- View daily schedules for patients
- View weekly schedules for resources
- View weekly schedules for patients
- View monthly schedules for resources
- View monthly schedules for patients
- Schedule - viewing modes
- View staff schedules
- View patient schedules
- Schedule - patient notes
- View patient scheduling notes
- Enter patient scheduling notes
- Schedule - menu options
