Master Schedule - Enhanced Scheduling and Availability Management

Master Schedule - Enhanced Scheduling and Availability Management

Portia’s Scheduling System & Capacity Planning.
Here you can set scheduling limits for your clinic, staff, and learners.
These include soft Scheduling Limits: Clinic Hours (per day) and Staff Hours (per day & per week) and Learner Availability (per day)

All new clinics are be set to unlimited availability - for Clinic Hours, Staff Hours, and Learner Hours (24 hours per day, 7 days per week). This will give you time to make the required changes.



The Master Schedule allows you to:
  1. Set Scheduling limits for your clinic, staff and learners.
    1. Soft Scheduling Limits:
      1. Clinic Hours (per day)
      2. Staff Hours (per day & per week)
      1. Learner Availability (per day)
Soft scheduling limits can be overridden, it is meant to be a warning.
InfoBy Default, Clinics will be set to unlimited availability - for Clinic Hours, Staff Hours and Learner Hours (24 hours per day, 7 days per week).

1. To begin setting up your Clinic Hours


2. Setting Reasons for Staff Unavailability

 

3. Setting Learner Availability



4. Setting Team Availability



5. Master Schedule