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.

By 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

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