Chapter 24: My Schedules
Chapter Overview
What You'll Learn:
- How clinicians use My Schedules (My Day)
- Action Items for returned notes
- Pre-SOC admission packet / HHCCN / ABN / NOMNC gates
- Starting a visit (check-in)
Path: Sidebar → Scheduling → My Schedules → /dashboard/my-day
Billing-only: hidden.
Text-only.
Important distinction: My Schedules is a clinician-facing view. Clinicians use it to start, continue, and document visits that have already been assigned to them. It does NOT have a "Create Visit" button and cannot create OASIS assessments. If you need to create or assign a routine visit, go to Schedule Center (Chapter 24). For SOC / ROC / Recert / Discharge / Transfer / Death, use Patient Intake or Care Order Actions (Chapters 14–15 / 20).
24.1 What You See
- Header shows the selected date
- Sections: Action Items (with See All) and Schedule
- Empty schedule: No appointments scheduled for this day
Mobile bottom nav may show My Day · Schedule · Messages · Patients.
24.2 Action Items
Path: /dashboard/my-day/action-items · Title: Action Items
Cards such as Returned Note with Patient: / Scheduled: lines.
Empty: No action items at this time.
Open returned notes, fix documentation, and resubmit to QA.
24.3 Open a Visit
On a schedule card:
| Button | Meaning |
|---|---|
| Start Visit | First open / clock in |
| Continue Visit | Resume in-progress |
| View Visit | Read-only / completed view |
Opens /dashboard/my-day/visit/{id} with title like {VisitType} Note.
Status chips include Scheduled, In Progress, Completed, Returned, Pending (list).
Detail shows MRN:, Episode Period:, Scheduled:, Check-in:.
Menu actions may include Reschedule Visit, Report Missed Visit, Call Patient, View Patient Chart.
24.4 Pre-SOC Gates (before Start Visit)
For Start of Care visits, the UI may require:
Required — Pre-SOC Admission Packet
- Label: Pre-SOC Admission Packet (required)
- CTAs: Complete packet · Upload paper packet · View packet · View PDF · Replace PDF
- Block message: Admission packet required / Start Visit unavailable if incomplete
Optional notices
Row labeled Optional: with HHCCN, ABN, NOMNC
| Short | Full name |
|---|---|
| HHCCN | Home Health Change of Care Notice |
| ABN | Advance Beneficiary Notice |
| NOMNC | Notice of Medicare Non-Coverage |
CTAs: Fill In · Upload · status Pending / ✓ Done / ✓ Paper
Wizard titles match those full names (NOMNC may show CMS-10123).
24.5 Check-In / Start Visit
Copy: Ready to start this visit? Click below to clock in.
- Start Visit → modal Confirm Start Visit
- Confirm Check-in Date & Time → Start Visit
- Later: Edit Check-in → Save Check-in if correction is allowed
If not ready: Visit Not Ready / Start Visit unavailable.
24.6 Quick Checklist
- Day schedule reviewed
- Action Items cleared
- Pre-SOC packet done before SOC start
- Check-in completed to document