Chapter 25: Schedule Center
Chapter Overview
What You'll Learn:
- How to use the agency Schedule Center
- How to create visits (including UNIT_BASED service + hours)
- Billing-only visibility
Path: Sidebar → Scheduling → Schedule Center → /dashboard/schedule
Billing-only: hidden.
Text-only.
Important distinction — Schedule Center vs My Schedules:
- Schedule Center (this chapter) is used by admins and schedulers to create visits and assign them to clinicians. This is where you click "Create Manual Visit."
- My Schedules (Chapter 23) is used by clinicians to start and document visits that have already been assigned to them. Clinicians cannot create new visits from My Schedules.
- If someone asks "how do I schedule a visit" (routine clinical visit), the answer is Schedule Center → Create Manual Visit.
- If someone asks "how do I create OASIS SOC / ROC / Recert / Discharge", that is not Schedule Center — see Chapters 14–15 / 20.
25.1 What You See
- Title: Schedule Center
- Toolbar toggles such as Active Visits / Cancelled Visits
- Calendar / board of agency visits
Use this for assigning clinicians and managing the agency-wide schedule. Clinicians complete work from My Schedules (Chapter 24).
25.2 Create a Visit
Open Create Manual Visit.
Fields (typical)
| Field | Notes |
|---|---|
| Patient * | Required — Create Manual Visit lists patients with an Active Care Order. Patients still in Pending Assessment (before SOC QA Approve) do not appear here for new routine visits. |
| Service * | Shown for UNIT_BASED payers — Medicaid/MCO unit-based billing service |
| Visit Type * | Shown for non–unit-based |
| Assigned Clinician | Slot / clinician |
| Date * · Time * | Required |
| Visit duration * | HHA / hour-based — planned hours against PA budget |
| Notes | Optional |
Duration options include values like 1 hr, 2 hr, 1 hr 15 min, etc.
Helper text may say planned hours count against an hour-based PA budget.
Buttons: Cancel · Create Visit
Calendar slot dialogs use New Visit / Edit Visit with the same field patterns (Save Changes, Cancel Visit when editing).
Service vs Visit Type — which one appears? The form shows one of these two fields, not both at the same time — it depends on the payer configuration:
- Service field → patient is under a UNIT_BASED payer (e.g. Medicaid / MCO) that bills by unit/hour
- Visit Type field → patient is under a per-visit payer (e.g. Medicare, private insurance) If you don't see Visit Type but see Service (or vice versa), that is expected — check the patient's payer assignment.
OASIS assessments are NOT created from Schedule Center. Create Manual Visit is for routine / discipline visits only (RN, PT, HHA, etc.). OASIS and Non-OASIS assessment types (SOC, ROC, Recertification, Discharge, Transfer, Death) are excluded from the Visit Type dropdown here — they are initiated only from:
- Patient Admission / Admit Patient (SOC) — Chapter 14
- Care Order Actions (ROC, Recert, Discharge, Transfer, Death) — Chapter 15
Example: Create OASIS ROC exists only on Care Orders when the episode is ON_HOLD (after transfer) with an open certification period. There is no "Create OASIS ROC Visit" button on Schedule Center.
25.3 UNIT_BASED vs Visit Type
| Payer mode | You pick |
|---|---|
| Unit-based (Medicaid/MCO) | Service (service code) + hours/duration as required |
| Per-visit / other | Visit Type |
Service codes come from Payer Setup (Chapter 12 / Chapter 6).
25.4 Quick Checklist
- Correct patient + clinician
- Service vs Visit Type matches payer mode
- HHA duration set when hour-based PA applies
- Clinician can see the visit under My Schedules