How do I create a master week?

You can use the Master Week function to create a permanent schedule for a Patient who receives the same service on a regular basis. The system uses the Master Week's information to update the Patient’s Calendar every night for 14 days (number of days is configurable) into the future in a process known as a rollover. Any changes to the Master Week are reflected in future visits when it rolls over again.

Follow the steps below to create a master week.

1. From the Patient Profile, click Master Week at left.

2. On the Master Week page, click the Add Master Week button. The Add/Edit Master Week screen opens.

   

3. Set the master week date range in the From/To Date fields.

   • The From Date field is required.

   • The To Date field is optional and may be left blank for an indefinite stop date. If a user fills in the To Date field, the system won’t generate visits from this master week past that date.

4. Enter the visit details for each master weekday or click Hours at left for a streamlined version of this window.

   

5. In the Select Days window, set visit details and apply them to different days by selecting the corresponding checkbox. Click OK to continue.

   

6. In the Add/Edit Master Week window, the system displays the selected days and visit details. Click Save to complete the master week.

   

7. At the bottom of the page, click the Save & Update Calendar button to roll over visits onto the patient calendar.