Assign to TEMP

If a Caregiver is not available to assign or unknown when scheduling a visit, select the Assign to TEMP option to place a temporary placeholder to save the visit.

  1. On the Schedule tab, click the ? link and select the Assign to Temp option.

    Assign to Temp Option – Visit Schedule

  2. The Caregiver Code field is populated by the Temp Code with the Temp Temp name.

    Temp Caregiver

    One can also manually enter 1000 or Temp in the Caregiver Code field to assign a temporary placeholder to the visit.

  3. Once saved, the visit displays with a Temp Caregiver on the Calendar page.

    Temp Caregiver Assigned to Visit

  4. Once an actual Caregiver is found, revise the Visit and replace the TEMP Caregiver with the assigned Caregiver.

To see a list of all visits with assigned TEMP Caregivers, go to Visit > Visit Search and select Search Open Schedules field.

Visits with Temp Caregivers

If the Caregiver Code field is not updated by the time of the visit, EVVs placed by the Caregiver do not sync to the visit. As a result, the visit is held on the Prebilling Exception page until the calls are linked to the visit and a user manually enters a real Caregiver in the Caregiver Code field.