In Billiyo we have many filters for schedules you will learn about those here. We have also included schedule reports.
Jump To:
Accessing the Scheduling Page
Page Overview
The "Client" Tab
The "Employee" Tab
Schedules Report
Schedule Report: Filters
Schedule Report: Deleting and Marking Schedules as Not Billable
Accessing the Scheduling Page
To access this page, head to Scheduling > Scheduling.
Page Overview
While reviewing your schedules, it's important to take note of the color key that appears at the top of this page as it denotes the status of each shift. Clicking on a status will filter the schedules that show. We can click on multiple statuses at a time.
If a status has been selected, click on it again to uncheck it and stop filtering for that status.
In the scheduling page, we can chose to view visits based on client or employee — clicking into either the Client or Employee tab — depending on our preference.
The "Client" Tab
When first entering the scheduling page, we are automatically taken to the Client tab.
This tab allows us to filter for schedules by client. Here we can select one or more client to view by using the Select Clients search filter at the top of the page.
If you have filtered for only one client, then you will be able to see their complete schedule for that month. However, if you have filtered more multiple clients, then each person will receive their own schedule line that you can easily look between and compare.
Filtered for One Client Filtered for Multiple Clients
After finding for our patient we can further refine our search by filtering for their service authorizations and/or the employees who see them.
For example, when we select a service authorization the schedule will filter down so we can only see schedules that were made with our chosen agreement.
Additionally, after choosing a service authorization we will see red text that shows how many hours have been scheduled with the chosen agreement and how many hours are left for us to make schedules with.
You cannot make a schedule if it exceeds the Remaining Hours value.
The "Employee" Tab
If we'd like to view schedules based on employee, instead of client, we can use the "Employee" tab.
This tab allows us to filter schedules by employee. In this tab we can select one or more employees to view using the Select Employees search filter at the top of the page.
If we have filtered for only one employee, then we will see their complete schedule for that month.
However, if we have filtered more multiple employees, then each employee will be broken down by the clients they are connected to and each client will receive their own line that displays their schedules.
Schedule Notes
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This field is optional. You can see the schedule notes you entered after the schedule has been worked by checking the Schedules Approval page.
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The "Services" field will auto-populate based on the care plan. If a care plan has not been created between your chosen client and employee, this field will display "No Care plan Found!". A care plan will need to be added to move forward in creating a schedule.
After filling out the schedule details, click on "Add" in the top right corner of the pop-out to add the schedule.
View Schedule Details
This option will create a pop up that displays more information on a scheduled visit.
We can see more information on worked schedules by clicking on them. 
If we need to move a schedule to a different day we can do so by dragging and dropping it on the calendar.
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Schedules Report
Schedule Report: View the Schedule Report
To see a report on our schedule we can click into the schedule tab to the top right of the page, next to the client and employee tab.
In this report we can see how many the hour our clients and employees are scheduled for, as well as what procedure codes and services are being worked. Here we can also check on the status of our claims and see if there any missing details. 
Finally, above the table, we can how many hours we have scheduled, broken down by the status of the schedule. So, we can see the total hours we billed, amongst all our our clients, and compare it to the hours we have scheduled or worked.
These numbers are pulled from the schedules that you have filtered for, so if you filter for a single client, you will be seeing the hours that they have scheduled.
Schedule Report: Filtering
If we are looking for an individual schedule we can find it by using the search filters at the top of the screen.
This report shows the same information as the client and employee tab, but it displays that information in a more concise way.
Schedule Report: Deleting and Marking Schedules as Not Billable
In the schedule report tab we can delete and marks schedules as not billable. To this we should first find the schedules that we want to work with. Enter information into every field at the top of the page and then hit the blue refresh arrows.
After locating our schedules we can check of the box next to the visits we want to delete or render not-billable.
Once we've marked the visits we want to change we can click on blue "Action" button to the top right of the page.
Finally we can delete, or mark as non-bulliable, every schedule we selected by clicking on the appropriate option.
To download this report as a PDF or CSV we can click on the icons to the top right of the page.
