Standing Schedule

CILe - Client Information Ledger

How does CILe help me simplify my scheduling?

Many of your clients will want to have a standing schedule, a slot that is theirs every week, twice-monthly, or whatever. CILe gives you a schedule "template" where you can document that standing schedule, and then with the click of a button, you can build your daily schedule from that template.

To access the Standing Schedule screen, select Standing Schedule off of the Therapy menu.

Click on any field to jump to the explanation of that field. Click the arrow to return to the screen image.

The following are descriptions of each element on the screen:

1) Standing Schedule screen	Allows a convenient way to manage your schedule, whereby clients who have a predictable schedule can be documented once, and your schedule page can 'grab' it when you're ready.
2) Print	Creates a printable version of the standing schedule that you can then send to your printer with the Printer icon.
3) Refresh	Click this button if you have added a client through the "Add New Client" feature and want them to show up in the client drop-down box for scheduling. Also click this button if you have added a line to the bottom of the listing and you want it resorted to be in the proper place in the list.
4) Calendar	This calendar is provided for your convenience, but doesn't do anything functional. I use it because I have many clients I only see bi-monthly, and I like to visually see how their "1st and 3rd" or "2nd and 4th" schedules fall out in the current month.
5) Day	The day of the week the client will be seen. This will be used by the "Build from Standing" button by using the date on the actual schedule to determine which day's schedule to build from the standing schedule.
6) Time	The time of their schedule. It will be inserted into the daily schedule when you click the "Build from Standing" button on the schedule screen.
7) Type	Let's you specify if this schedule is weekly, bi-monthly, etc. This isn't used anywhere in CILe except here, but is provide as a reminder to you what your intentions are for this client. For instance, if you have a client on the standing schedule who says "bi-monthly," but you don't have a corresponding second row for a second client to be schedule bi-monthly on the opposite weeks, then unless you want to take every other week off, you may be missing a row.
8) Client	The name of the client being scheduled. To insert a client's name in the box, just put your cursor in the field and start typing their first name as you have it listed as the "Display Name" field on their Fiscal Face sheet. As you begin to type, a name will appear in the box. Continue typing until the name you want comes up in the box. This will rarely take more than a couple of letters, because the box is looking for the first client in your client list who starts with the letters you've entered.
9) Alt Sched (Alternate Schedule)	This is a free-form text box where you can put whatever you want. If you have a school meeting scheduled, or even a dentist appointment, put the "zGeneral" in the client box and type in whatever you have scheduled here. I use it to document if my client is a "1st and 3rd" bimonthly client, or a "2nd and 4th." This will then be transferred to the schedule itself so I can keep track on any given week who is coming today.
10) Intake	If you want to set a slot apart for doing intakes every week, check this box. It doesn't do anything except document your intentions here, but it may prevent you from accidentally giving someone a slot you wanted to save.
11) Notes	Allows you to include general notes. Again, this will be populated on the actual schedule you create with this template. I use this to document when I have an open slot so I can scan down quickly when I have someone on the phone and see what's available.

E-mail

Note: There are occasions when an e-mail may get lost in cyberspace. I answer all e-mails, so please, if you don't hear from me within 24 hours, e-mail me again. Persistence will get you through.