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What do you use to keep client schedules organized?

Home Health   (838 Views 3 Comments)

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I’m looking for a new schedule management method.

I’ve gone from memory to writing them down to currently using a pre-printed generic form which I hate. 🙄I was looking at an excel sheet to help organize my day that would allow me to see what times I’m where and what times I’m more readily available to just grab an open and squeeze in a missed visit, etc.  

As my client base builds I am finding it challenging to manage client schedules with discharges, opens, etc on a weekly basis without something a little more concrete but realizing it will have to remain fluid. I was wondering what method(s) you use to keep track of your weekly schedules? 

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NRSKarenRN has 40 years experience as a BSN, RN and specializes in Vents, Telemetry, Home Care, Home infusion.

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I used weekly excel spreadsheet to manage my caseload. Plotted visits for week using 7 day sections  Could pencil in doctor visits to avoid visit that day,  had column for Visit #/ visits authorized; another for recert date; foley/trach change date, labs etc., need to offload client to prn staff to accept admit.

Even with computerized scheduling, current program only allows you to see patients assigned for that day, not entire caseload if another staff seeing client, so still used Excel form.

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1 Follower; 83 Posts; 672 Profile Views

7 hours ago, NRSKarenRN said:

I used weekly excel spreadsheet to manage my caseload. Plotted visits for week using 7 day sections  Could pencil in doctor visits to avoid visit that day,  had column for Visit #/ visits authorized; another for recert date; foley/trach change date, labs etc., need to offload client to prn staff to accept admit.

Even with computerized scheduling, current program only allows you to see patients assigned for that day, not entire caseload if another staff seeing client, so still used Excel form.

Thanks for responding! That’s very helpful. I had not thought of putting some of that info in my weekly. I am now using a spreadsheet I’ve devised but now will change it a little with your feedback. We will be going to computers soon and I want to be prepared. 

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