How do I work with runs on Civica Scheduling? – Civica Scheduling

Civica Scheduling does not officially handle runs, however, we offer tools in order to help with this process.

Groups

You will first need to Create Groups named after the relevant areas for these runs (e.g. Manchester OR Postcodes). Once you have created these groups, you will then need to assign them to the relevant Patients. You do this by going to their profile and clicking on 'Edit', you will see a list of groups where you'll be able to select the ones you need.

Visits

The next step will be to start creating your visits / repeating events for your Patients, you will want to tier these, so Morning, Lunch, Tea, Evening repeating events are created separately, this is so you can also edit them separately too.

Allocation

Using the Compact view, you'll see filtering options in the top left, one of the options will Group, selecting this drop-down, you will be able to select one of the groups(runs) you created earlier, once you have selected the group you would like to allocate, click 'Load'.

This will load that run for the period you selected, from here you will be able to allocate the relevant staff members to the relevant visits by using the orange 'Allocate' button.

Alternatively, if you already know who should be assigned to this run, you can use the 'Bulk Allocate' option on the compact view which you can do by clicking on the drop-down box next to the 'Bulk Cancel' button, select 'Allocate' and then type in the staff member you would like to assign to the run and finally click the 'Allocate' button to assign that staff member to the whole run.

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