Viewing Client Schedules
Case ManagersCase Manager Portal
Access your clients' service schedules to see upcoming appointments, completed visits, and service history.
Accessing Schedules
From Your Dashboard
- Log in to the portal
- Click on a client's name
- Select Schedule tab
Calendar View
See appointments displayed on a calendar:
- Color-coded by status
- Click any appointment for details
- Navigate by week or month
Understanding the Schedule
Appointment Information
Each appointment shows:
- Date and time
- Service type
- Duration
- Status (Scheduled, Completed, Cancelled)
- Staff assigned (if visible)
Status Colors
| Color | Status |
|---|---|
| Blue | Scheduled (upcoming) |
| Green | Completed |
| Gray | Cancelled |
| Yellow | In progress |
Schedule Views
Week View
- See one week at a time
- All appointments for the week
- Navigate between weeks
Month View
- Monthly overview
- Good for seeing patterns
- Click days for details
List View
- All appointments in a list
- Sorted by date
- Easy to scan
Filtering Schedules
By Date Range
- Select start date
- Select end date
- View filtered results
By Service Type
Filter to see only certain services:
- Personal care
- Community support
- Transportation
- Other service types
By Status
View appointments by status:
- All appointments
- Completed only
- Upcoming only
- Cancelled
Viewing Appointment Details
Click for More Information
Click any appointment to see:
- Full service details
- Staff assigned
- Location
- Service notes (if authorized)
- Duration and timing
Service Notes Access
For completed appointments:
- Notes may be visible
- Depends on provider settings
- Click "View Notes" if available
Schedule Summary
Hours Summary
View totals for the period:
- Total scheduled hours
- Hours completed
- Hours remaining
- Utilization rate
Service Breakdown
See services by type:
- Hours per service type
- Frequency of services
- Pattern analysis
Exporting Schedule Data
Download Options
Export schedules as:
- PDF report
- Calendar file
- Print-friendly view
How to Export
- Select date range
- Click Export or Download
- Choose format
- Save or print
Schedule Changes
Notifications
You may receive notifications when:
- Appointments are scheduled
- Appointments are changed
- Appointments are cancelled
Configure notifications in Settings.
Viewing History
See past schedule changes:
- When appointments were modified
- Original vs. new times
- Reasons if provided
Common Questions
Why Can't I See Staff Names?
Staff visibility depends on provider settings. Contact the provider if you need this information.
Why Are Some Appointments Missing?
Only appointments within your authorized date range appear. Very old appointments may not be visible.
Can I Request Schedule Changes?
Contact the provider directly to request schedule changes. This portal is view-only.
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