Scheduling and workforce

Fill the schedule without losing the reason behind every decision.

Bring availability, qualifications, continuity, preferences, travel, overtime, confirmations, and open-visit outreach into one scheduling workflow.

Operations / ScheduleRiverside branch DP
TODAY · OPERATIONS VIEWSchedule
DayWeekMonth
MON 17TUE 18WED 19THU 20FRI 21
OPEN VISITS2 need attentionCoverage
ML

Maria Lopez32 / 40 hours

Eleanor
9–11
Eleanor
9–11
Harold
1–3
JC

Jamie Chen28 / 40 hours

Sofia
10–12
Sofia
10–12
DR

Daniel Reyes39 / 40 hours

James
8–10
Robert
2–4
Best available match94%
ML

Maria Lopez12 min away · available

ContinuitySkillsTravel

Required qualifications, availability, continuity, and travel align.

Illustrative product view

What changes

See the real state of the day

A green calendar is not enough. Schedulers need to know which visit is confirmed, which caregiver has not responded, which constraint changed, and which exception needs a person now.

Connected capabilities

Each part of the workflow keeps its context, boundaries, and accountable owner.

01

Build schedules around agency policy

Agencies decide which factors are required, preferred, or informational. A recommendation should never hide the policy behind it.

  • Recurring and one-time visits
  • Caregiver availability and time off
  • Required qualifications and credentials
  • Client and caregiver preferences
  • Travel, location, overlap, and overtime constraints
02

Turn open visits into a controlled workflow

See why the visit is open and when coverage becomes urgent.

  • Review eligible caregivers and the reason each match fits or conflicts.
  • Contact the right group through approved channels.
  • Track delivery, response, decline reason, and expiration.
  • Confirm assignment through an authorized scheduler.
  • Preserve the history for future continuity and operations review.
03

Respond to change without starting over

When a caregiver calls off, the problem is larger than one blank calendar cell. Ethiya can bring the affected client, timing, qualifications, continuity, nearby capacity, prior outreach, and next steps into one exception view.

04

Connect the schedule to the rest of operations

The confirmed assignment becomes the caregiver's visit, the basis for EVV and documentation, the context for communication, and the source for billing and payroll.

Open-visit workflow

Turn open visits into a controlled workflow

  1. 1

    See why the visit is open and when coverage becomes urgent.

  2. 2

    Review eligible caregivers and the reason each match fits or conflicts.

  3. 3

    Track delivery, response, decline reason, and expiration.

  4. 4

    Confirm assignment through an authorized scheduler.

Caregiver respect

Respect caregivers while improving coverage

Use preferences, availability, workload, and channel consent; explain why the opportunity was offered; and let caregivers respond without calling the office.

Questions to ask

Clear answers belong in the evaluation.

Does Ethiya automatically assign caregivers?+

Ethiya is designed to recommend eligible matches and explain the factors used. An authorized person confirms the assignment unless a bounded, agency-approved rule explicitly permits automation.

Which matching factors are supported?+

The intended model includes availability, qualifications, preferences, continuity, travel, conflicts, and overtime. The public list must match the release shown in the demo.

Can caregivers respond to open visits by text?+

Yes. Caregivers can receive and respond to open-visit offers through supported channels, with consent, delivery, response, expiration, and assignment rules kept visible. Exact channel availability is confirmed during implementation.

Can each branch use different scheduling rules?+

Configuration should follow agency and location policy where legitimate variation exists. Confirm the exact scope and precedence of each setting during evaluation.

See it in context

Bring your hardest scheduling day

We will work through open visits, call-offs, recurring schedules, travel, overtime, qualifications, and outreach using your agency's priorities.

Request a scheduling demo