Changing the rota assigned to a visit plan helps adjust staff schedules to reflect availability changes, improve coverage, and ensure visits are assigned to the right team members for efficient and timely service.
Log in to CallConfirmLive!, then click Clients.
Use the search box to find the client whose visit plans require updating.
Double-click the client to open their record, then click Visit Plan.
Double-click a visit plan to open it, then click Visits.
Double-click a visit that requires the rota update.
Select a rota from the dropdown, then select a Rota Shift.
Use the < and > buttons to move rotas in and out of the Confirmed Rotas box.
When the rotas are correct, click OK, then update all required visits when prompted.
Repeat for any remaining rotas until all changes have been made.
Click Save and Close, then click Save and Close again.