The week builds itself. You handle the exceptions.

Recurring patterns generate the schedule on their own, overnight shifts work as one shift, and conflicts are caught before they happen, not discovered after.

Recurring schedules

Set the pattern once. The shifts follow.

Every client gets service orders that carry the real-world details: service type, payor, authorization number, authorized hours, and the billing and pay rates that go with them. On top of an order, you set the visit pattern: weekly, alternating fortnights, monthly, or one-off visits, each with its own times.

  • Generate any date range on demand. Existing shifts are never duplicated or touched, so generating twice is always safe.
  • Overnight shifts are native: 10 PM to 10 AM is one shift, midnight-aware everywhere, with a clear next-day marker.
  • Monthly patterns survive short months: a visit set for the 31st lands on the month's last day instead of silently vanishing.
  • Shortening an order shows exactly how many generated shifts would be cancelled before anything happens.
A client's service order with its recurring visit patterns and authorized hours

A service order and its patterns: the schedule's single source of truth. Click to enlarge.

The dispatch board

One screen runs the whole week.

A status strip keeps the week's truth in view at all times: unassigned, conflicts, missed, assigned. Click any count and you are looking at that exact list.

The shift board: generation health, the work queue with quick filters, and per-caregiver week grids
1

Generation

Per-order health at a glance: how many shifts are needed, how many exist, and a missing badge where they don't. Generate one order or all of them.

2

Shifts

The work queue: filter to unassigned, conflicts, or missed, assign in bulk, and resolve from the row. Cancelling in bulk always confirms first.

3

Caregivers

A week grid per caregiver that shows workload and conflicts side by side, so rebalancing the week is a look, not an investigation.

The assign panel: caregivers with live available and double-booked tags, workload counts, and offers

The assign panel: who is free, who is double-booked, and who is already carrying a heavy week. Click to enlarge.

Assignment

The wrong assignment is hard to make.

  • Double-booking is checked across all clients, overnight-aware, adjacent days included. Blocked caregivers stay visible but cannot be picked.
  • Client exclusion lists are enforced at assignment time, and replacing a caregiver always asks for an explicit confirmation.
  • Open-shift offers go to the caregivers you choose; the first to accept wins and the other offers withdraw themselves.
  • Every assign and unassign is recorded with a reason, building a complete who-worked-when history that nothing can rewrite.

Conflict detection runs on two paths at once: live overlap analysis on the week you are looking at, and the around-the-clock monitoring behind missed-visit alerts. A double-booking has nowhere to hide.

The calendar in month view with per-day counts and unassigned indicators

Month view with per-day counts; any day drills into its week, any shift opens the assign panel. Click to enlarge.

History you can stand on

The schedule never rewrites its past.

Patterns are never edited in place. Every change closes the old pattern and starts a new one, a suspension leaves a permanent gap record, and orders expire naturally on their end dates. The result is a schedule whose history holds up under any question: what was planned, when it changed, and who was assigned at every step.

Completed visits are protected everywhere. No schedule change, no regeneration, and no edit can rewrite work that already happened, because that record is what clock-ins, billing, and payroll stand on.

Common scheduling questions.

Natively. A 10 PM to 10 AM shift is one shift, not two halves. Durations, conflict checks, monitoring, and every display understand shifts that cross midnight, and overnight rows carry a clear next-day marker.

The old pattern is closed and a new one starts, so the history of what was scheduled is never rewritten. Completed visits are protected everywhere: no schedule change can touch the past.

Yes, by design: each caregiver works under their own service order, so hours, rates, and authorizations stay separate. What Carelyst blocks is the accidental version, where duplicate patterns on the same order would collide.

Broadcast an unfilled shift to the caregivers you choose. The first one to accept gets it, the remaining offers withdraw themselves, and the board updates. No phone chain, no accidental double assignment.

Build next week's schedule this afternoon.

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