Staff Scheduler

This guide is essential for effectively managing your schedule in Noteable, ensuring you can easily track your availability, appointments, and events. It provides step-by-step instructions for adding sessions, blocking off time, and managing recurring events, which is crucial for maintaining clear communication with your team. By utilizing this guide, you can streamline your scheduling process, avoid conflicts, and enhance collaboration with colleagues, ultimately improving client care.

Noteable Support
26 steps

Mynoteable

To review your schedule in Noteable navigate to the "My Page" area from the top dropdown section.

Click the "Schedule" tab

You can choose your preferred display by selecting from list, month, week, or day view.

Click on any slot on the calendar to add a session, event, or availability.

Select the "Availability" option under Event Type to reflect the days/times that you are available to be scheduled for client sessions and meetings. **Note: this is particularly important if you have someone at your agency who is helping setup schedules as it allows them to cross-check availability of several staff at one time.**

Select the "Event" option under Even Type to reflect blocked off time on your calendar. This can be for training, out of office notice, doctor's appt., etc. An event shows that you are not available during that slot to be scheduled for a session with a client.

Select the "Client Appointment" option under Event Type to indicate a session that has been scheduled.

Once the event type has been selected you can name any appropriate added details in the Details text area.

If you are scheduling a session with a client you will need to select the client that you plan to see during this time slot.

Enter the date and time that session will be taking place.

If this is a recurring session, event, or availability slot toggle recurring to Yes the detail provided can push forward to future days preventing double work.

This will allow you to enter which days this session, event, or availability will continue to take place and flag a Recurrence End date, if applicable.

Click "Save" once all details have been added.

You'll see any scheduled sessions marked with light blue placeholders.

As case notes are entered for sessions that have occurred you will see a dark blue placeholder next to your light blue schedule. This indicates that you have completed the note for that session. **Any sessions that only display a light blue indicator reflect that a case note has not yet been entered for that session.**

Availability slots will be marked with green placeholders.

Event slots will be marked with gray placeholders.

Meeting slots that you've been scheduled to attend, set by supervisors and admin will be marked with orange placeholders.

Review "My Items for Action" to see if there are any pending schedule requests coming in from your team.

Click on an item for action to accept or deny the request.

Click "Accept Appointment" if you can take on the session and it will automatically be added to your calendar. The requestor will also get an email notification letting them know that you have accepted the session.

Click "Decline Appointment" if you cannot take on the session and it will automatically be removed from the Items for Action list and not pull to your calendar. The requestor will also get an email notification letting them know that you have declined the session.

Click "Yes, do it" to confirm that you are declining the request.

You can navigate to assigned client charts as well to view the client's perspective of their upcoming schedule.

Select the calendar icon to the right of the Case Note tab to pull up their calendar.

This will show any upcoming sessions that the client has with you or with other assigned clinicians.