This article will teach you how to manage recurring and exceptional visits, edit visit details, cancel visits, modify check-in and check-out times, and perform bulk actions.

The two types of visits that can be created in Lookout.

In Lookout, every visit is designated a specific colour scheme to identify its status easily.

Visits can be viewed or added to the roster from a client's membership page, helper profile, or the scheduling dashboard of the care manager.

To access the schedule page, expand the Rostering dropdown menu from the side navigation and click Scheduling

To access the roster from a membership page, open a specific membership from the Members page.

From there, click the Roster tab. To view their upcoming schedule, you can choose between Calendar View and List View.

To access the roster from a Helper's profile, select a specific helper from the Helpers page.

From there, click the Roster tab. To view their upcoming schedule, you can choose between Calendar View and List View.

The primary way of adding Visits is using a Recurring Visit. These visits occur every week (or based on the selected recurrence frequency), consistently on the same days and times.

From the Calendar view, double-click on an empty time slot in the roster calendar and select the Recurring option (rather than Exceptional). Complete the details of the visit and click save.

From the Calendar view, double-click on an empty time slot in the roster calendar and select the Recurring option (rather than Exceptional). Complete the details of the visit and click save.

From the Scheduling view, double-click on an empty time slot and select the Exception option (not the Recurring option). After that, fill in the necessary details of the visit and click on the save button.

From the Calendar view, double-click on an empty time slot in the roster calendar and select the Exception option (rather than Recurring). Complete the details of the visit and click save.

From the Calendar view, double-click on an empty time slot in the roster calendar and select the Exception option (rather than Recurring). Complete the details of the visit and click save.

From the Scheduling view, double-click on an empty time slot and select the Exception option (not the Recurring option). After that, fill in the necessary details of the visit and click on the save button.

To edit a visit, locate the specific visit on the calendar view or scheduling dashboard and click on the 'Edit' button.

To edit a schedule rule on a member or care worker profile, simply switch to 'List view' and locate the rule. Then, click on the 'Edit' button to proceed.

If you need to edit several visits, you can do so efficiently by going to the Roster tab for either members or care workers. Instead of using the Calendar view, select List View and locate the visits you want to edit.

You can choose to select each visit individually or simply click the checkbox in the top row to select all of the visits displayed.

Visits can be created before a Care Worker (Helper has been chosen. Select the 'Create vacancy' option from the list of Helpers.

Locate the specific visit on the calendar view or scheduling dashboard and click the 'Cancel' button to cancel a visit.

You will be asked for a reason for your cancellation based on your internal processes and protocols.

If you need to cancel several visits, you can do so efficiently by going to the Roster tab for either members or care workers. Instead of using the Calendar view, select List View and locate the visits you want to cancel.

You can select each visit individually or click the checkbox in the top row to select all of the visits displayed. A cancellation reason must be supplied, which is applied to all the bulk cancelled visits in one go.

Cancelled visits can be restored individually or in bulk. This functionality comes in handy when a member is on leave but returns earlier than expected, and you wish to restore the previously cancelled visits.

To locate cancelled visits within a specific date range for a membership, navigate to the List view and apply the appropriate filters. Once you have identified the desired visits, select them and click "Options" followed by "Restore visits".

As the Visit progresses, it is the responsibility of the Care Worker to check in and out. If they fail to do so and you would like to mark the visit as complete, you can click the Checkout option instead of Edit or Cancel.

It is possible to modify the check-in and check-out.

A visit can be marked as unacquitted if it has been cancelled or completed. This action will bring the visit back to its scheduled state.

If you need to check-out several visits, you can do so efficiently by going to the Roster tab for either members or care workers. Instead of using the Calendar view, select List View and locate the visits you want to check-out.

You can select each visit individually or simply click the checkbox in the top row to select all of the visits displayed.

Yes. You can download a PDF of the member's roster. To do this: