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Account Schedule (Care Portal)

Updated

You can view the schedule for an account in the Care Portal. This allows you to see any upcoming calls, tasks or reminders. You can also add, update and delete calls, tasks and reminders from this page.

To view an account schedule:

  • Log into the Care Portal.
  • Click on the account you want to view the schedule for.

care-portal_accounts-list_highlighted_640px-w.png

  • In the sidebar of the account page, click on Schedule.

care-portal_accounts-dashboard_schedule-highlighted_640px-w.png

Day View

  • The schedule for the selected account is displayed. The display defaults to the single day view and the current date. The date is highlighted in the red box below.
  • If you are in Week or Month view, click on the Day button to show the day view.

care-portal_accounts-dashboard_schedule_day-view_current-date_date-highlighted_640px-w.png

  • You can view the previous or next day schedule by clicking on the arrows either side of the date.

care-portal_accounts-dashboard_schedule_day-view_current-date_arrows-highlighted_640px-w.png

  • You can click on an event to view more information and be able to edit it.

care-portal_account_day-edit_640px-w.png

Week View

  • To change to a week view, click on week on the right.

care-portal_accounts-dashboard_schedule_day-view_week-button-highlighted_640px-w.png

  • The week view uses a tile grid to display the days, dates and times. The columns represent the days in the current select week and the rows are for hours in the day.
  • The view shows the first scheduled event for the current day.

care-portal_accounts-dashboard_schedule_week-view_first-event_640px-w.png

  • Scroll to the top of the screen to change the week. Click on the left and right arrows to move backwards or forwards a week.

care-portal_accounts-dashboard_schedule_day-view_current-date_arrows-highlighted_640px-w.png

  • You can click on an event to view more information and be able to edit it.

care-portal_account_week-edit_640px-w.png

Month View

  • To change to a month view, click on week on the right.

care-portal_accounts-dashboard_schedule_day-view_month--button-highlighted_640px-w.png

  • The month view uses a tile grid to display the days and dates of the month.

care-portal_accounts-dashboard_schedule_month-view_640px-w.png

  • The default view shows the current date.

care-portal_account_month-description_640px-w.png

  1. The current date tile has a green outline for ease finding on the page.
  2. Dates from the previous month or the next month that are displayed in the grid are coloured gray.
  • You can view the previous or next month schedule by clicking on the arrows either side of the month/year.

care-portal_account_month_next-prev_640px-w.png

  • You can click on an event to view more information and be able to edit it.
  • care-portal_account_month-edit_640px-w.png

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