Get started with visit planning, step by step
From care plans to a published schedule in five steps.
Add care plans
Start with the two-report quick upload or enter clients, visits, and time rules manually. An existing unit can be used as the source without overwriting production data.
From two reports to the first analysis
Upload your reports, review the data and start one optimisation. One selected period per organisation is free, with available results in the calendar, comparison and diagnostics.
Read guide: From two reports to the first analysisClient data for continuity
How Caire uses designated caregivers, preferred caregivers, and districts to protect continuity.
Read guide: Client data for continuity
Preferred time, allowed window, and service properties
See the difference between preferred time and the allowed time window, and between routed field visits, office work, overlap, and double staffing.
Read guide: Preferred time, allowed window, and service propertiesAnalyse solutions and bottlenecks
Compare planned and, when the source proves times, actual. Review CAIRE candidates, recommendations, capacity gaps, and the visible trade-off between assignment rate and paid time.
From analysis report to a decision-ready calendar
Read the source planned and evidenced actual state, follow CAIRE candidates in the background, and compare them in the same calendar.
Read guide: From analysis report to a decision-ready calendar
Optimization readiness
See which data is enough for the first schedule and which extra fields unlock stronger continuity, efficiency, and diagnostics.
Read guide: Optimization readinessSchedule diagnostics
How to locate a bottleneck in time and review the visits and shifts it affects.
Read guide: Schedule diagnosticsEdit, fine-tune, and re-optimise
Switch solution in the same calendar, open Details, adjust visits or capacity, and rerun when the evidence shows that something needs to change.
Demand and inset flex
On the unit overview, the chart shows demand. The sliders are inset flex (widen allowed time windows in the preview). Use recommended values to reduce the peak–floor gap. The scope can be saved to the unit or used only for the next schedule proposal. It does not change care plans.
Read guide: Demand and inset flex
Employee data for routing and cost
How costs, shifts, and districts are used in routing and capacity analysis.
Read guide: Employee data for routing and cost
Districts and coverage
How districts reveal local demand, local capacity, and routes that cross the wrong area.
Read guide: Districts and coverage
Switch solution in the same calendar
Compare source baselines, Coverage, and efficiency levels without leaving the calendar date or view.
Read guide: Switch solution in the same calendarPublish to care staff and clients
The planner approves the selected solution. Only then does the published schedule become available in the app with the appropriate view for care staff and clients.
Update the published live schedule
Delays, absence, and changed visits are tracked in the published plan. The planner reviews the impact and approves safe updates before they reach the app.
