Fields and resources

Care plan and visit templates

Recurring visits that later become dated visits in a schedule.

Used in steps: 2 Care plan, 4 Visit and shift planning, 5 Review and improve, 7 The working day

The Visits tab in the client form

Care plan and visit templates

Guide

See how visit templates define service, frequency, time windows, and chains before schedule creation.

1. Choose service or description.
2. Set frequency and days.
3. Check preferred and allowed time windows.
4. Add chains or double staffing when needed.

The Visits tab in the client form

Fields and use

Field	Level	Why it matters	Used for
Service or description	First schedule	Names the visit template and links it to a standard service when available.	Lists, calendar labels, import traceability, and defaults from the service catalog.
Frequency and visit days	First schedule	States how often the template becomes concrete visits and which weekdays are fixed.	Materializing dated visits in a planning period.
Plan time window	First schedule	States when the visit should normally happen.	First schedule and the client's planned time.
Extended allowed window	Better metrics	Adds flexibility without hiding the planned preferred time.	Route optimization and peak-hour relief.
Duration, priority, and mandatory	First schedule	Describes how long the task takes, how important it is, and whether it may be skipped.	Capacity calculation, risk level, unassigned visits, and prioritization under capacity pressure.
SLA and time note	Advanced	Sets the latest preferred completion time and preserves free text such as Morning or Afternoon.	Soft end-time guidance, import explanation, and planner interpretation of clock-time data.
Skills and preferences	Better metrics	Shows which skills and caregiver preferences apply to this specific task.	Staff matching, continuity, and explanations for unassigned visits.
Dependencies, visit chains, and double staffing	Advanced	Describes relationships between visits and whether multiple people should be with the client at the same time.	Before/after ordering, minimum gaps, same caregiver rules, and group visits.
Service type, visit type, and address	Advanced	Classifies the visit and states whether it should be planned at another address than the client's home.	Reporting, filtering, schedule display, and geo-routing.
Scenario lock, employee lock, and notes	Advanced	Protects sensitive rows from scenario changes, locks to a specific employee, or stores operational free text.	Contractually fixed visits, fixed relationships, import metadata, and audit trail.

Where it appears

The Visits tab in the client form — The tab lists the client's care plan visits and lets the planner add more.A client's details and visits are edited in the same form. No changes have been saved.

Visit template with recommended frequency and preferred weekdays — Add a visit: recommended frequency sets preferred days of week.Onboarding starts with the client and visit template. Recommended frequency produces preferred weekdays before the first schedule is created.