Team Schedule gives Managers and Billing users a weekly view of scheduled work across the organization. (Older docs and bookmarks may still say Company Coverage — same page.)
Open Team Schedule
On the website:
- Open Scheduling.
- Select Team Schedule in the blue bar at the top of the page.
- Use the By client or By staff toggle on the page to choose how the week is grouped.
- Move to the week you want to review.
The same blue bar also links to EVV Settings. Team Billing and EVV Sessions appear there only when EVV is on your plan.
Use the group filter to focus on selected profile groups. In By client, you can also filter by service code.
Preferred hours for the week appear on the board as a guide under the shifts.
Hours next to each name
Each row shows a small hours chip next to the profile or staff name, for example 12h / 40h or 12h / 40h +4h draft:
- Left number (assigned) — published shift hours for that week only. Drafts are not included here.
- Right number (preferred) — total preferred hours for that week (coverage need for a profile, or availability for a staff member).
+Nh draft— lighter secondary text when draft shift hours exist that week. It is a reminder that unpublished hours are still on the board; it is not part of the assigned total.
Hover the chip for a tooltip with Preferred / Assigned (and Draft when present). On By client, the tooltip can break assigned hours down by staffing ratio (for example 1:1 or 2:1). On By staff, it can break them down by profile. If assigned is below preferred, the assigned number is highlighted so under-coverage is easier to spot.
By client
By client groups shifts under each profile. Use it to see:
- Scheduled times and assigned staff
- Draft and published shifts
- Required staff slots that are still open
- Preferred-hour coverage gaps
- Service-code overlaps
Select a profile name or a shift chip to open that profile's weekly schedule. On Team Schedule, click a coverage gap to start a new shift with that date and time already filled in.
By staff
By staff groups shifts under each team member. Use it to see:
- Which profiles and times each person is scheduled for
- Draft and published assignments
- Double-bookings
- Service-code overlaps
Select a staff member to open their full week across profiles. That staff week can be viewed as a List or Calendar.
Needs attention
The Needs attention area summarizes:
- Coverage gaps — preferred profile hours that are not covered by shifts
- Double-bookings — the same staff member assigned to overlapping shifts
- Service-code overlaps — overlapping work on a code that does not allow it
- Staff utilization — team members with no published shifts or more than 40 published hours that week
- EVV adherence — ended published shifts with no matching EVV session or an EVV session that started at least 15 minutes late
- Upcoming-hire shifts — published or draft slots reserved for a named hire who has not joined yet
- Open staff slots — required staff capacity that is still unassigned
Select an item to open the relevant profile or staff schedule.
Drafts and open slots
A draft is not visible on the assigned person's My Schedule. An open slot means a service code requires more staff than are currently assigned.
Review both before the week begins, even when no overlap warning is shown.
Resolving a warning
Open the affected shift and:
- Change the start or end time
- Assign a different staff member
- Fill an open staff slot
- Publish a shift that is ready
- Remove a duplicate or unnecessary shift
BEHCA can allow an intentional overlap to be saved, but the warning remains on the coverage board so Managers can continue to see it.
Scheduling and EVV differences
An EVV warning does not edit the schedule or the visit. Review the scheduled shift and the recorded EVV session separately before deciding whether either record needs correction.