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Shift Management

Manage provider schedules and shifts. Create recurring schedules, add time blocks for breaks and meetings, and manage availability.
1

Use arrow buttons

Navigate to previous or next week
2

Jump to date

Click the date picker to go to a specific week
3

View providers

Each row shows a provider’s weekly schedule

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Create Shift

1

Click on empty time slot

Or use the Add Shift button
2

Configure shift

  • Provider
  • Start and end time
  • Location
  • Recurring options
3

Save

Shift appears on the calendar

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Add Time Block

Block time for lunch, meetings, or unavailability:
1

Click Add Block

On the provider’s row
2

Set block details

  • Block type (lunch, meeting, off)
  • Start and end time
  • Recurring pattern
3

Save

Block prevents appointments during that time

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Recurring Schedules

Weekly Repeat

Set shifts that repeat every week

Holiday Management

Mark holidays and special closures

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Filter Options

  • Location: Filter by practice location
  • Provider: Show specific providers
  • Show blocks only: Toggle to see only providers with blocks
Toggle “Show blocks only providers” to quickly see who has availability restrictions.

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Troubleshooting

IssueSolution
Can’t create shiftCheck provider exists at location
Block not showingVerify date range is correct
Recurring not applyingCheck start and end dates