Scheduling database

[Rene']

I am currently using a database to information storage and use a separate program for scheduling

Eventually I would like to combine the two by creating a database that can act as a scheduling program als

I have caregivers doing home care with clients and need to schedule their in home visits and track what they are doing while they are in the home et

What is the best way to set up a scheduling program

What is the best resource for ideas and set up etc

I'm a fairly novice user, but am trying to learn

Thanks ahead of tim

 

[Allen Browne]

Rene, I have written one of these, and I assure you they can get very
involved by the time you cope with things like:
- different frequencies of visit;

- paid and volunteer caregivers, who are available for different
shifts/days, and have absenses/holidays;

- clients whose needs change over time, and may also have exclusion periods
(e.g. in hospital) of unknown duration;

- tracking the special needs/limitations of the clients, the qualifications
of the caregivers, and prioritizing the matching of the client/caregiver;

- handling the human issues (where some clients and caregivers must not be
assigned to each other);

- distances, routes, expenses, equipment, medication, etc, etc.;

- verification that the scheduled visits actually took place;

- keeping caregivers up to date with each client's details (family, doctor,
medical insurance, pensions, emergency procedures, alergies, limitations);

- reports that collate, format, and lodge the specific information required
by each funding agency.

There are many ways to handle these things, and some of those things may not
be important to you.
Hopefully it is enough to help you sit down for a day or two with the right
people and define exactly what your needs are, before you try to define the
data structure you need to handle this. It is the planning that makes all
the difference, like drawing up the blueprints before you begin pouring
concrete.

--
Allen Browne - Microsoft MVP. Perth, Western Australia.

Reply to group, rather than allenbrowne at mvps dot org.

I am currently using a database to information storage and use a separate program for scheduling.

Eventually I would like to combine the two by creating a database that can

act as a scheduling program also

I have caregivers doing home care with clients and need to schedule their

in home visits and track what they are doing while they are in the home etc

 

[René]

Luckily, I don't have to track specific disciplines because we are a non-medical company

My main want is to set up a way of tracking when visits will be made and have it print out on a monthly calendar for hard copy for filing. Although you did give me some additional food for thought, these are what I perceive as my main issues

1. Availability of caregiver
2. Schedule needs of client
3. Compatibility issue
4. Not duplicating schedules ie having someone due at two homes at one time

All other information regarding care is already in the database and is in an easily diseminated format

----- Allen Browne wrote: ----

Rene, I have written one of these, and I assure you they can get ver
involved by the time you cope with things like
- different frequencies of visit

- paid and volunteer caregivers, who are available for differen
shifts/days, and have absenses/holidays

- clients whose needs change over time, and may also have exclusion period
(e.g. in hospital) of unknown duration

- tracking the special needs/limitations of the clients, the qualification
of the caregivers, and prioritizing the matching of the client/caregiver

- handling the human issues (where some clients and caregivers must not b
assigned to each other)

- distances, routes, expenses, equipment, medication, etc, etc.

- verification that the scheduled visits actually took place

- keeping caregivers up to date with each client's details (family, doctor
medical insurance, pensions, emergency procedures, alergies, limitations)

- reports that collate, format, and lodge the specific information require
by each funding agency

There are many ways to handle these things, and some of those things may no
be important to you
Hopefully it is enough to help you sit down for a day or two with the righ
people and define exactly what your needs are, before you try to define th
data structure you need to handle this. It is the planning that makes al
the difference, like drawing up the blueprints before you begin pourin
concrete