Scheduling & EVV · How-to · updated Sep 6, 2026
Open Scheduling - 1Tools → Scheduling → New shift (or click a time on the week view).
- 2Pick the consumer and the employee. The app warns about overlapping shifts.
- 3Choose the service line. This is what tells iConnect which authorization the visit draws from, so don't skip it for visits you plan to send.
- 4Set date and time. Tick Repeat weekly to create a series; edits can apply to one visit or the whole series.
Units
A unit is 15 minutes. The shift dialog shows the units the scheduled time represents; once the caregiver clocks in and out, the actual punches are used instead.
Visits in the past that were never clocked out or documented don't count as visits anywhere. Cancel them so the calendar stays honest.
Related
- Clock in, clock out and write the visit note · What a caregiver does in the mobile app for each visit, and what the office sees.
- Send visits to APD · Review who's included, run the checks, confirm, and watch the batch until APD answers.