Exploring the Calendar Module

The Calendar Module allows you to schedule, view, and keep track of all events related to the selected Care Recipient. The calendar module helps the Care Team keep organized and communicates which care team member will be assigned to a given event.

How to access the Calendar Module

Tap “More” on the main navigation bar and locate Calendar under the list of modules.  This will take you to the calendar screen.

How to create a Calendar Event

1. Tap the plus icon in the bottom right-hand corner
2. Enter the name of the event in the title field
3. Select the participants who will be involved in the event
4. Tap to include other participants as needed
5. Use the “All Day” toggle to bypass entering a start and end time
6. Use the “Paid event” toggle if care team members participating in the event are to be compensated for their time
7. If the event is not an all-day event, enter the event start and end time
8. If you are creating a reoccurring event, establish the frequency settings in the Repeat field.
   
   If desired, link a location to the event by tapping the location field.
   
   
9. Search for a location using a business name or partial address.
10. Tap the “Search” button to perform the search.
11. Tap the pin on the map to confirm your selection.
12. Verify the address under the “Selected Location” field and enter a name for the location if not already populated.
    
    All locations previously used can be found in the past locations field.
    
    
13. Tap the chevron icon to bring up a list of your past locations or enter the name of the location in the text box for quick access
14. Tap “Save” in the upper right-hand corner once you have entered a new location or selected a past location
15. Tap the “Show on Maps” shortcut to quickly pull up that location within the navigation app on their device
16. Select the timeframe prior to the event you would like the reminders to trigger if reminders are desired
17. Enter in any notes or instructions in the Notes field
18. Tap “Save” in the upper right-hand corner to ensure your changes are saved
    
    Once a calendar event is successfully created, colored dots indicating which care team members are involved with the event will appear on the days the event occurs. Below the calendar is a summary list of the events.
    
    
19. Tap the blue arrow icon below the calendar to expand the summary of events viewing area
20. Tap the blue arrow icon again to return to the original calendar display

How to utilize the Volunteer Feature

1. Tap the exclamation point icon in the participants field to indicate a volunteer is needed for this event
2. Tap “Save” in the upper right-hand corner to save the event.
   
   Events tagged as needing a volunteer will be highlighted in orange during the event timeframe on the calendar. The Care Team will also be notified via the VerifyCare inbox that an event requiring a volunteer has been created. The care team member volunteering to participate in the event can update the event directly from the inbox message or through the calendar screen.
   
   
3. Locate the event you would like to volunteer for
4. Tap “Edit” to edit the event
5. Tap the team member’s picture who will be assisting with the event
6. Tap the exclamation point icon to deselect the “needs volunteer” flag
   
   
   Once all events needing a volunteer on a given day are fulfilled, the timeframe will no longer be highlighted in orange for that date.

How to change the Calendar View

1. Tap the chevron icon next to the word “Monthly”
2. Select if you would like to view the calendar in a monthly, weekly, or daily view
3. Locate the orange date bar to go to a different date
4. Utilize the left and right arrows to navigate to different timeframes
5. Tap the white “T” icon at any point to be taken back to today’s date.

How to filter the Calendar View

1. Tap the chevron icon next to the word “Filter”
2. Select or deselect the care team members to only view events related to the desired care team member
   
   Events tagged as “Needs volunteer” will be highlighted in orange during the event timeframe on the calendar. The Care Team will also be notified via the VerifyCare inbox that an event requiring a volunteer has been created. The care team member volunteering to participate in the event can update the event directly from the inbox message or through the calendar screen.

How to search for a Calendar Event

1. Type in the name of the event in the search bar
2. Tap “Search”


Please note: this will only search the time period you have selected. To browse events in a different time period, use the date bar to navigate to a different time frame.

Tap a date in the monthly view to jump to that date in the summary of events. If no events occur on that date, the summary of events will jump to the next date an event occurs.

How to edit a Calendar Event

1. Locate the event you would like to edit in the summary of events
2. Tap the chevron icon to open the event details screen
3. Tap “Edit” in the upper right-hand corner
   
   
   If the event is a reoccurring event, a pop-up will appear asking if you would like to:
   
   “Only This Event” which will make changes only to the day you are on
   “All Future Events” which will make changes to the day you are on, plus any event after the date you are editing
   “All Events in the Series” which will make changes to all past and future instances of the event you are editing
   
   
4. Make your changes as needed
5. Tap “Save” in the upper right-hand corner to ensure your changes are saved

How to delete a Calendar Event

1. Locate the event you would like to delete in the summary of events
2. Tap the chevron icon to open the event details screen
3. Tap “Edit” in the upper right-hand corner
4. Scroll to the bottom of the event entry
5. Tap the “Delete” button
   
   If the event is a reoccurring event, a pop-up will appear asking if you would like to delete “Only This Event”, “All Future Events”, or “All Events in the Series”.
   
   If the event is a single entry, the pop-up will ask if you would like to complete this action.
   
   
6. Tap “Yes” to delete the event or tap “No” to keep the event