Your calendar & scheduling
Use the Schedule page and the right-rail calendar to see your visits, and plan a session against a case on your caseload.
Recurring sessions
Schedule a repeating series of visits in one step, see exactly which dates will be created before you commit, and cancel the rest of a series when a case changes.
Agency events
Put non-client work — trainings, office closures, all-staff meetings — on the calendars of the people it applies to, using role groups or specific people.
Cases that need scheduling
How FCR flags active cases with no upcoming session so nothing slips, and how to schedule one right from the list.
Your timesheet
Review all the work you logged in a period — notes, visits, and group sessions — with hours, billable totals, and a link back to each document.