Scheduled Tab Overview

Summary

The Scheduled tab displays all reports that are set to be automatically sent to residents and their responsible parties based on your facility’s configured settings. From this page, you can review delivery details, edit content, reschedule, cancel, or send reports immediately.

Main Points

Accessing the Scheduled Tab

To access Scheduled reports:

1. Click the Communication dropdown in the left navigation.

2. Select Scheduled.

This page displays all reports currently scheduled to be sent.

What You Will See

Each scheduled report includes:

• Report type

• Resident name

• Contact receiving the report

• Contact information

• Language of the report

• Scheduled send date

This provides a clear view of who will receive what and when.

Managing Scheduled Reports

For each scheduled report, you can:

• Edit Content
  Modify the documents or information included in the report.

• Reschedule
  Change the date the report will be sent.

• Cancel
  Stop the report from being sent.

• Send Now
  Immediately send the report instead of waiting for the scheduled date.

These controls allow flexibility while maintaining automated workflows.

Understanding Red Rows

If you see a row highlighted in red, this indicates:

• Missing contact information

• Incomplete or unavailable delivery details

When this occurs:

1. Review the contact information in PointClickCare.

2. Update missing email addresses or phone numbers.

3. Confirm the information syncs correctly into Informed Medical.

This ensures reports can be successfully delivered.

Key Insights

• The Scheduled tab shows all automatically generated reports in one place.

• You can adjust or override scheduled reports at any time.

• Red rows indicate missing contact information and require review in PointClickCare.

• Reviewing this tab regularly helps ensure timely education and proper documentation delivery.