How to place visits from the visit pool

What the visit pool is

The visit pool lists the visits you still need to place this week, Sunday to Saturday. Each card is a patient. If a patient needs more than one visit this week, the card shows a count such as ×2. Open Schedule and choose Day or Week to see it. Month has no visit pool.

This week's visitsPatients whose frequency still needs visits this week. The card shows the city and the week of the order, such as Week 9 of 10.
First visitsA new admission's first visit, before any frequency is set.
WaitingA patient with no frequency yet. These cards can't be placed until you set one on the patient's record.
To confirmYour assistant's past visits that are still scheduled, with Mark completed and Mark missed.
PRN visitsOptional. Only if the patient needs one. Not part of the week.
On holdA patient whose visits are on hold all week. The card says until when. Nothing to place.

At the top you can sort the cards by Patient, City or Closest. Closest shows once Logicly knows your home address and the patients' addresses.

Where the visit pool shows

A wide computer screenThe visit pool sits on the left of Schedule. You can drag cards onto the schedule and drag visits back onto it.
A narrower window or a tabletPress To schedule under the dates. The visit pool opens as a window. Press a card to place it. You can't drag from this window.
A phoneThere is no visit pool on a phone. Tap the schedule at a time to add a visit there, or tap the days on the patient's Frequency tab.

Place a visit

Drag a card onto a day and time

On Schedule, choose Day or Week.
Drag a card from the visit pool onto the day and time you want. It lands on the nearest quarter hour.
Logicly asks What type of visit is this? Press the type. To decide later, press Choose later. The visit stays on your schedule with no type.
A message says the visit was added, with Undo.

Choose the type before you drag

On a computer, right-click a card and pick its visit type. The card takes that type's color, and the visit lands with that type and length, with no question. Choose later in the same menu takes the type off the card.

Press a card and let Logicly pick the time

Press a card. Place a visit opens with the patient's name.
Type is optional. Leave it, or choose one.
Day starts on the first working day left this week. Change it if you want another day.
Press Place. Logicly picks the time from your route. You can move the visit afterwards.

On a computer you can also right-click an empty time on Day or Week and choose Place from the visit pool, then the patient.

Move a visit, or drag it back to delete it

To move a visit, drag it to another day or time. In Month, a visit keeps its time and moves to the day you drop it on.
On a phone, press and hold a visit, then drag it. This works in Safari on iPhone and Chrome on Android. If it doesn't, tap the visit and press Reschedule.
To delete a visit, drag it from the schedule back onto the visit pool. It comes off your schedule and waits in the pool to place again. This needs the visit pool on the left of Schedule.
Anywhere else, tap the visit and press Delete visit. On a computer you can also right-click the visit and choose Delete visit.

After you place, move or delete a visit, a message shows with Undo. Undo works on the last thing you did. If the visit changed since, the message says This visit has changed since, so Undo is off.

If it isn't working

I can't see the visit poolChoose Day or Week, not Month. On a phone there is no visit pool. In a narrow window, press To schedule under the dates.
I can't drag a cardIn the To schedule window, cards are pressed, not dragged. Make the window wider to get the visit pool on the left, or press the card to open Place a visit.
A card can't be placedCards under Waiting say No frequency set yet. Press Set it on the patient's record and set the frequency.
A visit won't moveA visit that is completed, missed, or checked in stays where it is. Only a scheduled visit moves.
The visit was not placed or not movedThis shows above the schedule with the reason. If it says it changed since the schedule was read, in another tab or on another device, the schedule now shows it as it is. Try again.
Nothing was saved. Check your connection and try again.Logicly needs signal to place, move or delete a visit. Try again when you have signal.
Logicly is read only right now.Your free month or plan has ended. You can see everything, but not change it, until you pay $24 a month.

Still stuck? Email support@logicly.ai.

Set a patient's visit days on the Frequency tabType the frequency, tap the days, and save. The visits go on your schedule.Auto-schedule a week, and undo itOne press places the week's visits, spread out, in driving order. Undo puts the week back.Why a patient isn't in the visit poolWhat puts a patient in the visit pool, and why one might be missing or stuck under Waiting.Mark times a patient can't be seenMark dialysis days and other times on the patient's record, and see them while you place visits.