Appointment availability is a combination of

• Active Locations,

• Dates/Times,

• Services At Each Location

Active Locations

Active locations are the campuses where you are actively providing legal services. If you don’t see a location that you feel like you should, please work with a Provider Administrator to adjust the settings.

Dates/Times:

Set Global Availability Dates/Times

Global Availability rules represent ALL the dates/times you are available across all campus locations. If Global Availability rules are left empty, then the Location-Specific Settings can be used to set availability for each campus location.

Recurring weekly days/times

Set recurring days of the week and corresponding times. It is possible to set different times on different days by adding additional availability rules.

Specific dates/times

Set availability for specific days and times. It is possible to set different times on different days by adding additional availability rules.

Set Availability at each Location

Expand the accordion for each active campus locations to adjust the settings.

• The availability rules in the Location-Specific Settings can be a subset of the Global Availability.

  • For example:. If there are Global Availability rules for Wednesday, Thursday, and Friday recurring, only the Wednesdays can be set as available at Location X and the Thursdays and Fridays are available at Location Y.

• OR the Global Availability rules can be left empty and availability rules can be set at each campus location.

  • Each campus location can have recurring weekly availability rules or specific dates.

Set Unavailability or Blocked Times

• Unavailability can be set in the Global Unavailable Days. These blocked times will waterfall down and be blocked at each campus location.

• Within each Location, it is possible to set unavailability that is specific only to that Location.

Services At Each Location

• Each campus location that is enabled for a caseworker must also include the specific services. This information designates what services the caseworker offers at that campus location.

• If you don’t see a service as an option to add, work with your Provider Administrator to adjust the service settings.

• For more complicated scheduling patterns, the service availability may also need to be adjusted. Work with your Provider Administrator to adjust the availability rules for services.

• Be sure to click on the Update Caseworker button to save changes.