Scheduling now shows you the impact of every booking before you make it — and finding the right caregiver for a client is a ranked, scored shortlist instead of a guessing game.
Real-time authorization utilization while you schedule
As you book or edit a shift, Careswitch projects the client's authorization usage and warns you the moment a booking would exceed the authorized amount — including day-of-week and time-of-day restrictions on the authorization. The same utilization view is available on the shift page, the calendar hover card, and shift cancellation, so you always know where a policy stands.
- Live projected usage and over-limit warnings as you schedule
- Honors day-of-week and time-of-day service restrictions, with violations highlighted
- Overage alerts right on the calendar, and an overage filter on the schedule
- Handles authorizations that span multiple coverage windows without false expiration alerts
Smarter caregiver matching
When a shift needs coverage, Careswitch ranks available caregivers with a score built from distance, availability, qualifications, language, and existing connections with the client — so the best match rises to the top.
- Ranked, scored caregiver list with the reasons behind each score
- Structured client matching criteria, including lifestyle and dietary preferences
- Structured caregiver availability, editable by the office and by caregivers
- Existing caregiver–client connections boost the ranking
Open shifts and offers, unified
Offering shifts is now one clear flow: send a direct offer to one caregiver or an open offer to many, with reminder notifications so offers don't go stale, decline reasons recorded in the activity feed, and client matching criteria shown right on the post.
Additional improvements
- Calendar filters for shift status, method, and billing status — with empty rows hidden and your view remembered between visits
- A redesigned schedule list view with date-range filtering
- Assigning a caregiver with a conflict or overtime risk now asks for an explicit acknowledgment
- Edit canceled shifts, and restore past shifts to an assignable state
- Shift recurrence supports the full weekday list, and re-enabling "Repeats" restores your original pattern
- Caregivers now get an in-app and push notification the moment the assistant offers them a shift or schedules them for one — offers are never invisible