The schedule component of the Program allows you to schedule the interactions (Flows) with your Patients/Members. The schedule refers to the Visit Type property of each enrolled Patient, finds the next upcoming Visit Date/time for that Visit Type and uses that as a reference to schedule these interactions (Flows). Remember in this article, how a Program is setup and associated with a Visit Type.
From time to time, you may need to edit one of the schedules for the Program. Schedules can ONLY be edited, if the corresponding Program has no Patients/Members to whom a message has been sent already.
To modify a schedule, follow these steps. Steps 1-5 are ONLY required if you are not already in the Program, where you want to modify the schedule. If you are already viewing the Program record, where you want to modify the schedule, jump directly to Step 6.
- Login to your Videoreach account by going to www.videoreach.run.
- Once logged in, click on the Program menu item on the top right.
- Search for the Program record first to ensure you or any other users have not created the record already. You can search by the Program Name. You can also use the status filter to narrow your search.
- Click on the row with the Program record.
- You will be taken to the Program details page.
- Click on the Schedule(s) tab.
- Hover over the schedule you want to edit from the list of schedules.
- Click on the 3 vertical dots all the way to the right and select edit.
- You cannot modify the flow for a schedule, if the Program is active. You can still edit the timeline reference and the corresponding accompanying text.
- If the Program is not active, you can modify the flow, the timeline reference and the accompanying text.
- Click on Save button.
- You will see a confirmation message in the top left and will see the Schedule list get refreshed and will see your schedule.
- That’s it!! 🙂 You have successfully modified this schedule.