Time and time again we cancel our own appointments and rearrange our schedules to make accommodations for other people's cancellations.Ħ.

Thank goodness I plan to keep the gosh darn appointment!Īll too often we put our clients' needs ahead of our own when it comes to our requirements through the week and month. If I have scheduled an appointment during working hours, there are two reasons: I do my best to have this not interfere with work hours but sometimes that in unavoidable. What are your plans for this upcoming month? Do you have appointments to attend? Have you planned a great weekend get-away? What about a date night? These items are non-negotiable in my schedule. You will want to take that into account when placing items in your schedule around those meetings. Make a note next to meetings that you will need to prepare in advance or work after. If these are regularly occurring, they are easier to schedule around. Get recurring or one-off meeting schedules together.ĭo you have a monthly team meeting or weekly 1:1s? Note them on your planning sheet so that they can be accounted for in your upcoming month. You keep a cancellation log, don’t you? How do you track when and who is not having services at any given time? Does your Electronic Medical Record (EMR) do that for you?! Awesome if it does, BUT! What is happening in the upcoming month? Do you know of any cancellations that will be occurring that have been planned? Moving forward, these should be captured in your exceptions section but sometimes it is easier to think of them as cancellations. Check your communication log and notes for each case. This might mean that a technician is on vacation or that the family is going out of town and taking a long extended weekend. Is there anyone on your team that will not be having services at some point in the month? **In the future, consider a place to note these exceptions when you find out about them so that it is easy to reference when making your schedule. Also, look through your notes for each of your cases across the past few months. Try looking through your planner or calendars first to see if you made any notes in the upcoming month. They might not be captured in any traditional place. What are known exceptions to this coming month?Įxceptions are things that are out of the ordinary. Do you need to provide case oversight for one client for 3 hours every week but only need to provide oversight for another client 1 hour every 2 weeks? Capture this in a quick way that is easy to check off as they are added to your calendar. When I had an active caseload, this was stored in a spreadsheet that captured all my caseload information in one at a glance.Ĭlient requirements means having it clearly laid out how many sessions and for how long you need to plan for face-to-face case management. Gather your client related requirements in one simple place.

Bcba hours spreadsheet