Resource • Scheduling

Scheduling + Dispatch Checklist (Daily)

Practical, owner-friendly guidance you can adapt to your agency’s policies and tools.

Starter template Tailor to policy Ops-ready

Template

Starter outline (customize for your agency).

A daily checklist to reduce missed steps and keep coverage visible.

Confirmations: 48h and 24h confirmations (as defined by your policy).
Open shifts: list open shifts and assign priority (high-risk clients first).
Risk shifts: identify shifts with ‘likely call-out’ indicators and pre-plan outreach.
Backfill workflow: outreach → confirm → update family → update system.
Documentation: log outcomes and handoffs for internal team follow-up.

Want help implementing this? We can tailor workflows to your goals and tools.