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Before you can schedule home visits, each member of your care team needs to exist in the system as a Healthcare Practitioner and have a schedule that shows when they are available. This page explains how to set up and manage your team.

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Before You Start

  • You need the Healthcare Administrator role to add practitioners and set up schedules.

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Adding a New Caregiver

When a new doctor or nurse joins your team, add them to the system as a Healthcare Practitioner.
  1. Go to Home Care workspace → Masters section → Healthcare Practitioner → New
New Healthcare Practitioner form showing name, department, qualifications, contact number, and user account fields
  1. Fill in their details:
Current practitioners on the system:
  • Dr. Menon (Home Care)
  • DR. Karthik (Home Care)
  • Dr. Sneha Pillai (Home Care)
  • Physician (Home Care)
  1. Click Save.

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Setting Up a Practitioner’s Schedule

A schedule tells the system when a caregiver is available to take visits. Without a schedule, no time slots will show when trying to book a visit for this caregiver.
  1. Go to Home Care workspace → Masters section → Practitioner Schedule → New
Practitioner Schedule form showing schedule name, a table of working days with start and end time for each day of the week
  1. Give the schedule a name that makes it easy to identify:
    • “Dr Menon - Weekdays”
    • “Nurse Raji - Mornings Only”
    • “Dr Karthik - Mon Wed Fri”
  2. Add a row for each working day:
  1. Click Save.
  2. Link this schedule to the practitioner’s record:
    • Open the Healthcare Practitioner record
    • Find the schedule field and link the schedule you just created
Now when you book a home visit for this caregiver, the system will only show time slots during their scheduled hours.

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Setting Up Medical Departments

Medical departments help organise your team by the type of care they provide. The system already has departments configured: To add a new department:
  1. Go to Home Care workspace → Masters section → Medical Department → New
  2. Enter the department name
  3. Save

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Setting Up Service Units

Service units represent the physical locations where care is delivered. In a home care setting, these are typically your office’s consultation rooms (used for patients who come in) and general zones for home visits. The current service units on this site are:
  • Consultation room -001
  • Consultation room -002
To add a new service unit (e.g., a zone representing a geographic area you serve):
  1. Go to Home Care workspace → Masters section → Healthcare Service Unit → New
  2. Enter the unit name (e.g., “North Zone”, “South Zone”, “Patient Home - Default”)
  3. Select the unit type (Room, Zone, Bay)
  4. Save

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What Happens When a Caregiver Is Sick or Unavailable

If a caregiver cannot attend their scheduled visits:
  1. Reassign visits: Open each of their appointments for that day and change the practitioner to someone else who is available.
  2. Inform the patient: If the visit needs to be rescheduled rather than reassigned, cancel the appointment, add a note about the reason, and rebook for a new date. The patient will receive a confirmation SMS when the new visit is booked.
There is no automated absence management in the Healthcare module. Absence tracking is handled in the HRMS workspace (the staff management section of Bizaxl).

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Staff Attendance and Leave

The site includes the HRMS (HR and payroll) module for managing your care team as employees. From the HRMS workspace you can:
  • Track attendance (who came in, who did not)
  • Manage leave requests and approvals
  • Process payroll
  • Track expense claims
This is separate from the patient care workflow but connects through the employee records.

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Field Guide: Healthcare Practitioner

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Best Practices

  • Link each practitioner to their Bizaxl user account when you set them up - this lets them see their own visit schedule when they log in, rather than needing the admin to tell them
  • Set up accurate schedules before going live with bookings - inaccurate schedules lead to visits being booked at times when the caregiver cannot attend
  • When a caregiver leaves, set their “Is Active” status to OFF rather than deleting them - all their past visit records are linked to their profile and deleting it would break those links
  • For part-time staff or staff with variable schedules, update their Practitioner Schedule at the start of each month with their confirmed availability for that month
  • Scheduling Visits: Caregiver schedules determine which time slots are available when booking a visit
  • Getting Around: The Healthcare Practitioner shortcut in the workspace takes you directly to the team list