How it works
Autopilot is designed to speed up the process of scheduling and allows you to assign visits efficiently and intelligently in one click.
Offering an edge over the existing automated scheduling tools, it assigns visits taking into account a number of factors including:
Carer availability & shift times
Weekly working hours: Carers' minimum and maximum weekly hours are respected.
Continuity of care: Autopilot prioritises carers who are already familiar with the client.
No-go and preferred carers / gender preferences
Carer compliances*
Visit duration & flexible start windows
Carer home locations & travel routing: Factored directly into planning using the Open Source Routing Machine (OSRM) to minimise driving distance and travel times.
Team allocation: Respects dedicated client and carer team groupings.
Mandatory breaks: Inserts a lunch break into a carer's shift if their working day exceeds 6 hours.
*When it comes to carer compliances, you must enable "Define required compliances for visit" in your Settings page for this to apply.
Using Autopilot
To use the tool, on the Schedule page click the Quick assign drop-down button, and click Assign with Autopilot.
Then select the relevant options from the next dialog (based on preferred carer and preferred carer gender entered in your client profiles and minimum flexible start entered in any of your visits).
Using the factors above, the system will plot the rota intelligently and minimise the amount of manual visit allocations, ensure that the most efficient routes are taken, and preferred/appropriate carers are assigned.
Understanding Unassigned Visits & Status Messages
If certain visits cannot be scheduled due to availability constraints or conflicting requirements, Autopilot provides clear feedback so you can take action without guesswork:
Clear status messages: Instead of returning generic system errors, Autopilot clearly informs you if no visits could be assigned or if no carers are on shift for the selected day.
Reasons for unassigned visits: Any visit left unfilled includes an explicit reason, such as:
No carer on shift
Missing skill, qualification, or compliance
Client gender preference mismatch
Carer capacity or weekly hours exceeded
Invalid or unroutable client address
Any remaining unassigned visits can then be manually allocated or adjusted directly from the Schedule page.