INFO: Enhanced Agenda View in CareHub Scheduling

Overview

The enhanced Agenda View in CareHub Scheduling allows you to manage event attendance directly from your schedule—without opening additional screens. These updates help teams track attendance in real time, reduce clicks, and keep daily workflows moving efficiently. This feature will be available effective April 8, 2026

See the full walkthrough: 

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Who Is This For?

Scheduling staff, Day Center teams, and anyone responsible for tracking attendance/status for Day Center or Internal Visit events.

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What’s New in the Agenda View

With the enhanced Agenda View, you can:

• Update event attendance status directly from the agenda
• View event details at a glance on each agenda card
• Filter events by attendance status in real time
• Search by participant or provider
• Print a clean, filter‑aware attendance checklist

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Access the Agenda View

1. Go to Scheduling.
2. Open the Center Calendar.
3. Select Agenda View.
4. Apply filters for the event types you want to manage (for example, Day Center or Internal Visits).

Each event appears as its own agenda card with expanded details.

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Understand Agenda Cards

Each agenda card includes:

• Event status dropdown (at the top of the card)
• Participant name
  • Select the name to open the participant’s chart in a new browser tab
• Event type and assigned provider
• Visual indicators, such as:
  • 🚐 Transportation required
  • 👤 On‑site aide required

When you update an event’s status, the card header color updates instantaneously to reflect the current status.

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Update Event Status

You can update attendance directly from the agenda card.

1. Select the status dropdown at the top of the card.
2. Choose the next appropriate status.
   • The most logical next status appears at the top of the list (for example, Check In after Scheduled).
3. The update saves automatically.

Notes:

• Available status options depend on the event type.
• Each status change is logged with a date and time.
• The slide‑out panel is only needed if you want to add comments or make additional edits.

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Use Metrics Cards to Filter Events

At the top of the Agenda View, metrics cards show real‑time counts for common statuses:

• Scheduled
• Checked In
• Checked Out
• Canceled

How metrics cards work:

• Select a metrics card to filter the agenda by that status.
• Select multiple cards to apply multiple filters.
• Deselect a card to remove the filter.
• Counts update automatically as statuses change.

Metrics cards stay aligned with the centers and teams you have selected.

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Search by Participant or Provider

Use the search bar at the top of the Agenda View to:

• Search by participant name
• Search by provider name

Search results respect all active filters (such as event type, status, or center).

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Print a Filter‑Aware Attendance List

You can print a clean attendance checklist directly from the Agenda View.

1. Hover over the date bar at the top of the agenda.
2. Select Print.

The printed list includes:

• The selected date
• All applied filters
• A compact version of each agenda card with key details

This is ideal for daily check‑in workflows or on‑site attendance tracking.

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Key Benefits

• Real‑time visibility into attendance
• Faster status updates with fewer clicks
• Powerful filtering and search options
• Accurate, filter‑aware printing

The enhanced Agenda View is designed to support fast, real‑time workflows for you and your team.