Scheduling

Understanding Shift Cards

Learn how to read shift cards on the schedule — colors, borders, icons, and warnings all convey important information at a glance.

Every shift on the schedule grid is displayed as a shift card. The card's appearance tells you key information at a glance — who's assigned, whether it's published, and if there are any issues.

Card Color

The background color of a shift card indicates its assignment status:

  • Blue — the shift is assigned to a provider and has no warnings
  • Orange — the shift is unassigned (no provider assigned yet)
  • Red — the shift has one or more warnings (e.g., scheduling conflicts)

Left Border Style

The left border tells you the shift's publication status:

Solid border — the shift is published and visible to everyone:

Published shift card

Striped border — the shift is a draft and visible only to admins:

Draft shift card

Unassigned draft example:

Unassigned draft shift

Card Icons

Icons appear in the top-right corner of the shift card to convey additional information:

Recurring and virtual icons

  • Recurring icon (arrows) — this shift is part of a recurring series
  • Virtual icon (person with slash) — this shift is virtual (e.g., on-call, telehealth)

Warning icon

  • Warning icon (triangle with exclamation mark) — this shift has one or more warnings that need attention

Card Content

Each shift card displays:

  • Role — the role assigned to the shift (e.g., "Physician", "NP/PA")
  • Time — "All day" or the specific time range
  • Provider name — the assigned provider, or "Unassigned" if no one is assigned

Warnings and Conflicts

The system automatically detects scheduling conflicts. When an employee is assigned to overlapping in-person shifts at different locations, both shifts will turn red and display a warning icon.

Shift conflict example

To see the details of a warning, hover over the warning icon and a tooltip will appear explaining the conflict:

Warning tooltip

Warnings are informational only. They do not prevent you from creating or publishing shifts. The system keeps scheduling flexible — you as the admin have the final say. Warnings simply help you spot potential issues before they become problems.

Quick Reference

Visual CueMeaning
Blue backgroundAssigned, no warnings
Orange backgroundUnassigned
Red backgroundHas warnings
Solid left borderPublished
Striped left borderDraft
Arrows iconRecurring shift
Person-slash iconVirtual shift
Triangle iconWarning — hover for details