Overview
The Route Map feature in CompanyOn helps practitioners and clinics manage travel-based scheduling workflows by visually organizing appointment locations and mapping daily routes.
This feature is especially useful for:
• Mobile practitioners
• In-home visits
• Community care programs
• Multi-location services
• Facility visits
• Travel-based healthcare workflows
The Route Map helps clinics:
• Improve scheduling efficiency
• Reduce travel time
• Organize home visits visually
• Plan practitioner routes more effectively
• Manage multiple off-site appointments
How the Route Map Works
The Route Map connects appointment locations directly to the practitioner’s daily schedule.
Appointments scheduled as:
• In-home visits
• Facility visits
• Off-site appointments
Can appear visually on the Route Map to help practitioners organize travel workflows.
Important Requirement
For appointments to appear correctly on the Route Map:
• The service must be configured as an In-Home or location-based service inside the Services module
• Client addresses or appointment locations should be completed accurately
You can even access your client's file directly from the map, bringing convenience and simplicity to your everyday work activities.
How to Access the Route Map
Open the Calendar module
Navigate to the Route Map feature (The globe icon at the top right bar of the Calendar)
Select the date you want to see a route map
Select Practitioner
Click save
What the Route Map Displays
The Route Map can display:
• Appointment locations
• Daily travel routes
• Client addresses
• Facility locations
• Scheduled visit order
• Practitioner travel workflows
How Route Map Scheduling Supports Home Visits
When a service is configured as:
• In-Home
• In clinic
The appointment location becomes part of the route planning workflow.
This helps practitioners:
• Organize travel schedules
• Reduce unnecessary driving time
• Improve daily scheduling efficiency
Common Uses for the Route Map
Common Workflows
• Home healthcare visits
• Community outreach programs
• Mobile therapy services
• Multi-facility scheduling
• Travel planning for practitioners
• Daily mobile scheduling management
Best Practices
Recommended Best Practices
• Verify appointment addresses carefully
• Keep client demographic information updated
• Configure visit types correctly inside Services
• Review routes before beginning the day
• Organize appointments geographically when possible
Frequently Asked Questions
Is the Route Map Only for Home Visits?
No. The Route Map can also support facility visits and other off-site appointment workflows.
Do Services Need to Be Configured First?
Yes. Services should be configured correctly as In-Home or location-based services.
Can Multiple Appointment Locations Be Viewed Together?
Yes. The Route Map helps practitioners visualize multiple scheduled locations.
Does the Route Map Help with Travel Planning?
Yes. The Route Map is designed to support efficient scheduling and route organization.