Most behavioral health systems bolt a calendar onto an outpatient EHR. Compassly treats the schedule as an operating system for continuous care: draft and published states, reusable weekly templates, overlap protection, per-location allotted hours, and hour-level resource allocation you can see before the week starts.
Shifts · Shift management
September, 2026
Office 1
Allotted hours for location (per week): 200h
1st week
Aug 31 – Sep 6
31
12:00 a.m. – 9:00 a.m. · 9h
A. Foreman · 2 clients
1
12:00 a.m. – 9:00 a.m. · 9h
T. Mercer · 2 clients
3:00 p.m. – 9:00 p.m. · 6h
R. Ellis · 2 clients
2
12:00 a.m. – 9:00 a.m. · 9h
M. Cole · 2 clients
3
12:00 a.m. – 9:00 a.m. · 9h
A. Foreman · 3 clients
4:00 p.m. – 9:00 p.m. · 5h
J. Okafor · 2 clients
4
12:00 a.m. – 9:00 a.m. · 9h
T. Mercer · 2 clients
5
9:00 a.m. – 3:00 p.m. · 6h
R. Ellis · 2 clients
6
9:15 a.m. – 1:30 p.m. · 4h 15m
M. Cole · 2 clients
2nd week
Sep 7 – Sep 13
7
12:00 a.m. – 9:00 a.m. · 9h
A. Foreman · 2 clients
9:00 a.m. – 3:00 p.m. · 6h
J. Okafor · 2 clients
8
12:00 a.m. – 9:00 a.m. · 9h
T. Mercer · 2 clients
4:00 p.m. – 9:00 p.m. · 5h
R. Ellis · 2 clients
9
5:00 a.m. – 9:00 a.m. · 4h
M. Cole · 2 clients
10
9:30 a.m. – 7:00 p.m. · 9h 30m
A. Foreman · 2 clients
11
12:00 a.m. – 9:00 a.m. · 9h
J. Okafor · 2 clients
3:00 p.m. – 9:00 p.m. · 6h
T. Mercer · 2 clients
12
9:00 a.m. – 3:00 p.m. · 6h
R. Ellis · 2 clients
13
12:00 a.m. – 9:00 a.m. · 9h
M. Cole · 2 clients
3rd week
Sep 14 – Sep 20
14
12:00 a.m. – 10:00 a.m. · 10h
A. Foreman · 2 clients
3:00 p.m. – 10:00 p.m. · 7h
T. Mercer · 2 clients
15
12:00 a.m. – 9:00 a.m. · 9h
R. Ellis · 3 clients
16
6:00 a.m. – 9:00 a.m. · 3h
Not assigned
3:00 p.m. – 9:00 p.m. · 6h
M. Cole · 2 clients
17
3:00 p.m. – 7:00 p.m. · 4h
J. Okafor · 2 clients
18
12:00 a.m. – 9:00 a.m. · 9h
A. Foreman · 2 clients
19
9:00 a.m. – 3:00 p.m. · 6h
Not assigned
20
9:00 a.m. – 3:00 p.m. · 6h
T. Mercer · 2 clients
4th week
Sep 21 – Sep 27
21
12:00 a.m. – 9:00 a.m. · 9h
R. Ellis · 3 clients
3:00 p.m. – 9:00 p.m. · 6h
M. Cole · 2 clients
22
12:00 a.m. – 9:00 a.m. · 9h
Not assigned
23
12:00 a.m. – 9:00 a.m. · 9h
J. Okafor · 2 clients
4:00 p.m. – 9:00 p.m. · 5h
A. Foreman · 2 clients
24
12:00 a.m. – 9:00 a.m. · 9h
T. Mercer · 2 clients
25
9:00 a.m. – 9:00 p.m. · 12h
R. Ellis · 3 clients
26
9:00 a.m. – 9:00 p.m. · 12h
M. Cole · 2 clients
27
12:00 p.m. – 4:00 p.m. · 4h
J. Okafor · 2 clients
Available now
Product preview uses fictitious sample data.
Capabilities at a glance
What your team can do.
Concrete workflows, stated plainly—so clinical and operational leaders can evaluate fit without decoding a feature list.
Month, week, day, and table views with filters for status, team member, client, service, and location
Draft versus published shifts, bulk publish and unpublish, bulk edit, clone, reschedule, and bulk delete
Overlap protection on every create, update, reschedule, and bulk change—before a conflict reaches staff
Reusable weekly shift templates applied to a target week, with import and per-location scheduled hours
Resource allocation broken down by team member or client into published, unpublished, and total hours
Allotted hours per location, signed shifts, progress notes with PDF export, Google Calendar sync, and XLSX/CSV exports
Inside the workflow
Designed around real operations.
Each capability connects to the next step in care—not a disconnected tool your team has to reconcile later.
Draft the week before you commit to it
Shifts live in an explicit unpublished state until you publish them, so coordinators can build coverage, review it, and bulk publish or unpublish without staff reacting to a half-built schedule.
Overlap protection is enforced, not advisory
The same overlap check runs on single creates, edits, reschedules, and bulk updates. Conflicts are surfaced as a reviewable set instead of silently double-booking a team member across two clients or locations.
Templates turn a staffing pattern into one click
Build a weekly template once—events, durations, assignments, and overnight shifts that cross midnight—then apply it to a target week. Templates carry scheduled hours per week and can be imported rather than rebuilt per location.
See the hours before you overspend them
Each location carries allotted hours per week, and resource allocation breaks the selected range down by team member or by client into published, unpublished, and total hours. Coverage planning and budget stay in the same view, and the breakdown exports.
Coverage that closes the documentation loop
A shift is not finished when it ends. Signed shifts, attached progress notes, individual notes, and downloadable progress-note PDFs connect the staffing record to the clinical record instead of leaving them in separate systems.
Assignment models built for residential reality
Shifts can be assigned to a client or to a team member, connected to services, specialists, and locations, and repeated daily, weekly, or monthly on selected days—so overnight, split, and group-home patterns fit without workarounds.
Evaluation guide
Questions buyers ask.
Straight answers about scope, availability, and how this capability fits into Compassly.
Is Shift management & scheduling available now?
Yes. This page describes a capability available in Compassly today. Exact configuration and access depend on your organization’s implementation and permissions.
What does Shift management & scheduling include?
Month, week, day, and table views with filters for status, team member, client, service, and location. Draft versus published shifts, bulk publish and unpublish, bulk edit, clone, reschedule, and bulk delete.
How does it connect to the rest of Compassly?
Shifts live in an explicit unpublished state until you publish them, so coordinators can build coverage, review it, and bulk publish or unpublish without staff reacting to a half-built schedule.
Connected platform
Explore connected capabilities.
See Compassly with your workflows.
Bring your programs, locations, and operational questions. We will show how Compassly fits the way your organization delivers care.
