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2024 Schedulers Educational Series
Thursday, June 27, 2024, 11:00 AM - 12:00 PM EDT
Category: Webinar/Call

Register Now!

Introducing our 2024 Scheduler Educational Series, a comprehensive training program tailored for home-based care schedulers seeking to enhance their skills and excel in their crucial role. Our eight-part series encompasses essential topics, including matching clients with caregivers, effective schedule management, managing call-outs, employee retention, and more! 

Help schedulers understand their pivotal role in caregiving, implement effective methods for scheduling various clients, create effective process workflows, and handle conflict and complaints with our 2024 Schedulers Series! 

Two NEW offerings for this year's Scheduler series:

  • PHA Foundation is offering educational scholarships to 10 deserving staff members. To take advantage of this offer, see the details below!
  • PHA is giving a Master Scheduler Badge to each registrant upon successful completion of this entire course.



  1. February 22
    Matching Client with Caregiver
    Charlene Richardson, Senior Care Business Advisors 

  2. March 28
    Winning the Day with Effective Schedule Management

    Jessica Nobles – Homecare Sales

    One of the most difficult things about being a Scheduler isn't actually managing other people's schedule, it's managing your own. In this session, we will discuss the simple system that will help you prioritize your tasks with confidence and be more productive every day. 

    Knowledge gained:

    • What Makes a Good Scheduler
    • Pre-Scheduling “Prep Work”
    • Scheduling is a Team Sport
    • Use Data to Track Trends
    • Become a Chess Master

  3. April 25
    Legal Updates for Schedulers
    Edward Cyran - Fox Rothschild

  4. May 23
    Oh No…. Not a complaint!  Realizing the value of a complaint 
    Tonya Miller, TYM Coaching
    This dynamic webinar helps schedulers view complaints not as obstacles but as valuable gifts. In this webinar, participants learn how to defuse emotions and turn a complaint into a cooperative activity where everyone can make change happen.
The learner will:
  • Understand how to manage emotions during a complaint to get everyone working together.
  • Integrate the steps in complaint management to improve communication and collaboration.
  • Connect complaint management to creating a positive work environment.
5. June 27
Master Scheduling: How to Schedule for 100 Clients with One Scheduler Without Breaking a Sweat
Brett Ringold, Vice President, A Long Term Companion
Scheduling is such a critical part of every agency’s success, however, it is also a major pain point for most agencies. This presentation breaks down scheduling to its three core parts: pre-scheduling, scheduling, and re-scheduling. Learn proven methods that any agency can follow to improve efficiency, eliminate bottlenecks, and result in optimal scheduling practices. By employing these simple techniques, one scheduler could schedule for 100 clients without breaking a sweat!
Knowledge gained:
  • What Makes a Good Scheduler
  • Pre-Scheduling “Prep Work”
  • Scheduling is a Team Sport
  • Use Data to Track Trends
  • Become a Chess Master
6. September 26
Effectively Managing Caregiver Call-Outs
Jessica Nobles – Homecare Sales
Last minute callouts is one of the top frustrations for a Scheduler but it doesn't have to be that way. While there isn't a secret sauce to ending callouts, there is an effective strategy to reduce repeat callouts. In this session, I will equip you with the skills, tools, and best practices to train your office staff in effectively managing caregiver call-outs using the 5-Step Quick Response Formula.
7. October 24
5 Practical Ways to Use AI for Home Care Scheduling
Miriam Allred - Careswitch
Victoria Brown - Careswitch
The home care industry has changed fundamentally in recent decades—with AI coming on the scene, this next decade won’t be any different. There are loads of publicly available AI-powered tools that you can use today to optimize tasks and workflows in your business. Join this session to learn what tools you should be using for scheduling, how to use them efficiently, and what time and cost-savings they can drive for your business.
1. Which specific AI tools are working well in home care
2. How to use specific tools to automate scheduling tasks and workflows
3. What time and cost savings AI can drive for your business
8. November 21
Understanding the role schedulers play in retaining great team members
Tonya Miller, TYM Coaching
The homecare world is full of twists, turns, and unpredictable schedule changes. A resilient team that rides the waves of change is crucial for success.   This webinar focuses on the importance of the scheduler in creating connections that engage team members   Participants learn ways to build strong teams that work together to embrace change.
The learner will:
  • Connect the role of the scheduler to team member engagement.
  • Develop daily habits that create connections and build teams.
  • Integrate the role of schedulers in leading through change.

BONUS SESSION - December 5
Scheduler Success Series from HCP
Home Care Pulse

11:00 a.m. - 12:00 p.m.


  Full Series (8 Sessions)    1/2 Series (4 Sessions)    Single Session
Member: $359 $199 $79
Non-Member:     $559 $399 $158

PHA Foundation Scholarships: The PHA Foundation is offering 10 scholarships to deserving Schedulers or Caregivers looking to advance their knowledge and career. If you have a staff member who is deserving of a scholarship, please nominate them! Please note: Nominations are due Friday, February 9 at 12 p.m. Nomination Form 

PHA Master Scheduler Badge: Achieve a PHA Master Scheduler badge upon successful completion of this entire course. Add it to your LinkedIn profile for a quick snapshot of your skills, enhancing professional credibility!

Certificate of Completion: Upon completion of the course, participants will receive a certificate of completion as a testament to their commitment and expertise. Congratulations on taking the initiative to expand your knowledge!

Please note: These sessions will be held virtually. Recordings of the sessions will be available to registered attendees after the session. 


Register Now!

Cancellation Policy: If you must cancel your reservation for any reason, please notify PHA in writing via email ([email protected]) If the notice of cancellation is received PRIOR to the day of the event/workshop, PHA will provide a credit, minus a 30% administrative fee. This credit must be used within one year of the date of issue on educational programming. Credit will not be accepted for membership dues or PHA’s Annual Conference. No credit will be given for no-shows or cancellations on the DAY OF or following the event/workshop. Substitutions are permitted up to the day of the event.