Day-Level Availability Exceptions & Caseload Impact

6 min readUpdated October 2026
All PlansAdminPractitioners

Recurring Shifts vs. Day-Level Overrides

While recurring working hours define a clinician's regular weekly schedule, day-level exceptions allow practitioners to record planned vacations, sudden sick days, or split shifts for specific dates without altering their permanent schedule.

Day-Level Shift Override modal: choosing Full Day Off, Custom Working Hours, or Split Shifts.
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Day-Level Shift Override modal: choosing Full Day Off, Custom Working Hours, or Split Shifts.

Adding a Day Exception

To record an availability exception for a practitioner:

1

Navigate to Staff > select the Practitioner > Shifts & Availability tab.

2

Click 'Add Day-Level Exception'.

3

Select the exception type: 'Full Day Off (Vacation/Sick)', 'Modified Working Hours', or 'Split Shift'.

4

Choose the affected date or date range, and provide an internal reason.

5

Click 'Check Availability Impact'. Emmai immediately runs the Caseload Impact Analyzer.

Caseload & Series Impact Assessment

If the practitioner has pre-existing appointments scheduled during the selected time-off window, Emmai displays a caseload impact warning modal:

Caseload Impact Modal displaying affected client bookings and batch reassignment/cancellation options.
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Caseload Impact Modal displaying affected client bookings and batch reassignment/cancellation options.

Client Protection Policy

The Caseload Impact modal prevents unhandled booking cancellations. It displays all affected clients, their service names, and provides one-click re-assignment to another practitioner or automated cancellation notices.

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