Tour Planning

Tour planning in TheraTap brings all home visits for a day together on a map with a daily route, distance and drive time. Stops are taken from the calendar automatically; Optimize route reorders them for the shortest total driving time — calculated with the Google Routes Matrix API for real road travel times.

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At a Glance

From the calendar

Home visits for the selected day are added as stops automatically — with patient, time and address.

Map & daily route

Full-screen map with numbered route, KPIs and a daily route list including drive time between stops.

Google Routes Matrix API

Optimization uses Google’s Routes Matrix API — precise drive times instead of rough estimates.

Head out quickly

Per stop: navigation in Google Maps, call, patient file, contact and appointment — without detours.

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Opening tour planning

1. From the sidebar

   Select Tour planning in the navigation. You land on the map view for today.

2. From the calendar

   In the calendar, click Open route planning for today. TheraTap jumps to tour planning with the date selected in the calendar.

3. Choose date & therapist

   At the top, pick another date and optionally a therapist (in teams: all or one person). Click Refresh to reload the route.

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Map, KPIs and daily route

On desktop you see a full-screen map with the planned route. Overlays include:

• Home visits, total distance and total drive time
• Practice – start and optionally return to practice (address from practice settings)

On the right, open the daily route panel. Each stop shows patient, species, time, contact and drive time to the next stop. Quick actions:

• Navigation — opens Google Maps for that stop
• Call, Patient, Contact, Appointment

Practice address

Start and return use your practice billing address. Add it under Settings → Practice so the route is calculated realistically.

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Optimize route

Optimize route reorders stops for the shortest total driving time. TheraTap uses the Google Routes Matrix API — the same premium routing technology Google uses for distance matrices between many points.

• Optimization uses real on-road drive times, not straight-line distance
• Original order restores the chronological calendar sequence
• After optimizing, a notice appears if the order no longer matches appointment times exactly

Tip

Schedule appointments in the calendar in your preferred daily order. Optimize when you want to save miles — and reset if needed.

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What is considered?

• Home visits on the selected day — only appointments with a patient and usable address
• Chronological starting order — first by appointment time in the calendar
• Stable address for horses — when stored, the barn location is used instead of the owner’s address
• No duplicate stops — multiple appointments at the same location are merged
• Skipped appointments — missing addresses are shown as a hint so you can fix them

If the routing service is temporarily unavailable, TheraTap shows estimated drive times (straight line) — indicated by a badge in the header.

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Prerequisites

• Profi or Praxis plan — tour planning is included in these tiers
• Patient addresses — street, postal code and city (or coordinates) on the patient or contact
• Practice address — for start and return in settings

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Related topics

• Calendar
• Offline mode
• Contacts & patient records