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There are numerous ways to get to the screen Setup a Recurring Schedule. Let's look at the options:Schedules, Appointments and Tasks can all be created as recurring events. Documented Events cannot recur.

Option 1: From the Client or Caregiver Relationship Management Module:

• Open the Client or Caregiver Relationship Management Module. Select the record of the person for whom you want to set up a recurring scheduleevent.

• Click on the Recurring Schedules Events tool under the Scheduling drop down in the ribbon at the top of the screen.

• Click on the Add tool in the Recurring Schedules toolbar to open the screen Setup a Recurring Scheduleappropriate tool under the Add drop down on the toolbar to add the corresponding type of recurring event (Schedule, Appointment or Task).

Option 2: From the Client Calendar or Caregiver Calendar Module:

• Open the Client Calendar or Caregiver Calendar Module. Select Calendars Module and select the record of the person for whom you want to set up a recurring schedule. Their calendar will display on the screen.

• Move your cursor to Click on the date on the Calendar you want the first schedule to take place.

Method 1: Right click your mouse and select the New Recurring Schedule option from the drop down menu. This opens the screen Setup a Recurring Schedule.

OR

Method 2: Look at the Calendar tool bar. Click on the drop down arrow next to the Add tool. Select the New Recurring Schedule option from the drop down menu. This opens the screen 'Add/Edit a Recurring Schedule'.

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• Click on the appropriate tool under the Add drop down on the toolbar to add the corresponding type of recurring event (Schedule, Appointment or Task)

NOTE: The calendar is also available within the Relationship Management Module under the Scheduling drop down in all tabs.

Setup the Template for the Recurring Event

In the setup screen for the recurring event, enter the basic information for the schedules that will be created.
When should this schedule occur? Enter the first date the schedules should begin, the time of day and length of the schedules.
Who will be involved? Enter the Client for whom this recurrence is being created. You may also enter a Caregiver for this schedule, but this is not necessary to complete the
schedule set up. (If you select a Caregiver, this person will appear as the Caregiver in all schedules created from this Recurring Schedule/Master Schedule.)
Who authorized this schedule? Enter the name of the Payer who will be responsible for payment of these schedules. If you aren?t sure, click on the magnifying glass next
to the Payer field to view all authorizations for this Client. Select the appropriate Authorization, then click OK. Now the Payer and Call Type fields are populated with the
information from the Authorization.

Now you need to add the Recurrence pattern to your Master Schedule:
Click on the Recurrence Tab at the top of the screen 'Add/Edit a Recurring Schedule'. Various recurrence tools are in the ribbon. You can select from one of the Quick Entry
recurrence tools (Entire Week, Weekday, or Day of the Week), or create your own pattern using the Recurrence Pattern tool.
Example: Use the Quick Entry tool Monday, to set up a schedule to recur every Monday.
Use the Recurrence Pattern tool to set up a recurring schedule for every Monday, Wednesday and Friday; or for a schedule to occur on the 15th of every month.

If you select one of the Quick Entry recurrence patterns, you will receive a prompt asking you to verify this schedule pattern. You may receive a warning and errors
message if there is a potential problem with the recurrence. Click Yes to ignore the errors and create the schedules; click No to return to the Recurring Schedule/Master
Schedule and correct any error(s).

The schedules you just created will recur for the entire period the Authorization is valid, unless you specify otherwise. To limit the length of time the schedules will recur, click
on the Recurrence Pattern tool in the ribbon at the top of the screen. The screen Setup a Recurrence will open. In the section Range of Recurrence, click on the End Date
button and enter the date you want the schedules to end.

Click Save to close the screen. Then click Save on the screen 'Add/Edit a Recurring Schedule' to save the Recurring Schedule/Master Schedule.

Now you will be able to see the recurring schedules in the calendars and other schedule module screens.

If you use the Recurrence Pattern tool to create recurring schedules, the screen 'Add/Edit a Recurring Schedule' opens. Make sure the box Is Recurrence Active? is checked. Then
select The basic required information is the same as for a stand-alone event of the same type.

Set the Pattern for the Recurring Event

To create events based on the recurrence master, the pattern for creating the new events must now be set.

A recurrence may be created with a simple weekly pattern using one of the Quick Entry options in the ribbon, or a specific pattern may be configured by directly editing the Recurrence Pattern.

To create a Recurrence using a Quick Entry pattern (Recurring Schedules only):

To quickly create an open-ended weekly recurrence, check any of the Day of Week check boxes in the ribbon in the "Create Individual Weekly Recurrences for" group.

Also select how often the schedules will occur - "Every (1-4) Weeks". (This will default to creating schedules every week.)

When the recurrence is master saved, this will create and generate a separate recurrence for each day of the week, with no end date. Events will be created out as far as the "Minimum Months to Recur" option in the Date and Time Settings tool in the Agency Office Module, or the end of the Authorization (Contract).

To create a Recurrence by directly specifying the pattern:

If you wish to have the recurrence end on a specific date, or create schedules on a different pattern than a simple weekly pattern, you will need to edit the pattern directly. This gives you very precise control over the recurrence.

Make sure the box "Is Recurrence Active" is checked. Then select the recurrence pattern choices to identify the type of pattern, how often the pattern should occur, and when it should occur.

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Recurrence patterns can be:

• Daily - occurs every X days
• Weekly - occurs every X weeks, on selected Day(s) of Week
• Monthly - occurs every X months, on selected Day of Month (1-31)
• Special Monthly - occurs every X month, on First/Second/Third/Fourth/Last 
  Example: occurring on the Second Saturday of every 2 months
• Yearly - occurs every X years, on selected date of year
  Example: occurring on February 14 of every year
• Special Yearly - occurs every X years, on special option of selected month
  Example: occurring on the First Sunday of January of every year
  
  

In the section Range of Recurrence, select how long you want the recurrence to run.

• Select No End Date

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• to create an open-ended recurrence. Events will be created out as far as the "Minimum Months to Recur" option in the Date and Time Settings tool in the Agency Office Module, or the end of the Authorization (Contract).
• Select End Date if you wish to limit the length of time the schedule will recur and enter the preferred end date.

Generating the Events

Click Save to close the screen. Then click Save on the screen 'Add/Edit a Recurring Schedule' to save the Recurring Schedule/Master Schedule. You may receive a warning and
errors message if there is a potential problem with the recurrence. Click Yes to ignore the errors and create the schedules; click No to return to the Recurring Schedule/Master
Schedule and correct any error(s).Now you will be able to see the recurring schedules in the calendars and other schedule module screens.