Content Comparison

To edit or change the caregiver a single event (single schedule):
Option 1 - From the Client Calendar or Caregiver Calendar:
Open the Client or Caregiver Calendar. Select the person for whom you want to edit a schedule to display their calendar.

Method 1:

• Move your cursor to the schedule you want to edit. Right click your mouse and select Edit Selected Event from the context menu. This opens the Setup a Schedule screen.
• Change or remove the caregiver in the caregiver field. Click Save.

OR

Method 2:

• Click your mouse on the schedule you want to edit. Click the Edit tool in the calendar tool bar. This opens the Setup a Schedule screen.
• Change or remove the caregiver in the caregiver field. Click Save.

Option 2 - From the Daily Schedules Module:

...

Simply edit the single event as if it were any normal stand-alone event. Change the caregiver or make any other desired changes to the individual event and save your changes.

To edit or change the caregiver in a Recurrence/Recurrence Master Recurring Schedule (and all schedules created from the recurrence):

Option 1 - From the Client Calendar or Caregiver Calendar:

• Open the Client or Caregiver Calendar. Select the person for whom you want to edit a recurring schedule to display their calendar.
• Move your cursor to the schedule you want to edita schedule created from the Recurrence Master you wish to stop. Right click your mouse on the schedule and select select Edit the Recurrence Master Record from  from the context menu.

...

Option 2 - From the Client or Caregiver Module:Recurring Events list

• Open the Client or Caregiver Module. Select Relationship Management Module and select the person for whom you want to edit a recurring schedule.
• Click on the the Recurring Schedules tool Events tool under the Scheduling drop down menu in the ribbon at the top of the screen.
• Select the recurring schedule event you want to edit.Click on the Edit tool in the Recurring Schedules stop and click on the Edit tool in the toolbar.

THEN. . .

The Setup a Recurring Schedule screen will open.

• Change or remove the caregiver in the caregiver field.
• Click on the Recurrence tab at the top of the Setup a Recurring Schedule screen. Click the Recurrence Pattern tool to view the current Recurrence Pattern. 

• To set the point at which the change to the recurrence will take effect, change the start date of the recurrence pattern to the date the change should take effect.

  (

  Tip
  Changing the start date changes the point at which new schedules will be generated but will not remove any schedules before the new start date.

  )
• Click Save.

• Then click Save on the Setup a Recurrence Schedule screen to save the recurring schedule. A prompt asks if you wish to reset the start date.  If you have already manually set a start date above, select No. Otherwise select Yes to reset the start date.

  (Note:

  Info
  If you are utilizing Option 1, the start date for the changes you are making will be reset to the date of the schedule you were on in the calendar. If you are utilizing Option 2, the start date will reset to the beginning of the recurrence so you will want to manually adjust the start date of the recurrence pattern to be the date you want the changes to start taking effect

  )

  .

• The system will indicate how many schedules were created. A prompt asks if you wish to check for errors with the recurrence and a screen opens to advise if there are any isolated schedules.
  The schedules will be created/adjusted with your changes from the specified start date forward to the end of the recurrence. You will see the revised recurring schedules in the calendars and other schedule module screens.