Schedules, Appointments and Tasks can all be created as recurring events. Documented Events Case Notes cannot recur.
Option 1: From the Relationship Management Module:
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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. The basic required information is the same as for a stand-alone event of the same type.
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Many items such as Attributes, Extra Charges, Pay and Bill overrides and Notes will be copied to schedules created from this recurrence master. Documented Events Case Notes attached to the recurrence master will not copy and only exist on the master record. |
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.
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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 Job Detail (Contract).
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These options are only available when adding a new recurring schedule. For other types of events, or when editing a previously created recurrence master, you will need to directly edit the recurrence pattern if you wish to change how events are generated. |
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- Select No End Date 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 on the screen 'Add/Edit a Recurring Schedule' to save the Recurring Schedule/Master Schedule.
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