| Note | ||
|---|---|---|
| ||
In most cases if a schedule has been created from a recurrence master and the single event should not or did not take place you should cancel the single event instead of deleting it. If you delete a single event created from a Recurrence Master and a change is made to the Master Recurrence, the Master Recurrence may recreate the schedule. |
To Delete a single event (single schedule):
Option 1 - From the Client Calendar Participant Calendar or Caregiver Employer Calendar:
- Open the Client Employer or Caregiver Participant Calendar. Select the record of the person for whom you want to delete a single schedule to display their calendar.
- Move the cursor to the schedule you want to edit. Right click your mouse and select Delete.
...
If a schedule is deleted but NOT cancelled, a prompt will ask if you wish to create a documented eventcase note. (You may want to create a documented event case note to record why you are deleting the schedule.) Select the appropriate option.
If you select Yes, the Documented Event screen Case Note screen will open pre-populated with information for the schedule being deleted; make any necessary changes to the Documented EventCase Note. Click Save to complete.
To Delete Recurrence/Recurrence Master (and all schedules created from the recurrence):
- Open the Relationships Management Module and click on the Client Employer or Caregiver Participant tab. Select the record of the person for whom you want to edit a recurring schedule.
- Click on the Recurring Events tool under the Scheduling drop down in the ribbon.
Select the Recurring Schedule you want to delete. - Click on the Delete tool in the Recurring Events toolbar.
- You will be prompted to confirm you want to delete. Click Yes.
...
After deleting the recurrence, you will be prompted if you wish to create a Documented EventCase Note. (You may want to create a documented event case note to record why you are deleting the Recurrence Master and all of the schedules). Select the appropriate option.
If you select Yes, the Documented Event screen Case Note screen opens containing pre-populated information for the recurring schedule you are deleting. Make any necessary changes to the Documented EventCase Note. Click Save to complete.
...