Recurring Schedules

Recipients that will be receiving services for an extended period can have Recurring Schedules created for them. This saves time by preventing you from having to schedule a recipient every time they need to receive service. The Templates tab allows you to schedule each day of the week by time and by DCW/Employee.

1. Locate your recipient and open their profile.

2. Select the Schedules tab.

3. Select Create Template. 

4. Complete all required fields, then select Add Event.

5. Continue to Add or Edit schedule templates until all templates are complete for this client.

NOTE: Be sure the template is under the correct day of the week column. For example, if a template is created under the Tuesday column, when the schedules are generated, that template creates schedules on Tuesdays.

6. Select Generate to create schedules for this client to match the Recurring Schedule Templates. Schedules are created from today through the Generate Through Date (next to the Generate button).