Batch Edit Multiple Schedules with Edit Events

You can edit multiple scheduled visits at once using the batch edit feature in the Scheduling Module. This is helpful when you need to change an employee or service on more than one scheduled visit.

1. Navigate to the Scheduling module.
2. Use the quick filters to narrow the search for a client’s schedule. 
3. Then select a schedule or schedules using the checkboxes in front of the scheduled visit(s) or select the box in the column header to select all visits in the display. The Edit Events button will appear. 
4. Select Edit Events. The number in parentheses shows how many events you will edit in this process.
   

In the Edit Events window, edit the fields that you need to adjust for the selected visits. You can replace the Employee, Client, Service, and Start and End times, among others.
 

6. Select Save Changes. You will then see a notification with any conflicts caused by the change. In the image below, no conflicts are indicated. 
    
7. Then, review the Summary window and select Save Schedules to accept. The visit(s) will update with the new information. If there are conflicts to resolve, choose Cancel to make additional adjustments.
    

If your program requires a reason code for the schedule change, you will be asked to choose a Reason Category and the Reason Code for the change. Notice the Code, Name and Initiated By columns when you choose the Reason Code. If needed, choose the Resolution reason and add notes, then select 
Save Changes.