If you wish to change which Interventions from a Client's Care Plan must be completed during a scheduled Visit, you can do so by editing the Visit details.
You can edit the Interventions for either a one-off Visit or a single Visit that is part of a Recurrence. It is not possible to change the Interventions for an entire Recurrence as the timing of Interventions is determined by the Intervention's Frequency Type.
To begin, click on the Visit you wish to edit in the Client's Schedule (or from another scheduling page in AlayaCare) and select More Details to open the Edit Visit dialogue box.
Select the Edit tab.
All Interventions tied to the Visit will be listed in the Interventions section. Click the pencil icon to add/remove items from the list.
In the Edit Interventions dialogue box, you will see all the Interventions that have been added to the Client's Care Plan. Click to check and uncheck the boxes next to the Interventions you wish to include on the Visit.
When you have finished, click Save. Your changes will be applied to the Interventions section of the Edit Visit tab.
Click Update Visit to save your changes to the Visit.
Note that once an Employee clocks in to a Visit, it is not longer possible to edit Interventions from the Edit tab or add required Interventions. All updates should be made from the Service Tasks tab.