Recurrence editing

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Angela Famiglietti - Forum Moderator

• September 30, 2020 17:00
• Edited

Scheduling visits as a recurrence is a great way to schedule repetitive visits at once. However, sometimes schedulers need to make changes to visits on only one day of the week in a recurrence. This functionality is available through our split recurrences functionality. https://alayacare.zendesk.com/hc/en-us/articles/360039173072-How-do-I-split-multi-day-Recurrences-for-Clients-

What other improvements would you suggest for recurrence editing?

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  Arif Muzafar

  • September 30, 2020 00:43

  How are you currently adding a recurring visits Angela?

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  Amy De Klerk

  • September 30, 2020 01:03

  I'm a bit confused by this question - we are currently able to edit a single occurence in a series of recurrences without editing the others. can you please clarify? 

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  Regan Jones

  • September 30, 2020 01:47

  In regards to recurrences - it would be great when editing a recurrence (time or date) that the notes are maintained for the new recurrence.

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  Angela Famiglietti - Forum Moderator

  • October 01, 2020 14:41

  Hi Arif, 

  This article describes how you can create a basic recurrence: https://alayacare.zendesk.com/hc/en-us/articles/228106127-How-do-I-create-a-Recurrence-for-a-Client-

  If you're looking to create more complex recurrences, I'd recommend checking out this resource: https://alayacare.zendesk.com/hc/en-us/articles/115001006948-Complex-Recurring-Visit-Scheduling

  Once your recurrences are set up, you have several editing options, including the one mentioned above.
  Please feel free to let us know what you think of the recurrence editing options available and suggest ones you'd like to see in the future!

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  Angela Famiglietti - Forum Moderator

  • October 01, 2020 14:54

  Hi Amy, 

  That's correct, we do currently offer the option to edit a single recurrence by splitting multi-day recurrences. 

  We want to continue improving our recurrence editing, so if you have any suggestions for new functionalities that would help you better edit recurrences, we'd be happy to hear them! 

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