Bulk Changes to Client/Employee Schedules

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12 comments

  • Official comment
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    Alexandra Dunne

    Hi Sarah Fitton,

    I wanted to circle back to you to let you know that the roadmap for 2022 will be released soon.

    Alex 

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    Amy De Klerk

    I agree that these would be really useful functions for our organisation as well. in addition, it would be great to be able to add a note to multiple client profiles at once. For example, adding a note when we send out a letter to all our tenants

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    Sara Kessler

    Can I add a bulk reassign piece to this as well? We have instances when one caregiver calls off and all of their daily visits are reassigned to another caregiver. It would be great to be able to do that in bulk instead of one at a time. 

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  • Thanks for your feedback! We'll be releasing new bulk visit editing functionalities throughout 2021, and we'll be sure to keep you updated on these functionalities as they become available. 

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    Karen Heffernan

    I would like to bulk add a service to all clients in a program.  Would be helpful during ramp up of new programs instead of having to do it manually for each client.  

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  • Hello Karen Heffernan,

    Welcome to the forum and thanks for your feedback! We have taken note of your suggestion and will convey it to our product team. 

     

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    Brian Arant

    Bulk cancelation abilities for single client multiple days would be great. It takes way too long right now. Example: a client calls and says cancel my visits for the next 7 days because my daughter is coming in to visit. The client has three visits a day. That is 21 times we have to go in and click to cancel all of these visits. Should set it up to where we can do it one time for all 21 visits.

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    BI - Forum Moderator

    Thank you for that great use case Brian Arant! I'll communicate it to the product team.

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    Lorraine Stevens

    Thank you Brian!

    I was coming here to say that as well. If a client cancels all service and they have multiple visits a day, it can be very time consuming :)

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    BI - Forum Moderator

    Hi Brian and Kim, I was thinking again about this use case, and wondered whether you had considered putting a service on hold to address it. When you put a service on hold, you have the option to select an effective date and an end date. During that timespan, any visits for the service are also put on hold, and are neither billable nor payable. In fact, it's not even possible to clock into them.

    You would need to configure some status reasons to choose from when changing the service status.

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    Cathy Lee

    Hi Sandra,

    Part of the problem with putting a client on hold is that it doesn't remove the employee from the visit, so we have to go into each visit and take the employee out of the visit anyway.  

    As well, this doesn't address the issue if you have who has daily care, but wants to cancel MWF for the coming week, then TRS next week, etc.  

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    Sarah Fitton

    Am wondering if there's an update to this? We need to take bulk visits off hold and I'm quite sure how to do that without addressing them one at a time.

    Am I right in assuming the bulk editing features have not yet been released? Hopefully I missed it (fingers and toes crossed!!)

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