0
Declined

HOLD Feature for Schedules

Shie Gorman 5 years ago in Scheduling updated by Lisa Izzo 4 years ago 1

When a client goes on hold you can change them to inactive but you can not hold the schedule it is beneficial to  an agency/company to use this feature so we can  ensure the clients records are well maintained and HOLD the schedule and then reactivate when client is ready to resume services. 

You don't necessarily want to have to cancel each shift daily  and run the risk of billing a client when they have not received service. 

You also don't want to have to delete a schedule or future schedule should the client resume. 

Declined

You could change the status of the shift to Cancelled by client for a range of time.