- Caresmartz360 Community
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Ideas
Ability to delete all shifts for a caregiver and client.
There should be some way to delete all shifts for a particular caregiver and client. The way it is now, I have to sift through years' worth of client shifts to delete all the shifts for one specific caregiver.
Answer
Thank you for your feedback. Caresmartz360 provides a variety of workflows to suit your needs.
1 - when deactivating a client, an option appears to delete all future visits
2 - when deactivating a caregiver, an option appears to move all future visits to "Open" or unstaffed
3 - There is a multi-edit function that allows you to reassign all visits to another caregiver. https://intercom.help/caresmartz/en/articles/5672712-multi-edit-option-under-schedule-calendar-and-client-s-calendar
4 - There is a bulk delete option for deleting all visits in a given date range. This is not reversible, so please proceed with caution. https://intercom.help/caresmartz/en/articles/2133013-bulk-delete-schedules
Customer support service by UserEcho
Thank you for your feedback. Caresmartz360 provides a variety of workflows to suit your needs.
1 - when deactivating a client, an option appears to delete all future visits
2 - when deactivating a caregiver, an option appears to move all future visits to "Open" or unstaffed
3 - There is a multi-edit function that allows you to reassign all visits to another caregiver. https://intercom.help/caresmartz/en/articles/5672712-multi-edit-option-under-schedule-calendar-and-client-s-calendar
4 - There is a bulk delete option for deleting all visits in a given date range. This is not reversible, so please proceed with caution. https://intercom.help/caresmartz/en/articles/2133013-bulk-delete-schedules