There are two methods to add a recurring schedule to your client's authorization. Both of these will be reviewed below.
Method 1
Step 1: Navigate to your client's profile. Select Authorizations.
Step 2: Select Add Recurrence to the right of the authorization. (If a client has multiple authorizations ensure you are selecting the correct one.)
Step 3: Fill in the recurring schedule information in the Add Recurring Schedule window.
- Start Date & End Date (end date is only required if an end date is listed for the authorization)
- Start Time & Length of Shift in Hours
- Days of Service
-Assign Staff
Click Save when complete.
Step 4: If you would like to assign the shifts to an aide, navigate to the schedule tab to edit the recurring schedule.
Method 2
Step 1: Navigate to your client's profile and select Schedule.
Step 2: Click Add Recurrence in the right hand corner of the schedule.
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Step 3: Select the authorization you would like to add a recurrence to by clicking Add Recurrence. (NOTE: If you do not see the authorization listed, select All and click Filter. This default Active view only shows authorizations that are currently active.)
Step 4:
- Enter the start date of the recurring schedule. (Note: End Date is optional unless the authorization has an end date. In which case, the end date must be equal to or before the auth's end date.)
- Select the Start Time and Length in Hours (the stop time will automatically calculate)
- Select the day of the week (you will need to repeat these steps for each day of service)
- Enter the Staff
- Click Save
Your recurring schedule will now appear within the Schedule tab.