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How to End Date a Recurring Schedule

This article will review how to end a recurring shift.

In the event that a recurring shift needs to be  updated, follow the steps below.  

Note: If the client is being discharged for any reason, all schedules will automatically end once the status is updated.

Step 1: Access the Client Schedule

Step 2: Use the Quick Action Menu to select Edit Recurrence

Step 3: Select End Recurrence 

Step 4: Enter End Date and Select End.  Repeat this process for each day of the week in the recurrence 

Note: You will receive an error if you are attempting to end a recurrence in the past with visits that are already completed.  Be sure to verify the last date of service on that recurring shift prior to selecting a date. 

The Recurring Shift will end at the date entered and will reflect on your tenant and Mobile App immediately upon saving.