It is recommended to avoid deleting shifts as a best practice. If a shift was entered in error, you can delete shifts that have been canceled. This functionality ensures that shifts, which must remain on the schedule, are not mistakenly deleted. A deleted shift cannot be monitored or tracked.
Advice on Deleting vs. Canceling Visits
Cancellation: When the visit is called off by the client, staff, or office.
Modify Shift or Recurrence: adjust the schedule or terminate the current recurrence to create a new one if the service type changes.
In case a visit was entered by mistake:
Step 1: Ensure the visit has no ongoing activity.
Step 2: Hoiover over the shift to view the Quick Action feature, select edit to update the recurrence end date. This will remove all but one shift.
Step 3: On the remaining shift, use the Quick Action feature to cancel the visit and choose "Other" as the reason to prevent it from generating a billable or payable occurrence.
Step 4: Choose on Grid on the client schedule
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Step 5: Select the Delete Icon next to the line item
Note: you may only delete canceled visits to ensure completed visits are not removed.
If you attempt to delete a visit that is not marked as canceled, you will receive an error message.