Discontinuing a Schedule

To end a service for a client you need to discontinue it. To do this go to the client's summary tab on their profile. Then click the Schedule button.

 

On the Schedule Manager click Discontinue Service button. The system will ask you to enter the last date of service. 

 

The system will confirm that the selected date is the last visit and will check for any visits after that date. Click yes to proceed.

 

The system will bring up a shift list with any shifts that have been assigned after the discontinued date and ask you to review them.

 

To complete discontinuing this service we need to unassign the shifts. Once you have highlighted one shift, if you click Ctrl + A, this will select all of the shifts in the window. You will know you did it correctly when all of the shifts have a light blue highlight. 

 

Once all of the shifts are selected go to the File menu and select Unassign Selected Shifts. 

 

You'll know the shifts are unassigned because the status should update in real time in the window.

 

Now that there are no assignment conflicts you can go back to the schedule manger and click Discontinue Service and confirm the date again.

 

A few things to keep in mind about discontinuing services:

• If a client has no active services their overall status will change to discontinued. 
• You can always update a client from Discontinued to Active again by adding another service or schedule.
• We recommend adding a reason as to why the service was discontinued.