Adding an Inactive Period

If a client needs to pause service for any reason you can add an inactive period to account for this. To begin, click the Schedule button on the Clients Summary tab.

 

On the Schedule Manager click the Add Inactive Period button.

 

The system will prompt you to enter a From (start) date, you have the option to end a through (end) date. Select the first date that the client is suspending service. 

 

In the example below the client is out of town for a week and has paused services while they are visiting family. You'll notice that the existing schedule does not have an end date, so that once the inactive period is finished the schedule will resume normally. 

 

Anytime a client has an inactive period this will be reflected on their planner just like when a caregiver is unavailable.

 

A few things to keep in mind about inactive periods:

• If you leave the through (end) date empty the system will mark the clients planner as unavailable until a date is entered. This can be helpful if a client has a slip, trip, or fall, and you are unsure when the client will return.
• An inactive period will remove shifts that were already assigned.