Edit Services: Mass Move
Users may need to reschedule, reassign, or discontinue multiple services for a resident (for instance, due to a resident move). Our "Mass Move" tool will allow you to do so easily and efficiently!
Instead of editing services individually, Mass Move will allow you to quickly select a group of services to assign/reassign to a different time, different provider, OR to discontinue multiple services.
Mass Move Services
- Go to a resident's service list
- Click on a service; hold the Shift or Control key on your computer and continue to click to select multiple services (selecting residents that will share a common assignment time or provider).
- On the pop up window that appears, select either the option "Change Services" or "Discontinue Services"
- Enter the new provider if applicable
- Enter the new service time if needed
- Select the days to set all days to the same day if needed
- Press OK when you are done
All the services will be changed to the same day, time and/or provider
- Click the end date field
- Select the date on the calendar
- Press OK
All the services will be ended based on the effective date