Question: In contact history to access planning guides, if a parent no-shows/cancels how do we transfer that planning guide to the new scheduled date?
Answer: When a parent No Shows or Cancels, go to the Contacts, and for that visit, click on the "Edit" icon on the right (the pencil). When the Edit screen comes up, change the visit type from Private to No Show or Canceled. Click Save at the bottom. If there is a PVR or Planning Guide, it will ask you "You have a PVR created for this contact. Do you want to save the PVR data by rescheduling a private contact?" Select "Yes" and enter your rescheduled date. If you say "No", then it will delete the PVR or Planning Guide.
If you haven't rescheduled the visit yet, wait to change the status of the visit until you have rescheduled. This will help to not delete any visits records.
