POC Hold Events Updates

The offices need to be able to place a hold at a client level
- The hold options need to be expanded to include the other options from the PS exceptions menu
- This allows for visibility to the Branch
- Also allows for simplified reporting/tracking for all on hold clients
The hold should not end the templates
- This allows the templates to continue to auto extend and provide visibility in financial projections
- Need to confirm
The hold should only cancel services for 7 days from the hold begin date (or current date if the hold is in the past) when entered
- This prevents fluctuations on the Utilization/TDR reporting when clients move in/out of hold events
- This also ensures that the office is required to review the client’s schedule each week to determine if services should be restarted
A weekly process (job) should be created in the system that will evaluate all open holds and cancel any scheduled visits for the next 7 days
- This would allow the user to create a hold without an ending date, but have the system only cancel 7 days at a time. This allows visibility for the Branch to force them to re-evaluate that client’s services to determine if they need to be restarted. If they do not end the hold, the system will cancel another week for them automatically.
We would remove the PS exception option since it would be part of the overall ‘Hold’ options and the process would be ‘standard’ for any hold