Improved Recurring Series Editing
Shared by Product Team
• September 25, 2025
We've enhanced the recurring series editing experience to prevent accidental changes to completed visits and provide clearer feedback about what changes will be applied.
Effective Start Date Controls
- Renamed "Start Date" field to "Effective Start Date" for clarity
- Added validation to prevent selecting dates prior to today
- Display original series start date below the field for reference
- Added inline validation with clear error messaging
- Reminder text: "Completed events will not be modified"
Enhanced Event Count Management
New breakdown table when "Count of Events" is selected shows:
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Unchanged (events in the past or that have been completed.)
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Expected (events that will be updated after editing the series)
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Total Events (total unchanged plus expected events)
Contextual Confirmation Modals
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End Date Mode: Shows date range and number of new events to be created
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Count Mode: Displays how many new visits will be added from today forward
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Indefinite Mode: Alerts about 1-2 minute processing time with reload warning
This update addresses user feedback about unexpected changes to recurring series and builds on our commitment to adding protective guardrails throughout the platform.