The Appointment List will generate a list view of appointments. This view can be used as a report as there are many different filtering capabilities that can be used to help audit for specific criteria such as incomplete appointments or appointments with billing issues. Utilizing the Appointment List for review purposes can help supervisors to review session notes/leave comments on session notes for staff, help to ensure that services were delivered/completed as planned, and assist Billers and Payroll specialists in reviewing what is ready/not ready to be billed to funders or paid to staff, prior to running the Billing Export or Payroll Export.
Action | Description | Good to Know |
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Navigating to the Appointment List | Select Scheduling and navigate to the Appointment List  | Only users that have the “Appointment “Appt List” permission will be able to see this view of the scheduler  Image Added |
Appointment List Filters | Click on the Filter to show or hide the filtering options  Image AddedFiltering Options: Appointment ID Must set specific date range Place of Service(s) Client(s) Staff Member(s) Appointment Type(s) Service Line Service Name(s) Appointment Location(s) Appointment Status Scheduled- Appointment has been scheduled, but has not yet occurred Needs Verification- Past time of the appointment, but appointment has not been completed based on your Company’s definition for completed appointments Completed- All appointments that meet the requirements of completion Cancelled- Any appointments that need to be rescheduled, have been rescheduled, or cannot be rescheduled Archived- Any appointments that were archived due to a staff change, client change, staff/client change, or deleted prior to app sync
Session Note Status No- A note has not been entered Draft- A draft version of a note has been completed, but not yet saved Yes- A note has been completed and saved Reviewed- A completed note has been reviewed Remote Parent Review Pending- Note is pending parent/guardian review and signature Remote Parent Review Complete- Note has been reviewed and signed by parent/guardian
Appointments with Billing Issues Appointment Pay Type(s) Authorization Requirement Created or Modified FromCreated or Modified To /To Dates Validation Column Client Options: Include Demo Clients Show Only Unarchived Show Only Uncancelled
When filters are set, select Submit to view the updated Appointment ListBest practice recommendation is to utilize the Appointment List prior to running payroll or billing through the Reporting Dashboard so you can search for incomplete appointments within a certain date range Date range cannot exceed 92 days | The options listed for each filter are based on Company specific information By default, most filters are set to include ALL options which means the Appointment List will pull over all data within the chosen date range unless you specify otherwise
By default, the Staff Member’s filter is set to the individual who is pulling the Appointment ListFor many of the filtering options, you can select one, multiple, or none. Leaving any filters blank will pull in all within that category Best practice recommendation is to utilize the Appointment List prior to running payroll or billing through the Reporting Dashboard so you can search for incomplete appointments within a certain date range
Appointment Status: For Non-billable and Travel appointments, all that is required is a staff verification. For billable appointments, it could also require a parent verification and/or a session note. Appointment status is based on what requirements for billable appointments are entered in Settings>Scheduling Settings>Basic Info When the Appointment List is filtered using the “ALL” option, or any of the cancelled or archived options, the Total Hours at the top will include the hours of any cancelled and archived appointments
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Appointment List Header Information | The Appointment List will show: At the top, the total number of hours based upon the filters set Validation Appointment Type Appointment Tag Service Line and Service Appointment location Place of Service Hour, Day, Date, and Time Client Staff Member Status Session Note Staff and Guardian Verification Notes Appointment ID Actions
| By hovering over each of the headers, there is the ability particular headerheader. Clicking on the same header twice will reverse the sort order. The validation column will show any alerts that might require attention such as if there is a staff/client overlap or billing issues Appointment location is the secondary location designated on an appointment, not place of service If any cancelled or archived appointments are pulled in, the total hours calculation will include the hours of any cancelled or archived appointments If
there was a geotag on the appointment for either the staff or guardian verification |
Viewing Appointment Details | Under the “Actions” column, users can select “Edit” to open and view an appointment occurrence or series.  | Users can view the staff and parent verifications, and session notes of completed appointments If given appropriate access, users are able to edit appointment details from this view. This is also dependent on if the appointment has already been verified or not. Once the appointment view is closed, the Appointment List will return with all of the previously set filters still in place
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Completing Bulk Actions | When viewing the Appointment List, users can select specific appointments or select all appointments using the check boxes to bulk delete, cancel, or verify the selected appointments at once  Bulk Delete: Check appointments desired, then select Actions>Delete Confirm you want to delete all selected appointments
Bulk Cancel: Check appointments desired, then select Actions>Cancel A cancellation details window will open and show you how many appointments will be cancelled Choose whether the family cancelled or the staff cancelled and complete the remaining fields as needed. Click Save
Bulk Staff Verify: Bulk Parent Verify: Check appointments desired, then select Actions>Verify Parent The system will show how many appointments are eligible for the parents to sign Parents should complete the verification by signing, and entering their name and relationship
| Users must have access to “Delete Appointments” in order to bulk delete appointments Billable, Non Billable, and Travel appointments me be deleted in bulk Users must have access to “Edit Appointments” in order to bulk cancel appointments Only Billable and Non Billable appointments can be canceled in bulk. Travel appointments cannot be canceled in bulk Appointments with a status of “Complete” cannot be canceled in bulk Previously canceled appointments cannot be canceled again using this feature Users must have access to “Edit Appointments” and “Bulk Verify” in order to bulk verify appointments Bulk staff verification is not recommended as best practice as it only allows users to verify the scheduled start and end time, and does not allow users to enter the actual start and end time of the appointments. Appointments that were previously verified cannot be verified again using the bulk feature Appointments tagged with “No Authorization” may not be bulk verified if Company Account Setting does not allow. Parents must be present with staff to sign appointments in bulk. This feature is not available for parent guardians with Rethink logins.
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Exporting to Excel | Users can export the Appointment List to Excel to view additional information  | The excel spreadsheet will show additional information on appointments such as: When the appointment was scheduled When the appointment was modified Staff and Guardian Verification address if obtained Pay Code used
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