Page Comparison

Navigate to Company Account>Scheduling

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TIP: Do not differentiate Cancellation Types between “Client” vs “Staff” as you will first select who cancelled the appointment in Rethink and then select the Cancellation Type. Cancellation Types are not WHO cancelled but WHY an appointment was cancelled

Adding, Editing, and Deleting Cancellation Types

Step	Description	Helpful Knowledge
Click Add New Type, Edit, or Remove to customize your type of Scheduling Cancellation		Any cancellation type added will be available to use for both Staff Cancellation and Family Cancellation reasons On the appointment level, you can only select one Cancellation Type after selecting who cancelled (Family or Staff) If you add Cancellation Types under the Company Account, the system forces you to choose one (and only one) at the appointment level
Your Cancellation Type will be Active by default. Click Save		Examples: Sick, Transportation Issues, Weather Related, No Call/No Show, Under 24 Hrs Notice, Over 24 Hrs Notice TIP: Do not differentiate Cancellation Types between “Client” vs “Staff” as you will first select who cancelled the appointment in Rethink and then select the Cancellation Type. Cancellation Types are not WHO cancelled but WHY an appointment was cancelled

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For more detailed instructions on this feature, please refer to the following guide: Uncancel Appointments (Website-Desktop Only) Tutorial

Uncancel Reasons

To list specific uncancel reasons for your organization, utilize the Add New Reason button in the table to add additional reasons or the Edit and Remove buttons to modify the account defaults.

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Note: At least one uncancel reason must be present in your account.

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For more detailed instructions on this feature, please refer to the following guide: Unarchive Appointments (Website-Desktop Only) Tutorial

Unarchive Reasons

To list specific unarchive reasons for your organization, utilize the Add New Reason button in the table to add additional reasons or the Edit and Remove buttons to modify the account defaults.

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Note: At least one unarchive reason must be present in your account.

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Nonbillable Tags are required as they take the place of a service name/billing code. Nonbillable tags describe what is going on during that non-billable type appointment. Common examples are Meetings, Trainings, Material Making, PTO, and Admin/Office Time.

Adding, Editing, and Deleting Tags

Step	Description	Helpful Knowledge
Click Add Tag, Edit , or Remove to enter, edit or delete your custom Billable or Non-Billable Tags		For Billable tags, it is not recommended to duplicate your service names/billing codes as tags For example, it is not recommended to add “Parent Training” as a billable tag since you likely have a Parent Training service name and 97156 billable code you would schedule under instead
Your Billable or Non-Billable Tag will be Active by default. Click Save

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Only billable appointments meeting certain criteria will be seen as billable or payable. Customization of these “completed” appointments can be done at the practice level, with the exception of staff verification - all appointments need a staff member to verify that it occurred.

Defining “Completed” Billable Requirements

Step	Description	Helpful Knowledge
Scroll to the bottom to select which completed billable requirements are needed.		These requirements determine what your practice requires for billable appointments to be seen as “completed' and therefore ready for billing.
If you want staff to take action on appointments that are tagged as “No Authorization”, turn this feature on.		Appointments will be tagged with “NO” Authorization when: Appointment Series are scheduled with NO End Date or with a later end date than the Authorization end date Authorization dates are modified and result in existing appointments being disconnected from the authorization

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The hours shown on calendar display the time frame for the practice’s scheduling calendars. The default calendar view on the scheduler will show a 24 hour time frame.

Adjusting Hours Shown on Calendar

Step	Description	Helpful Knowledge
Scroll to the bottom to adjust the hours shown on calendar.		By default, a 24 hour period will display unless adjustments have been made. Adjusting the hours shown on calendar will adjust the calendar view but not prevent scheduling outside of the adjusted window.

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Overtime Rules

This is an optional feature to turn on. We cannot prevent anyone from going into overtime but can track it on your Payroll Export.

Turning on overtime rules allows the system to list accurate overtime calculations on the payroll export report. Overtime rules will be dependent on your state and is the responsibility of the practice to know your applicable work laws.

Turning On Overtime Settings

Step	Description	Helpful Knowledge
Scroll to the bottom to adjust the overtime settings. Select your standard workweek used for overtime calculations, the overtime multiplier, the rate the multiplier will be calculated from, and any applicable hour thresholds.		If your state has two sets of overtime calculations turn on both Overtime 1 and Overtime 2 settings. For example, if an employee makes 1.5x their regular rate after 40 hrs/week (Overtime 1) but they also make 2x their regular rate if working over 10 hrs in a day (Overtime 2). For overtime to be calculated for individual employees, apply overtime calculations must be turned on from the staff member profiles as well. Payroll must be run for the same week that OT calculations are set for