In an effort to limit users editing dates and appointment times for appointments that have existing session notes and/or verifications present, the system will now only allow users with Edit Verified Appointment Permission to make these types of changes.
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*The Session Note timestamp being referred to in the above pop-up is the timestamp of when the note was created.
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Good to Know:
If an appointment is staff verified, users with and without ‘Edit Verified Appointments’ permission cannot edit the scheduled date or times of the appointment.
In order to change the verified times of a staff verified appointment, user’s with ‘Edit Verified Appointments' permission can use the staff verification pop-up
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Appointments with Session Note Drafts: If there is an appointment with a session note draft that has not been verified and user changes the date of the appointment to a date later than today’s date, they will see messaging that let’s them know that the session note will be deleted. |
Good to Know:
If user chooses “Save Anyway” option, the audit trail of the appointment will have a modified field showing the removal of the session note
