UPDATE 3/11/22: Rethink has added functionality to the Website application. This feature was previously only available on the Rethink App.
How can I enable this feature? |
Go to Company Account>Scheduling
Scroll Down to the setting: “Allow users to verify billable appointments with No Authorization”.
Staff will be BLOCKED from taking any actions on appointments tagged as “No Authorization”. | |
Staff will be ALLOWED to take actions on appointments tagged as “No Authorization” |
ON RETHINK WEBSITE - VERIFICATIONS (new as of 3/11/22) How will staff or parents know they cannot take action on an appointment with NO authorization? |
When Staff hovers over verification options in the appointment detail screen they will see a message:
“You are unable to verify this appointment due to this client currently lacking authorization. Please contact your admin to add an authorization”
NOTE: Parents logging in will see the message: “You are unable to verify this appointment due to this client currently lacking authorization”.
ON RETHINK WEBSITE - Session Notes (new as of 3/11/22) |
When user clicks on the Session note tab in the appointment detail screen, they will see a message:
“You are unable to complete a session note for this appointment due to this client currently lacking authorization. Please contact your admin to add an authorization.
ON RETHINK APP-How will staff know they cannot take action on an appointment with NO authorization? |
When user opens their appointment from the calendar menu on app, user will see message: You are unable to verify this appointment due to this client lacking authorization. Please contact your admin to add an authorization. |
What appointments are included as No Authorization? |
Any billable appointment that has “No Authorization” added to the service and billing code in the appointment detail.
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.
What appointments are NOT included as No Authorization? |
Funder Billing Codes that are set up to bypass the authorization feature