Unarchive Appointments.
On the Desktop application users with permission will have the ability to unarchive Auto-Archived Appointments.
*This feature is the result of customer feedback requesting they have the ability to unarchive appointments instead of sending requests to Rethink Support.
See the following tutorial for more details on Auto-Archived Appointments: Auto-Archived Appointments.
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1 | Settings Permissions | Go to Settings>Scheduling Settings>Unarchive Reasons See option to “Allow Staff to unarchive auto archived appointments”
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2 | Set Staff Role Permissions | Go to Settings>Staff Member>Roles>Click Edit Permissions on the role you wish to edit. Under scheduler permissions, click the “unarchive appointments (Auto Archived Only) checkbox to provide users assigned to the role permission. |
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3 | Manage Unarchive Reasons | In Settings>Scheduling Settings>Unarchive Reasons Users can add and edit unarchive reasons, which will be used to explain why an appointment is being unarchived
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4 | Unarchive button | In an archived appointment, user with permission will see a button labeled “unarchive”.
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5 | Unarchive Appointments | After clicking the unarchive button, the user will be given two prompts: Prompt 1: confirm you want to unarchive the appointment
Prompt 2: IF user selects “unarchive”, then user will need to select a reason for unarchiving the appointment Then click “Apply” The system will update the appointment to its previous status before it was unarchived AND The checkbox for “Unarchived” will be selected with the reason user selected.
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Why is this allowed? So users do not need to send tickets in to request this task be completed by Rethink which could take longer than customers desire. |
6 | Unarchived Audit Trail Records | When an appointment is unarchived an “Unarchived Appointment” record will be generated in the appointment audit trail AND in the Audit Trail Report (In the Reporting section of Rethink) |
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7 | Identify un archived appointments in the Billing and Payroll Export | In the Billing Export Un archived Appointments will display with Validation “Unarchived-unarchive reason selected” In the Payroll Export (Timesheet Entries and Non Payable Tab) Un archived Appointments will display with Alert “unarchived-unarchive reason selected”
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8 | Filter for Un-archived Appointments in appointment list | In the appointment list, select the new filter “show only un-archived appointments” if you want to only see unarchived appointments in the list view.
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9 | Viewing an unarchived appointment on mobile | On appointment details view in mobile browser and app, the user will be able to see if an appointment has been unarchived, along with the reason the appointment was unarchived. Mobile Browser: Mobile App: |
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