Manage Verified Appointments

Permission to Edit a Verified Appointment

In order for a Role to have access to Edit a Verified Appointment

Select the “Edit Verified Appointment” permission:

Open

• Permissions can be managed through the desktop browser only

• typically only supervisors or admin level staff will have access to edit an appointment that is already verified

Edit a Verified Appointment

To Edit an appointment that is already verified

Open applicable appointment

Make applicable changes to the appointment details.

Client Name and Start & End Time cannot be edited in the appointment details

Open

To adjust an appointment time

Go to the staff verification

Select View Signature

then select Edit

Then adjust the actual time as applicable by either

Typing in the actual start or actual end time

or

Selecting the actual start or actual end time from the drop down

When complete, select VERIFY

To edit an appointment that is already verified

Open applicable appointment

To edit the appointment time

Select Verification

Then select the staff signature details

Then update the applicable time and select Verify

To edit any appointment details other than session time:

Select Edit Occurrence & follow the steps outlined in the Add & Edit Appointment tutorial

• Appointment Date cannot be changed if staff verification, parent verification or session note has previously been completed.

• If a staff member with Edit Verified Appointment permission updates an appointment - the original staff verification timestamp will remain as the timestamp of the staff verification of the appointment

• If any fields are updated in the appointment details other than the verified time of the appointment AND a session note has already been completed, you will want to be sure to go into the session note and re-submit the note to update the copy of the Session Note saved to the client’s file cabinet

  • It is best practice to make some sort of admin note within the session note to acknowledge the re-saved note i.e. “Admin updated time M/D/YYYY”

Permission to Delete a Verified Appointment

In order for a Role to have access to Delete a Verified Appointment

Select the “Delete Verified Appointment” permission:

• Permissions can be managed through the desktop browser only

• typically only staff with the highest level of access to the system (i.e. Role 4 or System Admin users) will need access to delete a verified appointment

Delete a Verified Appointment

Open the applicable appointment

Select Delete

• Once a verified appointment has been deleted from the system, it is deleted permanently

• Once a verified appointment has been deleted from the calendar it will no longer display:

  • on the scheduler

  • on the billing export

  • on the payroll export

• When deleting a verified appointment IF a session note has been entered with the appointment, the session note will remain in the client’s file cabinet as part of their record

  • If you would like to delete the session note from the client’s file cabinet follow the steps below

Go to the applicable client’s profile

Go to the client’s File Cabinet

Go to the Session Notes folder

Locate the session note you would like to delete

Select Delete