Auto-Archived Appointments-Website Tutorial
Description | Good to Know | |
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1 | IF Client and/or Staff Member are changed in the appointment THEN: The system generates an Archived Appointment and will apply one of the following statuses:
| Archived appointments will not:
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2 | IF App user syncs data to an Archived Appointment THEN: The data will connect to the archived appointment and any verifications or completed session notes will be connected.
| Archived appointments are created when:
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3 | IF APP user syncs data to a previously deleted appointment THEN: The system will “UNDELETE” the appointment and create an archived appointment Appointment will display Status: “Archived-Deleted Prior to APP Sync” |
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4 | IF any of the following changes are made AFTER an appointment is downloaded to a users APP THEN the changes made on website will override the appointment details that user synced from APP.
| Appt Date Change Example: Appt Date 4/26/21 downloaded to APP , then on website appt date is changed to 4/27/21. User syncs data for the 4/26/21 appt that is on their device. Final Record will reflect appointment date 4/27/21 with the data that was synced.
Service Change Example: User downloads appointment for Service BCBA Supervision; on website service is changed to Parent Training. Appointment Data is synced from APP with service BCBA Supervision. Final Record will reflect Parent Training Service
Appointment Type Changes Example: Billable to Non Billable or Non Billable to Billable Travel to Non Billable etc.
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5 | Users can choose to Hide or Show Archived appointments in the Individual or Group Calendar on the website
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6 | Archived Appointments can be searched using the Appointment Status filter in the Appointment List
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7 | Including Cancelled/Archived Appointments is now an updated option on the Payroll Export and the Billing Export.
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