Company Account Scheduling Settings

Navigate to Company Account>Scheduling

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Appointment Reminders

Appointment Reminders will allow staff and/or client contacts to receive email and/or SMS notifications for upcoming appointments, modifications to those appointments, as well as cancelled or deleted appointments.

If you would like to utilize this feature, please refer to the following tutorial: Appointment Reminders

Cancellation Types

Cancellation types are optional and allow you to create sub-categories beyond the default reasons of Staff Cancellation and Family Cancellation that you will find when cancelling an appointment. These cancellation types allow you to create more detail behind why cancellations may occur in your practice.

TIP: Do not differentiate Cancellation Types between “Client” vs “Staff” as you will first select who cancelled the appointment in Rethink and then select the Cancellation Type. Cancellation Types are not WHO cancelled but WHY an appointment was cancelled

Adding, Editing, and Deleting Cancellation Types

Step	Description	Helpful Knowledge

Step	Description	Helpful Knowledge
Click Add New Type, Edit, or Remove to customize your type of Scheduling Cancellation	Open	Any cancellation type added will be available to use for both Staff Cancellation and Family Cancellation reasons On the appointment level, you can only select one Cancellation Type after selecting who cancelled (Family or Staff) If you add Cancellation Types under the Company Account, the system forces you to choose one (and only one) at the appointment level
Your Cancellation Type will be Active by default. Click Save		Examples: Sick, Transportation Issues, Weather Related, No Call/No Show, Under 24 Hrs Notice, Over 24 Hrs Notice TIP: Do not differentiate Cancellation Types between “Client” vs “Staff” as you will first select who cancelled the appointment in Rethink and then select the Cancellation Type. Cancellation Types are not WHO cancelled but WHY an appointment was cancelled

Uncancel Appointments

The toggle “ Allow staff to uncancel appointments” is turned on by default. If Toggle is turned “off”, no staff regardless of prior permissions will be able to uncancel appointments. Staff must be provided permission in Company Account>Roles separately.

For more detailed instructions on this feature, please refer to the following guide: Uncancel Appointments (Website-Desktop Only) Tutorial

Uncancel Reasons

To list specific uncancel reasons for your organization, utilize the Add New Reason button in the table to add additional reasons or the Edit and Remove buttons to modify the account defaults.

Note: At least one uncancel reason must be present in your account.

Unarchived Appointments

Auto-archived appointments occur if certain details from an appointment are updated after the appointment has been created. These details may include a staff member or client change. The purpose of auto-archiving an appointment is to ensure that any data or session notes tied to the original appointment are not lost if updates are made and are able to be retrieved, if desired.

If an appointment becomes auto-archived by mistake or if a user decides to reverse the change, users with the appropriate permissions will be able to unarchive an auto-archived appointment.

If you would like the option to unarchive appointments, first ensure the toggle to allow unarchiving auto archived appointments is turned on in your Company Account → Scheduling settings.

Then ensure that staff members who need this functionality have the appropriate role permission set for their role.

For more detailed instructions on this feature, please refer to the following guide: Unarchive Appointments (Website-Desktop Only) Tutorial

Unarchive Reasons

To list specific unarchive reasons for your organization, utilize the Add New Reason button in the table to add additional reasons or the Edit and Remove buttons to modify the account defaults.

Note: At least one unarchive reason must be present in your account.

Billable and Nonbillable Tags

Billable Tags are not a required field because a Service/Billing Code will be attached to all Billable type appointments on the schedule. Billable Tags can be added to appointments for reporting purposes and to give greater detail to what is actually going on during that billable type appointment. Common Billable Tags are Report Writing and RBT Supervision. For example, if report writing was occurring during a billable supervision appointment for ABA, Report Writing can be used as a billable tag for clarification. For information on how to use Billable Tags to track RBT Supervision, refer to RBT Supervision Tracking

Nonbillable Tags are required as they take the place of a service name/billing code. Nonbillable tags describe what is going on during that non-billable type appointment. Common examples are Meetings, Trainings, Material Making, PTO, and Admin/Office Time.

Adding, Editing, and Deleting Tags

Location Requirement for Billable Appointments

The location can be entered on the appointment level. If you would like to require the location to be entered before a staff member can save a billable appointment, toggle this feature on. Note that the Place of Service will always be required.

If the location requirement above is turned on for billable appointments, you have the ability to control if users can manually enter an address into the appointment location address field. If you do not turn this second toggle on, the user scheduling that appointment will only be able to select locations on the appointment level that pull through from the Company Account>Locations section as well as the client’s home address.

For further details, see Manually Enter Appointment Location Address Control Setting (Billable Appointments Only)

Customize Appointment Location Field Values in Scheduler

When scheduling an appointment, Staff Home and/or Client Home can be location options to select if the toggle is turned “on”. To remove them as a location option, turn toggle “Off”.

Place of Services

Choose to default a Place of Service to all appointments and/or choose the Place of Service values staff can select in the appointment details screen.

“Completed” Billable Requirements

Only billable appointments meeting certain criteria will be seen as billable or payable. Customization of these “completed” appointments can be done at the practice level, with the exception of staff verification - all appointments need a staff member to verify that it occurred.

Defining “Completed” Billable Requirements

Hours Shown on Calendar

The hours shown on calendar display the time frame for the practice’s scheduling calendars. The default calendar view on the scheduler will show a 24 hour time frame.

Adjusting Hours Shown on Calendar

Overtime Rules

This is an optional feature to turn on. We cannot prevent anyone from going into overtime but can track it on your Payroll Export.

Turning on overtime rules allows the system to list accurate overtime calculations on the payroll export report. Overtime rules will be dependent on your state and is the responsibility of the practice to know your applicable work laws.

Turning On Overtime Settings