Bulk Staff and Parent Verify (Beta)

Owned by Dawn Mackey
Jul 21, 2022
3 min read

Important: Best practice for capturing staff or parent verifications is same-day when service was provided.

This feature was built for customers who have admin staff manually entering staff time from other source time log documents and needed a way to bulk verify these appointments.

Permissions

In company account>roles>select:

  • Appt List

  • Type of access (Calendar of User or All Staff/Clients)

  • Bulk Verify

Good to Know: The bulk verify feature is only available in the Appointment List area of the Scheduler so check that users have access to this area of the Scheduler.

Bulk Staff Verify

In Appointment list>enter date range and other search parameters

Check appointments desired THEN select Actions>Verify Staff

The user has 2 options:

  1. Digitally Sign in the Signature Box -or- 2. Select the “Use the signature on file” option

If the user chooses #2 option, THEN the system will apply the signature present in the staff member’s profile to the appointments that can be verified.

Good to Know:

Bulk Parent Verify (Parents must be present with staff)

In Appointment list>enter date range and other search parameters

Check appointments desired THEN select Actions>Verify Parent

System will show how many appointments are *eligible for the parent to sign.

Good to Know:

  • Parents must be present with staff to sign appointments in bulk. This feature is not available for parent guardians with Rethink logins.

  • Appointments that were previously verified cannot be verified again.

  • Appointments tagged with No Authorization may not be bulk verified if company setting does not allow. To learn more about the setting click on this link: Allow/Block Users from verifying appointments tagged as "No Authorization"