Tyson Edwards: It would be really helpful to add No Show to this filter

Cherie Blickenstaff: We removed "No Show" because it was the same as "Missed". You would use "Missed" to see the missed appts. Is that what you're needing?

Tyson Edwards: Ideally the cancelation reasons would be Client cx, Prac cx, R/S, Late cx, No Show. Then for each you can still put that they were sick or whatever the reason, but all the cancelation pieces are in the same place. It would be simpler to have it here rather than going to the other menu to mark it as a missed appointment. No Show was requested as a cancelation option by a number of people in this thread.

Cherie Blickenstaff: I agree. That part we just still have to do.

Tyson Edwards: When you filter by Late Cx, if you export csv it is blank

Tyson Edwards: This is working much better, thank you for these updated. Now that you can filter by these moving missed/no show here so everything is in one place makes sense. Keep the missed functionality but put everything in one space.

Tyson Edwards: How do I get the timeline to show this? I went toa client's timeline, hit the filter list in the top left, but none of these showed up.

Wendy Molinaroli: You would just hover a canceled appt in the timeline and it will show in a tooltip.

Cherie Blickenstaff: we can look into this.

Cherie Blickenstaff: This has been fixed today. Thanks for reporting.

Tyson Edwards: As a side note, it would be handy if these comment threads could have better nesting so you can see which comments are actually being responded to

Cherie Blickenstaff: Agree! I was referring to the CSV.

\

Tyson Edwards: The cancelation type would be perfect for us. Are we able to edit the cancelation or do we have to uncancel and recancel to change the type?

Tyson Edwards: just cancellation type is fine

Tyson Edwards: I like both options, especially for emergency or sick.

Tyson Edwards: i tihnk just the cancellation type. I personally find the other options that show not needed.

Tyson Edwards: we also need the ability to change the cancel type. right now you have to reactivate it, then cancel it again.

Tyson Edwards: Just cancellation type (for my needs).

Tyson Edwards: Just the main cancellation types would be perfect

Tyson Edwards: just cancellation types would work. Is it possible to add “No Show” back to the Cancel Type? It was there before and made it easier for providers since it was all in the same place and will make it easier when filtering as well.

Tyson Edwards: I like both options and would like No Show included in Type

Tyson Edwards: filter for just cancelation type is all we would need for my group. the reason being there is needed and a big help but we don't need to filter for it. I would like you to keep NO SHOW on the list of cancel types as we are much less patient with those that no show.

Tyson Edwards: I just canceled an appt today and used this for the first time! I love the options, and the ability to specify a "type" and a "reason". Thank you!

Tyson Edwards It seems like it is showing as "add note" in the appts list even if canceled, that is kind of messy for us. I would like to be able to set it so that if the appt is canceled it either automatically generates a note that describes the cancelation or set it so that it does not show up on the "missing notes". It would also be helpful if the reason for the missed appt showed up on the export or somewhere we could see a list of dates and reasons by patient as we have to send that in when we get audited to show why we are not in compliance with the plan of care.

Tyson Edwards: I would really like to keep rescheduled

Tyson Edwards: Please keep “Client Rescheduled “. Frequent rescheduling can be a problem (i have a particular client in mind) and this is very helpful for me to track to support keeping boundaries.

Tyson Edwards: I would really like to keep “rescheduled” as well.

Tyson Edwards: Rescheduled needs to be somewhere - but it shouldn't be under cancelled - I think honestly keep this as is and then having an alternative workflow for reschedules makes the most sense. Where you can track the rescheduled in the timeline and also use the "find open slots" to reschedule the appointment but make it so it's trackable

Tyson Edwards: This looks great! Keeping rescheduling is good especially for tracking

Tyson Edwards: I think keeping rescheduled would be helpful

Tyson Edwards: I don't think Rescheduled should be listed with the cancellation types since it's not actually a cancellation. I do agree that a way to track reschedules is necessary though.

Maybe there needs to be a completely different button/function similar to Missed or Cancel, with its own sub-options such as

Tyson Edwards: LOVE these changes. Rescheduled can stay.

Previously there was an option to have an auto email going out for the missed appointments, will this email option be migrated to the late cancel option?

Tyson Edwards: I would also like to keep Rescheduled as it is a type of Cancellation. Could we also keep No Show in the same spot. It's easier for the Providers if it's all in the same place.

Tyson Edwards: i am so glad to see this coming along. 2 things we would suggest/need.

Emily DelConte: We can look into these.

Tyson Edwards: This looks like a great start.

Notes:

Okichie Davis, LPC, LCPC, ACS, NCC: I agree with getting rid of missed - confusing

Tyson Edwards: These options are great, however I don't see an option for a standard cancel. If a family notifies us that they are on vacation the month of September, then we can mark their appointments as canceled due to vacation, but then it's listed as "late cancel"?

Tyson Edwards: This is great! I would like to see the reason why in the patient's timeline. I have some frequent last minute cancellers. I would love if 3 in a row are cancelled late, or are no-shows, or both. that the client cannot reschedule until speaking with me first. Maybe that is a pipe dream, but a way to lock down my calendar and they receive a message that they have to address this with me first. I have a client who does this all of the time. I thought I banned her but she still made 5 more appointments and late cancelled all of them.

Tyson Edwards: Is this available for the "marked as missed" option as well? If not that would be great!

I don't use the cancel feature because it deletes it form the calendar instead of the cross out

Question - In all the options for reasons do any of them it leave it in the schedule? It looks like on my end that the no-shows leave it in the schedule

Cherie Blickenstaff: Yeah I can see the need for this. So a Standard Cancel + Reason?

Tyson Edwards: Yes that would be helpful.

We work exclusively with children, so typically we like to note if the client/child is sick, or if parent or a sibling is sick. I think having a breakdown of "patient sick" and "relative sick" would be helpful. Alternatively having the dropdown that happens for "other" has an optional field for other notes. So you could pick "emergency", but then add a note "death in the family" so that you can filter by the standard "Emergency" label, but still include more info if it's relevant. Otherwise I imagine just using "other" for everything so we can add notes. If this dropdown was added we could select "sick", but then note who was actually sick.

Tyson Edwards: There is just no straightforward cancel. And rescheduled and moved appointment are the same.

Tyson Edwards: For the moved/rescheduled option, it would make sense to add a calendar/date field, so you can easily select when it was rescheduled to.

Is there a reason that no show doesn't have a reason option? Typically we follow up with clients and know the reason for the no show. Also we typically comment on whether a fee was charged/waived, so a comment line here would be the ideal place for that notation.

Emily DelConte: A "Missed" appt has other workflows attached like stopping the automatic charge and sending an email.

You still think we should move this functionality to the "No Show" and remove missed?

Tyson Edwards: they are one in the same, my answer would be yes. I don't know what missed would mean other than "no show"

However, since there is no way to filter this in List -> appointments at this time we have to keep using Missed as a practice - so please don't get rid of it until we can search better to find who we are going to charge a fee to

Okichie Davis, LPC, LCPC, ACS, NCC: Yeah I guess "Reschedule" and "Moved Appt" sorta means the same thing?

Sara Ruckenbrod, PT, DPT: You are asking for the cancelation reasons to also be selectable when they miss the appt?

Sara Ruckenbrod, PT, DPT: There is a "Canceled" filter. If you want to keep the, on the calendar, you'd want to turn this on.

Emily DelConte: There is a filter that will show the canceled appts.

If this is on, they should all be still visible in the Schedule

Tyson Edwards: Yea it's redundant.

Tyson Edwards: I think it makes sense to rename the current 'Missed' function to 'No Show' (so keeping all the existing functions and just changing what the function is called) and remove the 'No Show' checkbox that is included in this new 'options for cancellation' function since it doesn't really need to be there.

Tyson Edwards: It must have been turned on globally or something during that process. It was never on for years until today...

Okichie Davis, LPC, LCPC, ACS, NCC: agree with this option too

Emily DelConte: It was there but it didn't stick so if you enabled it, it wouldn't be on the next time. We made it so it sticks now.

Tyson Edwards: Another thought to reduce clicks and make this much easier for everyone - pull the reasons out - make 4 buttons next to orange cancel button (just like the cancel button) that say "Cancel" "Late Cancel" "No Show" "Rescheduled" - once those buttons are clicked it can pop to this screen and then offer reasons. It's a little more straight forward.

Tyson Edwards: Can we have a "other" option that opens up a typing ability

Tyson Edwards: Also, when I do the above there is no way of seeing it is cancelled (the missed option strikes it out) and it still doesn't show on the team calendar if cancelled

Tyson Edwards: This is so much better already. We need an option that just says "canceled" or "patient canceled". If it could do a line through the appt in the calendar that would also be helpful. I like the color change in the booking sand the appts list but looks like it might still be easy to accidentally submit in a large batch so some fail safe we can turn on to prevent canceled appts from being sent to insurance would be good.

Tyson Edwards: We currently use missed, and I was going to request it remain, but honestly i think it makes more sense to have everything in this new system. It would be nice to adjust the filter to include missed/late cx/no show etc.

Tyson Edwards: I would recommend an edit option for this cancel system. If you put as no reason given, but later are given a reason, it would be nice to edit the reason, instead of reinstating the appointment and cancelling with the new reason.

Tyson Edwards: For some reason the cancellation time is pulling as UTC instead of local time.

Sara Ruckenbrod, PT, DPT: there is an "other" but you need to choose a reason with a suboption. Maybe we should make this notes field available with every option?

Tyson Edwards: yes that would be great!

Emily DelConte: Yes, I was looking into this at the time but there were too many options. Maybe with reduced options, this is possible.

Tyson Edwards: I hope so, I think it would be more intuitive and hopefully allow for better tracking. I thnk 4 buttons works esp if you shorten them to abreviations "CX" "Late CX" "NS" "RS"

Tyson Edwards: Yes, we need a regular cancel button. At this time we have to default to "No Reason Given" even if we have a reason because it wasn't a noshow, late cancel, and we did not reschedule the appointment. And then also combining the two reschedule options into one.