Ideas

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Scheduling: Option to update repeating appts without recreating cancelled/deleted appts

HOW IT WORKS NOW
Currently when you update the end date on a series of appointments it recreates the entire series. This means new appointments are recreated on top of already deleted and/or cancelled ones. Users then have to re-delete or re-cancel all those appointments again.

HOW WE WOULD LIKE IT TO WORK
Would it be possible to add an option to choose if you want to recreate cancelled/deleted appointments in a series when updating the end date?

  • Guest
  • Nov 15 2016
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  • Guest commented
    21 Feb, 2018 12:51am

    YES!!!! This would be extremely helpful if when making a saving change to an entire series, for sessions that have already been edited "just this once" to be considered EXCLUDED from the series- therefore those single event sessions will not be touched/re-saved incorrectly & previous adjustments made  erased.  So many billing errors and scheduling errors due to this.  

  • Guest commented
    4 Aug, 2017 10:50pm

    Yes to all of the above! This has caused so many scheduling issues and takes up a lot of my time to monitor and then having to go back and fix appointments every time a billing code/authorization is updated in a series. Half the time I don't even think I know which appointment times where changed because we make so many time adjustments to future appointments. And having incorrect session times on the calendar is unacceptable. Especially since the appointment will then say that I was the last person to update it and makes it look like I put the incorrect time.

  • Guest commented
    29 Mar, 2017 04:21pm

    This would be extremely helpful, as times of sessions are being changed without our knowledge whenever an auth is updated, causing confusion for those who are attending those sessions. Thanks!

  • Guest commented
    29 Mar, 2017 04:12pm

    Problem:

    I was pointed in this direction to up-vote this feature and in addition to the checkbox CentralReach needs to build logic into the schedule. This logic needs to recognize that when an individual appointment, which is a part of a series, is edited an exception is made and that appointment is removed from the series. Currently, CentralReach still sees the exception appointment as a part of the series causing any updates made to the entire series to also affect the exception appointment. See examples below:

    Example 1:

    A future appointment on 04/01/17 that is part of a recurring series is lengthened by 30min and the "Save only this event" is clicked. Next, for the same client, on 03/30/17 a staff member goes into the appointment and changes the billing codes and clicks "Save" to save it to all of the appointments in the series. When looking on the schedule the appointment on 04/01/17 will revert back to the old session length.

    Example 2:

    A future appointment on 04/01/17 from 2pm-4pm that is part of a recurring series is changed to 12pm-3pm and the "Save only this event" is clicked. Next, for the same client, on 03/30/17 a staff member goes into the appointment and changes the billing codes and clicks "Save" to save it to all of the appointments in the series. When looking on the schedule the appointment on 04/01/17 will stay at 12pm but will now end at 2pm; reverting back to the old session length.

    Conclusion:

    We schedule out a year in advance so, inevitably, we will need to update pre-authorizations/codes attached to sessions. In the history CentralReach already has a message reading "(this is a new exception to a recurring series)", but it does not actually get recognized as an exception. This creates extra work on behalf of our Billing and scheduling departments.

  • Guest commented
    29 Mar, 2017 02:23pm

    It would also be very helpful to be able to update just the code in a series of appointments without also changing the time of all other appointments in the series.