Ideas

And undo - deletes, so that if someone converts, then deletes the corresponding appt, Admin could undo it. 

We take Cancellations seriously. We have policy that client/provider could get penalty due to excessive cancellations. It is very important that all cancellations are recorded correctly. Perhaps restricting the undo to the admin could prevent users abusing it.

Hi Adam,

Sorry, but would you be able explain a bit more? I didn't fully understand your comment.

Thanks!

@Zohal, Adam is referring to un-deleting appointments in the same way that you would un-cancel an appointment. Ideally, if you accidentally cancel or delete an appointment you would have the option to undo that action instead of having to recreate the appointment(s).

This is very much needed!

Can you link me with a help article for un-deleting appointments?

Would like to undo cancellations and edit cancellation reasons. cancelled an appointment for a provider, but it should have been family. Currently, not able to edit the reason so it will show incorrect data on our reports.

The ability to correct mistakes seems essential. Enforce a permission level required to edit, if necessary, but even regular staff are able to edit their timesheets when they make a mistake, seems like being able to edit a cancellation reason or undo a cancellation is the same level of correction. A report is only as good as the data that goes into it, so if we can't manage that data to ensure it's accurate the reporting then becomes unreliable. 

Is this being something that has been taken into consideration to resolve? As stated, being able to correct a cancellation, or change the reason should be permitted. 

Is this going to happen any time soon? 

Reporting on our cancellations is absolutely awful right now as I have to sort through and change the cancellation type to match the reason provided and providers are choosing the wrong type of cancellation CONSTANTLY, so it takes hours to make sure the data is accurate.

Would we also be able to edit the cancellation reason after a session is canceled? We have found that there are situations where the cancellation reason was recorded incorrectly. We rely on this data to give feedback to families and staff on fulfilling their required 90% minimum attendance requirement per month.

This is a critical feature. Please, please fix. 

AGREED with all of the comments here.

Any updates on the progress of this idea? It is a great idea and to make it a more controlled function, add it to employee permissions so that only a few employees have the permission to delete these. For auditing purposes this is very important because if a therapist accidentally cancelled a recurring series, our cancellation report is automatically wrong for MONTHS! 

Yes! And I have many staff cancel a session when it should be deleted because it was made in error. This makes it look like we have more cancellations than we should, because we track all of those. But there is no way to go back and fix it after the fact. 

I agree this is a needed fix.  I've also had an issue where a whole recurring series was canceled in error instead of an individual appointment, which is really throwing off the cancellation report.