Ideas

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Undo Cancellations

Sometimes staff select the incorrect cancellation reason. These can go unnoticed and count against client/provider. Can you guys work in an "undo cancellation" feature?

  • Avatar32.5fb70cce7410889e661286fd7f1897de Guest
  • Jan 3 2017
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  • Avatar40.8f183f721a2c86cd98fddbbe6dc46ec9
    Guest commented
    January 22, 2017 18:37

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

  • Avatar40.8f183f721a2c86cd98fddbbe6dc46ec9
    Guest commented
    January 23, 2017 16:45

    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.

  • Avatar40.8f183f721a2c86cd98fddbbe6dc46ec9
    Guest commented
    January 23, 2017 19:07

    Hi Adam,

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

    Thanks!

  • Avatar40.8f183f721a2c86cd98fddbbe6dc46ec9
    Guest commented
    October 06, 2017 18:14

    @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).

  • Avatar40.8f183f721a2c86cd98fddbbe6dc46ec9
    Guest commented
    October 06, 2017 20:12

    This is very much needed!

  • Avatar40.8f183f721a2c86cd98fddbbe6dc46ec9
    Guest commented
    October 09, 2017 16:59

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

  • Avatar40.8f183f721a2c86cd98fddbbe6dc46ec9
    Guest commented
    November 22, 2017 15:13

    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.

  • Avatar40.8f183f721a2c86cd98fddbbe6dc46ec9
    Guest commented
    February 27, 2018 00:01

    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. 

  • Avatar40.8f183f721a2c86cd98fddbbe6dc46ec9
    Guest commented
    April 02, 2018 18:45

    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. 

  • Avatar40.8f183f721a2c86cd98fddbbe6dc46ec9
    Guest commented
    September 28, 2018 16:56

    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.

  • Avatar40.8f183f721a2c86cd98fddbbe6dc46ec9
    Guest commented
    October 08, 2018 17:38

    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.

  • Avatar40.8f183f721a2c86cd98fddbbe6dc46ec9
    Guest commented
    19 Feb 16:23

    This is a critical feature. Please, please fix. 

  • Avatar40.8f183f721a2c86cd98fddbbe6dc46ec9
    Guest commented
    24 Apr 21:28

    AGREED with all of the comments here.

  • Avatar40.8f183f721a2c86cd98fddbbe6dc46ec9
    Guest commented
    24 Jul 17:44

    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! 

  • Avatar40.8f183f721a2c86cd98fddbbe6dc46ec9
    Guest commented
    25 Sep 18:41

    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. 

  • Avatar40.8f183f721a2c86cd98fddbbe6dc46ec9
    Guest commented
    24 Oct 17:09

    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.