Ideas

CR still hasn't fixed this since 2017? I have a cancelled series that is throwing off all my reports :(

Why is CR not working on this feature? Instead the new update restricting timesheet edit after appointment is canceled is USELESS and causing more problem than it is helping.

When is this change going to be implemented? I don't understand why CR took the time to build the newest update with the time sheets that is causing nothing but problems instead of working on implementing changes people have been requesting for years?

An undo button would be great. Often time there is a change and accidentally we click save changes (not just this one time) and all future appointments are messed up. A quick click of "undo changes" would save so much time

CentralReach, please let us know if this is being in progress because our company relies on this information for both our admin staff and our clinical staff productivity.

@centralreach

What's that status of this?  Is it being considered?  This idea is 3 YEARS OLD and is much needed!

If you just simply leave the appt in the calendar with the title "cancellation" vs direct care or supervision, that would fix this issue.  The delete function should be the only option that can remove an appt from a calendar.

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.

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. 

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! 

AGREED with all of the comments here.

This is a critical feature. Please, please fix. 

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.

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.

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. 

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. 

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.

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

This is very much needed!

@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).