Absence & Cancellation Alerts

Created by Larry Kloeung, Modified on Tue, Jan 30, 2024 at 1:05 PM by Larry Kloeung

Instructions on how to use the alerts for Centralized Scheduling.

Instructions:

Enter this client alert after a client has an absence or cancellation to monitor # of absences and cancellations. 

Absence & Cancellation Alert Icon

This alert is created & updated based on the Appointment & Cancellation Policy timeline.




NOTE:  If a client is placed on an Alternative Scheduling Plan, the Appointment & Cancellation Alert ends, and the Alternative Scheduling Plan Alert is created.


Alternative Scheduling Plans” Alert:

Enter this client alert to identify that a client has been placed on an alternative scheduling plan. The “start date” reflects the date the Alternative Scheduling Plan began. This is how we monitor if a client has not completed a session within 30 days.

Alternative Scheduling Plans Alert Icon

This alert is created & updated based on the Appointment & Cancellation Policy timeline.



NOTE: When a client fully completes their Alternative Scheduling Plan, this alert ends on the date it was determined they can resume regular scheduling. If a client has not fully completed their Alternative Scheduling Plan and/or has not completed a session within 30 days of their Alternative Scheduling Plan start date, this alert ends in Evolv due to client discharge.


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