Rejected appointment is appointment that was assigned to a care worker but rejected by them due to unavailability, preference, etc.
(* note - Reject option can be hidden if you, as a business owner or manager, prefer your care worker to contact the office, and discuss their shift. Contact Support team to disable Reject option)
When care worker rejects the appointment from their mobile,
this will be captured through Daily Snapshot under Rejected Appointments field.
Rostering/admin staff can click on the number in the field to locate the rejected appointment. Then click Reference number.
From this page, you can find rejection reason through Appointment Activity which is located at the bottom of appointment page.
Rejected appointment can be either 1) cancelled, 2) reassigned to the next suitable care worker, or 3) rescheduled to another time/date depending on the case.
1. Cancelling rejected appointment
a. Click Cancel Appointment,
b. and complete the fields. It is important to select correct Reason from drop down, and whether it's chargeable cancellation or not as it will have implication on invoicing and payroll.
2. Reallocate rejected appointment
a. When you go to Weekly Planner, this rejected appointment will be captured on the side bar. Click Care worker's name in the field to locate the appointment.
b. Hover over the appointment and click REMOVE button.
c. Find that this appointment is now moved to Pending appointment section for you to be able to work on reallocation.
3. Reschedule the rejected appointment
Once you Remove this appointment and move it to pending appointment (Step 2-c above), click EDIT to bring a new wizard. You can change the date and time of the appointment from here.
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