Appointment Status Options
You can update the status of an appointment to reflect its Arrival Status. This can be done either on the Diary page or from the Appointments Page within the Client's profile.
The available statuses are:
Scheduled: The appointment is booked but has not yet occurred.
Arrived: The client has arrived for their appointment.
Completed: The appointment was successfully completed.
No Show: The client did not show up for the appointment.
Updating the status helps keep your records accurate and allows for better client management.
Setting Arrival Status from the Diary
Navigate to Diary, and select the relevant Appointment.
Selecting the relevant Appointment from the Diary.
Note the default Status is Scheduled upon booking the appointment. This is identified by the Calendar icon as above.
Use the Actions button to view the various "Mark As" Appointment Status options.
Selecting which Arrival Status Option is applicable.
Now, you will see the Arrival status Icon in the Diary, displaying which status is set.
Viewing the Arrival Status of an Appointment in the Diary.
Viewing the Arrival Status of the Appointment in the Appointment Details.
Setting Arrival Status within the Clients Profile
On the Appointments Page, you can mark the Arrival status for the relevant Appointment.
Setting Arrival Status from the Client's profile.
Handling Past Appointment Statuses
To manage all Appointments that have passed without Arrival Status updates, go to the Account >Appointments> Portal Settings.
Updating the automatic Past Appointment Status.
Here, you will find settings for how Past Appointment Statuses should be handled automatically. Every night at midnight, Rehab Guru runs a system to update past Appointments based on your chosen setting. This ensures your records stay up to date without requiring manual intervention.
If no setting is selected, the system will leave past appointment statuses unchanged by default - the "Do Nothing" option.
Otherwise, you have two main options:
Mark as No Show: Appointments that were scheduled but not updated by the end of the day will be automatically marked as No Show.
Mark as Completed: Appointments that were scheduled but not updated will be marked as Completed.