Confirmation Status

In the Appointments Module, a small circle can be added to an appointment box to indicate an appointment's confirmation status (e.g. confirmed, unconfirmed, called, emailed).

To show the confirmation circle, add it to the appointment view.

Only users with the Appointment Confirmation Status Edit security permission can change the confirmation status. Changes to confirmation status are logged in the Audit Trail.

Add or Edit Confirmation Status Options

Confirmation status options and colors can be defined in Definitions, Appt Confirmed.

In the main menu, click Setup, Definitions.

The following status options are created by default:

Highlight Appt Confirmed. Click Add or double-click a status to edit.

Name: Enter the confirmation status.

Abbrev: Enter the abbreviation of the status.

Color: Click the color box to associate a color with this status (the color of the circle when an appointment has this status).

eConfirmations: Set whether this status should affect the sending of eConfirmations or the automatic update of confirmation status.

eReminders / Exclude when sending: Set whether this status should affect the sending of eReminders. When checked, appointments with this status will not be sent eReminders.

Note: eReminder and eConfirmation exclude when sending options are not available for statuses that have been set as triggers for Time Arrived, Time Seated, Time Dismissed in Appointments Module Preferences.

Click OK to save.

The status listed first is the default for all new appointments, thus usually Unconfirmed is the first status listed. To remove a confirmation status as an option in various areas, check Hidden.

Questions and Answers

Reset confirmation status? popup

This popup can appear when moving an appointment. Three criteria must be in place before this popup will appear:

  1. The appointment is scheduled on any date other than today.
  2. On the Edit Appointment window, the selected confirmation status is not the first status in the dropdown list.
  3. The appointment is being moved to a new time on the same day.