Understanding Consistent Appointment Statuses

Theralytics now uses one standardized set of appointment statuses everywhere — the scheduler, session notes, reports, the dashboard, and the mobile app — so an appointment shows the same status no matter where you look. This makes it much easier to tell exactly where each appointment stands.

The Statuses

• Scheduled — the appointment has been created but no session note work has started.

• Saved as Draft — some session-note fields have been entered and saved as a draft.

• Pending Signature — all required session notes are entered and saved, and the note is waiting for a signature.

• Pending Completion — the required signature(s) have been added, but the note hasn't been completed yet.

• Rendered — the note has been completed.

• Cancelled — the appointment was cancelled.

Where You'll See It

• On the scheduler, hover over an appointment to open Appointment Info — the current status appears in italics just below the appointment time and updates as the status changes.

• The same statuses appear consistently across web screens, reports, Session Note Documents, the dashboard, and the mobile app, for both existing and new appointments.

How It Affects the Cancel Icon

The Cancel icon now follows the appointment status (and still requires the Appointment Cancellation permission):

• Scheduled — Cancel icon is shown.

• Saved as Draft, Pending Signature, Pending Completion — Cancel icon is hidden.

• Rendered — Cancel icon is hidden (as before).

Notes:

• On the mobile app the flow lines up the same way: an auto-saved note is Saved as Draft, tapping Finalize moves it to Pending Signature, adding the required signature without tapping Complete leaves it Pending Completion, and tapping Complete makes it Rendered.