Unplanned Time Off
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If you need to cancel your clients for an unplanned reason (sick time, emergency, etc.), it is your responsibility to:
Create a Ticket assigned to "Therapy Leads"
Visibility: Internal Only
Category: Scheduling
Priority: Critical
Subject: Name, Topic, Date
Body:
Time off request submitted in TriNet? Yes / No
Availability (one-time openings and recurring slots) removed from 2.0 calendar? Yes / No
Availability removed from Lucet? Yes / No
Appointments cancelled and clients contacted? Yes / No
If applicable, pending/orange appointments contacted? Yes / No / Not Applicable
Submit the time off request in TriNet
Remove availability from your SC 2.0 calendar and your Lucet calendar to prevent clients from scheduling with while you are out
4. Cancel all scheduled appointments and remove any auto-generated openings
*Only delete appointments for company holidays after the client has been notified either in session or via ticket system
When you mark an appointment as "Canceled (by Provider)" the following automatic text will be sent, if your client has opted-in to receive these messages:
-----Hi [patient_name], this is a message from [provider_full_name] at Sensible Care letting you know your appointment on [date_time] has been canceled. I'll see you at your next scheduled appointment or you can use the patient portal to reschedule or contact us. Please do not reply to this message.
*Note: If you are too sick and/or unable to complete the above steps, ask the clinical leadership team for assistance using the ticket system.
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