If you are a Carelogic staff, please read through this article for more information on what can and can’t be done on the OnCall platform. 

Overview

• As a Carelogic staff on the OnCall platform, you will be able to do the following
  
  • Complete an appointment
  • Edit the fee for individual participant in an appointment
  • Add more participants to an appointment via OnCall directly
  • Remove participants who were added via OnCall directly
• As a Carelogic staff on the OnCall platform, you won’t be able to do the following as these functionalities are already available to you in the Carelogic platform
  • Edit the details of an appointment (date, time, host, etc)
  • Update participants of an appointment
  • Mark participants as Did not show or Cancelled by Therapist or Cancelled by Client or Error
  • Update the associated email of a participant in an appointment
  • Update the status of a participant more than once

What users can do on OnCall as a Carelogic staff

Complete an appointment

• Marking an appointment or a participant as Kept in Carelogic platform won’t complete the appointment in OnCall. In order to complete an appointment in OnCall, after finishing your regular tasks on on the Carelogic platform, you will also need to click on the “Complete” button for the appointment in OnCall.

  

  

• After the appointment is completed in OnCall,

  • the appointment card will move from Upcoming tab to Past tab
  • if there is any fee associated with the appointment, the fee will be processed and the patient will be charged with that amount

Edit the fee for individual participant(s) in an appointment

If you want to charge participants for a Carelogic appointment in OnCall, you can edit the fee for the participant by clicking on the “Edit” button on your appointment card and change the fee value in the Fee field

Add or remove participants for Carelogic appointments directly in OnCall

• If you want to add participants to Carelogic appointments in OnCall directly because those participants are not clients in the EHR, you can do so by clicking on the “Edit” button on your appointment card and “Add participant” button

  

• To remove participants, you can click on the trash icon next to their info. Please note that you can only remove participants that are added manually in OnCall. If you want to remove the participants coming from the appointment in Carelogic, you will need to remove the participant directly from Carelogic platform. 
  
  

• As a result of the adding/removing participants in OnCall, the participants will receive a “Appointment created” or “Appointment cancelled” email

What users cannot do on OnCall as a Carelogic staff

Edit the details of a Carelogic appointment directly in OnCall

• Details of a Carelogic appointment can only be edited directly on Carelogic, not OnCall

  

• Details of an appointment that will impact OnCall include

  • Date of appointment
  • Start time of appointment
  • End time of an appointment
  • Associated staff
  • Associated organization
  • Associated activity/location → resulting in the value in Type field in OnCall platform

• As a result of appointment detail update, a “Appointment updated” email will be sent to the participants of the appointment

Update the participants of a Carelogic appointment directly in OnCall

• Participant(s) of a Carelogic appointment can only be updated directly in Carelogic using your usual workflow in Carelogic.
• After the participant is updated, a “Appointment cancelled” email will be sent to the old participant and a “Appointment created” email will be sent to the new participant. 

Mark a participant as DNS or CBC or CBT or Error

• You will need to update the status of a participant to DNS or CBC or CBT or Error directly on the Carelogic platform, which will result in an automatic status update in OnCall.

  

• If the appointment is a C (Client) appointment type, the appointment card will be moved from Upcoming to Past tab in OnCall

• If the appointment is a G (Group) appointment type, until you have marked all participants with either CBC or CBT or DNS or Error, the appointment card won’t be moved from Upcoming to Past tab in OnCall

Update the associated email address of a client

You won’t be able to edit the associated email address of a client in OnCall directly. In order to update their email address, please make sure that you update the Primary email address field in Carelogic and update subsequent appointments associated with that client manually in Carelogic.

Update the status of a participant more than once

In Carelogic, you can update the status associated with a client as many times as necessary. However, in OnCall, only the first status update will be captured and won’t be updated as the 2nd status update is made

• If you are updating a client from None to a custom status, the status of the client won’t be updated in OnCall. Hence, you can update from None to a custom status as many times as necessary
• If you are updating a client from None or a custom status to DNS, CBC, CBT or Error, the status of the client will be updated in OnCall and won’t be updated as the 2nd status update is made
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