Recording a no show

3 Connect for counsellors, telephone counsellors and financial counsellors : Activity types and subtypes : Recording a no show

Recording a no show

Recording a no show against a scheduled activity

Recording a no show as a new activity

Clients will sometimes fail to attend appointments without notice. When this happens you need to record a no-show. If you had scheduled the appointment then you process that as a no show. If you were planning on recording the activity after the event you create a new activity to record the no show. In either case, a no show automatically records 15 minutes of indirect time plus such travel time as might have been required.

Recording a no show against a scheduled activity

1 From the Operations menu select My Activities.
The My Activities list displays.

If it’s not your activity, you can locate it via either a case or activity search.

2 In the list, locate the activity and click $C:\Users\Bill\Documents\CMS\Captures\icons and buttons\editthisicon.png$ to open it in edit mode.

3 In the New notes field, enter a note recording the no show.

4 In the Status field, $C:\Users\Bill\Documents\CMS\Captures\icons and buttons\ddl.png$ select No Show.
The Timesheet displays with 15 minutes in the Indirect time field for each member of staff associated with the activity.

5 Add travel time to the timesheet if appropriate.

6 Click $C:\Users\Bill\Documents\CMS\Captures\icons and buttons\savcloseb.jpg$ .
The no show is recorded.

Recording a no show as a new activity

If there was no scheduled activity for the missed appointment you must record a no show activity:

1 Open the case record.

2 In the Activities section click $C:\Users\Bill\Documents\CMS\Captures\icons and buttons\addicon.png$ .
A new activity screen displays.

3 $C:\Users\Bill\Documents\CMS\Captures\icons and buttons\ddl.png$ Select the activity type, sub type and mode.

4 If required, in the Staff field add any other staff who were planned to attend the activity.

5 In the New notes field, enter a note recording the no show.

6 In the Location field $C:\Users\Bill\Documents\CMS\Captures\icons and buttons\ddl.png$ select the location where the activity was intended to take place.

7 In the When field specify the date and time when the activity was intended to take place.

8 In the Status field $C:\Users\Bill\Documents\CMS\Captures\icons and buttons\ddl.png$ select No Show.
The Timesheet displays with 15 minutes in the Indirect time field for each member of staff associated with the activity.

9 Add travel time to the timesheet if appropriate.

10 Click $C:\Users\Bill\Documents\CMS\Captures\icons and buttons\savcloseb.jpg$ .
The no show is recorded.