Once you have allowed clients to request services online through the Client Portal, admins can manage potential duplicates by enabling a notification for scheduling conflicts in Service Request Advanced Settings .
Switching on "Notify Admins of potential scheduling conflicts" displays a drop down menu to enable scheduling conflict warnings for:
- A service is scheduled on same day at anytime
- A service is scheduled on same day at same time
| Scenario: A daycare provider schedules their monthly repeat services in advance. A week later, without checking their schedule, a client sends in multiple requests for services for the month ahead. Admins process the service requests, thus resulting in duplicated services on the schedules for the client. With "Notify Admins of potential scheduling conflicts" enabled on the system, when Admins process the Service request, they now receive an immediate alert in red informing them of potential duplicates on the schedule. |
How Do I Enable Scheduling Conflict Notifications?
Navigation: Admin > Settings > Service Requests > Advanced
- Toggle ON " Notify Admins of potential scheduling conflicts"
From the drop down menu "Notify When...", select one of the following options:
- A service is scheduled on same day at anytime
- A service is scheduled on same day at same time
Click "Update" to save your selection.
When Service Requests are processed and a service has already been scheduled for the same client, for the same day, service and either the same time or any time, the following notification will be displayed and the affected services are highlighted in the Service Request Processing screen. A green warning indicates a potential duplicated service for the client and a red warning indicates a scheduling conflict with staff time off:
From here, choose whether to go ahead and schedule the services or make adjustments or delete the service request.
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