OVERVIEW

When a case reaches its scheduled Appointment Date, staff or specialists can update the attendance status to confirm whether the appointment occurred. This article explains how Specialists can update the attendance status for an appointment.

TRACK UPDATE ATTENDANCE TASKS

You can find cases that require an attendance status update in several ways:

• • Option 1: Go to Dashboard → Click Record Attendance to show the list of cases that need attendance updates.

• • Option 2: Go to Dashboard → IME Tasks → Click Upload Paperwork (only visible if a task exists) to open the Combined Task Search tab showing cases that need attendance updates.

• • Option 3: Go to Find My Cases, then apply the following filters::
    • Select Services: IME Reports
    • Select Task: Update Attendance

• • Option 4: Go to My Cases → IME Assessments (IM)
    • Select Update Attendance from the Select Task filter
    • Click the Search icon to display relevant cases

UPDATE ATTENDANCE STATUS

You can update the attendance status in two ways:

Option 1 – From the Dashboard

1. Go to Dashboard → Record Attendance
2. Click the edit icon next to the relevant case

3. Select one of the following:
   • None: No attendance status has been set
   • Attended (Chargeable)
   • Attended (No fee)
   • Did Not Attend (DNA)
4. Click Save to store the information.

Option 2 – From the Assessment Detail

1. In the Assessment Detail, go to the Attendance Status section
2. Select one of the following:
   • None: No attendance status has been set
   • Attended (Chargeable)
   • Attended (No fee)
   • Did Not Attend (DNA)
3. Click Save to store the information.