Update Attendance Status

Update Attendance Status

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 track cases that require an attendance status update using one of the following options:

    • Option 1: Go to DashboardIME Tasks → Click Upload Paperwork (only visible if a task exists) to open the Combined Task Search tab showing cases that need attendance updates.
    • Option 2: Go to Find My Cases, then apply the following filters::
      • Select Services: IME Reports
      • Select Task: Update Attendance
    • Option 3: Go to My CasesIME Assessments (IM)
      • Select Update Attendance from the Select Task filter
      • Click the Search icon to display relevant cases

UPDATE ATTENDANCE STATUS

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

Note:

  • If Attended is selected, the system auto-ticks Send Report Due Reminder and sends report reminders after the set number of days.
  • If Did Not Attend is selected, staff and the Case Manager are notified to follow up.
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