WebPT Ideas and Discovery

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Determining which employee scheduled/cancelled an appointment

There should be a way to determine which employee scheduled/cancelled an appointment. Since all employees do have their own log-ins, there should be an easy way to track this in some type of daily report.

  • Guest
  • May 18 2021
  • Early Access
  • Oct 27, 2022

    Admin response

    We are excited to let you know we have started enabling the ability for any user with access to the scheduler, to view an appointment's history log, up to 90 days back - when and who created, changed, cancelled, or deleted is available. We are enabling this feature for our members over the new few weeks, anticipating that it will be available to all members by December. Keep an eye out for the release notes and pendo notification and check it out - we can't wait to hear your feedback!

  • Attach files
  • Guest commented
    10 Nov 12:55am

    That's great. It will be very helpful!

  • Guest commented
    8 Nov 09:02pm

    Great! Hopefully the new feature goes smoothly.

  • Guest commented
    28 Jun 01:37pm

    I have been asking for this for years and always get the same response. We are looking into it.

  • Guest commented
    22 Jun 07:57pm

    Any updates on when this feature will be available?

  • Guest commented
    23 May 03:18pm

    WebPt- Any updates on when this might happen?

  • Guest commented
    6 May 09:34pm

    One way you can see their name if you try to print the document for cancel note, it will show employee name but i feel it should show name without going thru this process

  • Guest commented
    11 Apr 05:57pm

    We have our employees initial their cancellation note, which helps us determine who took the call. It would be nice to see which employee scheduled.

  • Guest commented
    9 Feb 10:45pm

    Any updates of when this might happen?

  • Guest commented
    17 Jan 10:10pm

    We would love to see this happen soon! Mahalo!

  • Guest commented
    3 Jan 08:38pm


  • Guest commented
    15 Dec, 2021 11:06pm

    Any updates as to when this might happen since your response was in May? It would help SO much. Thank you.

  • Guest commented
    7 Dec, 2021 04:48pm

    We have numerous people who have access to our schedule since we have a call center and items have gone missing and we have no idea who moved them or why. It would be helpful to be able to see who moved what so we can train them appropriately and prevent future errors

  • Guest commented
    3 Dec, 2021 07:05pm

    yes, my clinic we put our initials already but having this automatic would be nice

  • Guest commented
    15 Nov, 2021 03:35pm

    yes please

  • Guest commented
    8 Nov, 2021 03:40pm


  • Guest commented
    6 Oct, 2021 04:03pm

    Agreed, we were just talking about this a few weeks ago needed for employee accountability!

  • Guest commented
    22 Sep, 2021 05:03pm

    our office is asked to provide a reason in the "note" section of the patient account - this helps with the "what happened" issue!

  • Guest commented
    7 Sep, 2021 03:26pm

    This would be great and add what date the appt was scheduled.

  • Guest commented
    6 Aug, 2021 06:50pm


  • Guest commented
    15 Jul, 2021 07:13pm


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