Overview

This guide was developed to provide MeasurePM users with an overview of how to render appointments. Rendering an appointment refers to saving a completed appointment, which includes committing all session data (i.e., program data, behavior data and ABC data collection). Once an appointment is rendered, users are no longer able to collect data, but users with permission will be able to edit, delete, and add historical data. For more information on this please see the editing historical data guide.

To render or change the status of an appointment, the user will select the pencil icon under the Edit column corresponding to the appointment that they would like to render. 

Once selected, the user will move the scroll thumb to far right side of the bar. Under the status column, they will select the drop-down menu and select Rendered. The options available in the drop-down menu will be site specific. This means the options may vary from may be seen in the image below. Once the user has updated the status, they will select the checkmark in the Edit column to save.

Appointments

Upon selecting Appointments, all appointments for that day will be displayed via the Calendar view. 

To view past and upcoming days, users can use the left and right arrows on either side of the displayed date found on the top left side of the page. Users also have the option to view the appointments by day, week or month by selecting the corresponding buttons found on the right side of the page. To render or change the status of an appointment, first double click on the appointment of interest. This will result in an Add/Edit Appointment pop-up. From here, users can modify the status of the appointment by selecting Rendered in the Status dropdown menu. To ensure all status changes are saved, they will select the blue Save button in the bottom right of the popup after making changes. 

An alternative way of changing appointment statuses is through List view, where appointments displayed is dependent upon selections made in the available filters.

After filtering to find an appointment(s), users can change the status of the appointment by selecting the pencil icon under the Edit column corresponding the appointment that they would like to render. 

Once selected, scroll to the right. Under the status column, select the drop-down menu and select Rendered. The options available in the drop-down menu will be site specific, meaning they may vary from the available options in the image below. To save the status update, return to the Edit column and select the check mark.

Rendering Appointments on the Mobile-App

Users can also render appointments on the Mobile-App. This can be done through the Employee Dashboard (within and outside of an appointment) or through the Client Dashboard (within an appointment only).

Employee Dashboard

To get started, log onto the Mobile-App as a provider. The Employee Dashboard will open upon log in. From there, users can view appointments displayed in the appointment preview window or select My Appointments to view, edit, or schedule appointments. Such changes to appointments can be made both outside of an appointment and within an appointment. See the Creating Appointments Guide for more detail on creating new appointments. 

To change the status of an appointment from the My Appointments page simply select the appointment of interest.  

Once selected, users will have the opportunity to edit the appointment, including changing the status. To render the appointment, they can either select Render from the bottom of the screen or use the status dropdown menu to select the status Rendered. Once the status has been changed, users can select the blue Save button to save changes. Note that it is possible not all options seen in the image below will be available to every user, as the available options will be site specific.  

Once the user selects Render, a separate Appointment Render pop-up will be displayed. 

 

Here the user can make decisions about action items that should occur upon rendering. These options include the following:

1. Commit In Progress and Maintenance Behaviors at 0: Selecting this checkbox results in committing In Progress and Maintenance frequency and duration behaviors at 0 if no data were collected for them. Note that this checkbox will only be available if there are In Progress or Maintenance frequency or duration behaviors for which no data were recorded. 
2. Commit Eligible Programs at 0: This button allows users to commit certain active (i.e., programs available for data collection) Frequency, Duration and Rate programs at 0. After clicking on the blue button, a separate pop-up will open where eligible programs can be selected. Frequency and Duration programs will only be listed if no data was recorded. Rate programs will be available for selection only if a duration was recorded. DTI, Task Analysis, and Time Sampling programs are not eligible for selection. 
3. Commit Programs in Progress: Selecting this checkbox will commit any program data still recorded on data collection screen upon rendering the appointment. Note that the minimum/required number of trials/steps for DTI and Task Analysis programs must be collected for that data to be committed when this checkbox is selected. If there are no programs with uncommitted data, this checkbox will not be available. 
4. Rendering Message to Providers: The red rendering message to providers as shown in the above image may be configured on the web under Site Settings > Site Details and Rules > Manage Site Properties. This tab is only available to employees that have access to the site settings permissions. Once on the web and in site properties, the user has the option to type in a message for providers that they will see each time upon rendering. An example of this is shown below.

After making the necessary selections as outlined above, the user can edit the start and end time of the appointment. Note that rendering actions are dependent upon site configurations. For example, the site may or may not require a parent or guardian signature to render an appointment. If it is required, the appointment cannot be rendered until the signature is added. Once all sections and required actions have been completed the user can select the OK button on the bottom of the screen to proceed with rendering. If Cancel is selected, the user will be returned to the Employee Dashboard and the appointment will remain active (i.e., remain in Progress).

Client Dashboard

The second, and most common way to change an appointment status from the Mobile-App is through the Client Dashboard. Note that this method is only available if the user is in an active appointment. Once an appointment is started, the user will be taken to the Client Dashboard. They can return to the Client Dashboard from any other screen within the appointment by selecting the home icon from the bottom navigation bar.

If at any point during a session the user finds themselves in the Employee Dashboard, they can easily return to the Client Dashboard by selecting the Client Dashboard button in the Active Appointment display. 

An alternative way to regain access to the Client Dashboard is to navigate to My Appointments from the Employee Dashboard. Once here, select the active appointment, followed by the Resume button.

Once on the Client Dashboard, the user can render their appointment by selecting the Appointment Render button. Once selected, a separate Appointment Render pop-up window will be displayed. The same program and behavior checkbox selections will be listed as discussed earlier. Once all sections have been completed, the user can then select the OK button on the bottom left of the screen to proceed with rendering or select Cancel to return to the Client Dashboard and remain in the appointment.

Confirming the Appointment Status

If the user would like to confirm that the appointment has been rendered, select My Appointments from the Employee Dashboard. The status of the appointment will be displayed with the start and end time of the session directly below. The colored circle to the left of the appointment is also indicative of the appointment status. A blue circle indicates a rendered session, and a blue circle with a white checkmark indicates a rendered session with a parent signature attached.

Reminders

• Any appointments rendered on the Web-App will also appear as rendered on the Mobile-App and vice versa. 
• Appointments can be rendered within and outside of active appointments.
• Ability to render appointments is dependent upon the statuses assigned in the admin group. The rendered status needs to be assigned to the group for the employees in that group to be eligible to render appointments.  
• At rendering, users will have the option to commit program and behavior data by using the available checkbox and button options (i.e., committing in progress/maintenance behaviors at 0, committing eligible programs at 0, and committing programs in progress). 

For any additional comments or questions, please reach out to support@measurepm.com.