Review Requests allows Provider Administrators and Caseworkers to view all Pending requests and manually confirm bookings. The Booking manual confirmation feature must be enabled for each Caseworker who prefers to review their own requests. 

Table of Contents

• Enable Booking Manual Confirmation
• Review Requests
  • Bulk Confirm
  • Edit Booking Status

Enable Booking Manual Confirmation

To enable Booking manual confirmation, click on Caseworkers in the left-hand navigation menu. 

Click on a Caseworker's name and then click on Edit at the top right of the page.

Scroll down to the bottom. Click To the Next Step until the page is on Step 3 of 4. 

Scroll down to Booking manual confirmation.

Toggle on Booking confirmation.

Click To the Next Step until the page is on Step 4 of 4.Scroll to the bottom. Click Finish.

Review Requests

To access the Review Requests page, click on Bookings in the left-hand navigation menu. 

Click on Review Requests to view all Pending requests. 

Bulk Confirm

To bulk confirm all Pending requests, click on the Select All checkmark box. Click Edit Status.

Select Confirmed from the dropdown and click Submit. 

Edit Booking Status

To individually edit the status of each booking request, click on the three dots to the right of Pending and then on Edit Status. 

Select Confirmed from the Status dropdown. 

Click Submit. 

Alternatively, click on the Pending status to open up the appointment details.

Select Confirmed from the Status dropdown.

Scroll down to the bottom and click Save changes.