Staff Cancellation & Rescheduling
When a staff member cancels in the Hi Rasmus scheduler, you can now keep the client's time slot open for another provider in a single step—no more cancelling and rebuilding the appointment by hand. 💙
✨ What's new:
- ☑️ A reschedule option on staff cancellations—When you set Cancellation Type toStaff, you'll see a new checkbox: “Create an unassigned appointment for this client to reschedule with another staff member.” It's off by default, so nothing changes unless you choose it.
- 📅 An unassigned appointment, created for you—Check the box, and the client's same time slot and service are recreated as an unassigned appointment, ready for another provider to pick up in the Unassigned column.
- 🗂 Your cancellation record stays intact—The original cancelled appointment is preserved, so you keep a full history of what happened alongside the new open slot.
💡 Why it matters:
In the Hi Rasmus scheduler, schedulers who wanted to keep a slot open were cancelling the appointment and then manually rebuilding an unassigned one—re-entering the client, time, and service every time, with a real risk of losing the slot while checking for coverage. Now keeping a slot open is a single checkbox, so you can focus on finding the right provider instead of redoing data entry.
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Sending Staff Activities to Camber Without an Appointment
For Camber-connected organizations, your team can now document and send eligible staff activities to Camber without scheduling an appointment first—so an ad-hoc note no longer has to wait on someone else to build the appointment. 💙
✨ What's new:
- 🔐 A new privilege and activity type setting—This is controlled by two switches: a user privilege underUser Abilities > Activitiesand a per-activity-type setting. Both must be on, so you decide exactly who can send and which activity types are eligible.
- 📤 Send the way you already do—Eligible staff activities can be sent throughSign and Send,Send Now, andBulk Send, using the same flow as activities with a linked appointment.
- 🔗 Camber creates and links the appointment—Once Camber receives the activity, it creates the appointment and links it back to the note automatically—no manual linking needed.
- 🏷 A new Appointment Source column and filter—In Activities reporting (whole-org and client history), you can now see whether an appointment originated inCamberorHi Rasmusand filter by source.
- 👁 A new eligibility column and filter—On My Activities and the org Activities list, you can see at a glance which activities can be sent without an appointment and filter to just those.
💡 Why it matters:
Documenting an ad-hoc staff activity used to mean waiting on someone else to create an appointment in a separate system, then linking it by hand before you could send. Now eligible staff activities go straight to Camber on their own—keeping providers focused on their work instead of chasing appointments. This applies to Camber-integrated organizations only; client activities and the Session, Supervision, and Form activity types are not affected.
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