Un-rendering a Service Appointment

1. Navigate to the Schedule Section

• Click on "Schedule" from the left-side navigation panel to view the list of appointments.

2. Select the Rendered Appointment

• Find the rendered appointment you want to un-render from the list.

3. Open the Appointment Details

• Click the appointment row to open its details in the modal.

4. Initiate Un-rendering

• Click the Un-Render Appointment button at the bottom right of the modal.

5. Confirm Un-rendering

• A modal titled Un-render Appointment will appear. Click Un-Render to confirm.

6. Impact on Timesheets and Claims

• Active Timesheets: Any active timesheets linked to this appointment will be deleted.

• Processed Timesheets: Processed timesheets will be flagged and require resolution.

• Processed Claims: Claims associated with the appointment will be flagged and require attention.

7. Resolve Flags

• After un-rendering, go to the relevant sections such as Payroll or Billing to resolve any flagged timesheets or claims.