How Do I Discard or Un-Discard an Appointment Request?

Mike Abrahamson -

Discard Appointment Request

At times, an agency worker or producer may start the process of requesting an appointment, but for one reason or another, will want to discard the request before it's processed. 

There is a procedure in SureLC that allows users to "Discard" the request so it does not show as Open on the producer's Appointments screen.

Follow the steps below:

 

From the Producers screen, locate the producer from the list and click on Appointments

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Single-click on the request you would like to Discard and then click Add Comment

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Click the Discarded radio button and add a comment, if needed. If this is a comment you do not want the producer to see, click the Do Not Show To Producer checkbox. Once you have completed the required information, click Save

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To see a producer's Discarded appointment requests, click on All Open in the upper right-hand corner of the screen and choose Discarded. 

 

Un-Discard Appointment Request

From the Producers screen, locate the producer from the list and click on Appointments

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Click on All Open in the upper right-hand corner and choose Discarded

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Single-click the Appointment Request you want to un-delete, then click Add Comment

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To move the Appointment Request back to Open status, click the radio button labeled Agency, then click Save

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This moves the Appointment Request back to the producer's Open appointments screen. To get back to the producer's Open appointment requests, click Discarded in the upper right-hand corner of the screen and choose All Open. Here, you will see the Appointment Request that was moved from Discarded status to the Agency status. 

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