When creating a new appointment or viewing an existing appointment in the Scheduling module, check for any authorization issues, as well as any overlapping date/time scheduling issues, with the Schedule Validation feature. The Schedule Validation feature allows users to identify authorization issues via a warning icon in the appointment in their calendar, and provides additional details pertaining to the issues under each service code in the “Appointment Details” page.
The Schedule Validation toggle can be found at the bottom of the “Appointment Details” page. Organization accounts can configure one of three available settings for Schedule Validation, to either:
- Enforce and always enable Schedule Validation by default for all users’ appointments.
- Disable it by default and allow users to enable it, if needed.
- Enable it by default, but allow users to disable it, if needed.

Creating an appointment with Schedule Validation disabled, means CentralReach will not look for any errors with that appointment. However, once the appointment is created, users can return to the specific event and enable Schedule Validation to identify any issues with the service codes, or with the appointment time and date. If any issues are identified when Schedule Validation is enabled, the user can still create or save changes to the appointment, by clicking on the authorization acknowledgment checkbox I accept the authorization issues outlined above, to accept the issues. Issues related to the appointment time and date overlapping with other scheduled appointments will display a warning on the bottom of the appointment details page.

Please note, if an appointment has Schedule Validation disabled, the warning icon will still be shown for all appointments with authorization issues, if you have Additional Settings set up to Show Authorization Warnings Calendar in the Scheduling module.

If the authorization allows over-billing, users can still convert appointments with an authorization issue. If the authorization does not allow over-billing, users cannot convert an appointment with an authorization issue.
Click here to learn how to set up Schedule Validation.