Troubleshooting Checkout Issues

Providers may report they're unable to check out of a specific slot or the appointment as a whole.

There are a few reasons this may happen, but the solution is the same.

Slotted/Signup events are unable to be checked out if any of the signed-up slots are left "confirmed". All slots need to be either put into "completed" or "no show". If a provider reports they're unable to check out of an event, 95% of the time is it due to one of the slots still being in "confirmed".

To change the slot status, go into the schedule page and open the slot calendar. Look for the appointment(s) that are in confirmed and click on them one by one. You need to go slow through this otherwise CMS will not record any changes. You're able to edit the status on the right side of the page once you've clicked on the slot.

Additionally you can click the administrate button below the providers picture to mass-adjust slots as it can be very time consuming to do it one by one if there are multiple.