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Understanding Appointment Statuses in CTA

Expected Outcomes:

After completing this article, you should be able to identify and understand the meaning of each appointment status within the CTA platform.

Purpose/Short Description:

This article provides a quick guide to help you find and understand the key for all appointment statuses in the CTA scheduling system.

Tags:

CTA, appointments, Counselor, Provider, Clinician, Scheduling, Appointment Status

Audience:

Counseling team, Providers/Clinicians

 

Step-by-Step Instructions

 

  1. Navigate to the Schedule: In the CTA platform, click the calendar icon on the left-hand side to go to your Schedule.  

  2. Open the Calendar Key: Click the "Calendar Key" button on the right side of the screen. A window will pop up with a list of all appointment statuses and their descriptions.  

 

Appointment Status Definitions

 

  • Created: An appointment has been scheduled and is awaiting the next action.

  • Scheduled: An appointment is confirmed and waiting for the designated date and time to begin.

  • In Progress: The appointment has started and is currently underway.

  • Completed: The appointment was successfully finished as scheduled.

  • Completed Non-Billable: The appointment was finished but will not be charged to a client or insurance.

  • Completed Elsewhere - Tech Difficulties: The session was finished but had to be completed on an alternative platform due to technical issues.

  • Needs Attention: The appointment requires a follow-up or a specific action from a staff member.

  • Attention Required: Client is Late: The client has not joined the session, and the start time has passed.

  • Attention Required: Provider is Late: The provider has not joined the session, and the start time has passed.

  • Attention Required: Nobody Attending: The start time has passed, but neither the client nor the provider has joined the session.

  • Canceled by Client: The client proactively canceled the appointment before it began.

  • Client No Show: The client did not attend a scheduled appointment and did not cancel beforehand.

  • Canceled by Provider: The provider proactively canceled the appointment before it began.

  • Provider No Show: The provider did not attend a scheduled appointment and did not cancel beforehand.

  • Client/Provider No Show: Neither the client nor the provider attended the scheduled appointment.

  • Tech Difficulties: Canceled: The appointment was canceled specifically due to unresolved technical problems.