Edit an Appointment Summary
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An Appointment Summary is used to document outcomes of student meetings—whether they were scheduled, drop-ins, or no-shows. Access to view or edit these summaries may be restricted based on your Care Unit and user permissions.
Access Requirement: Temporary Edit Permissions
To edit or delete an Appointment Summary, you must request temporary edit access from Monica Solis—monicasolis@csufresno.edu. Access will be granted only for the time needed to complete your editing task.
Editing an Appointment Summary
Log in to Staff Home and navigate to the Students tab (or Upcoming Appointments tab).
Locate the relevant appointment within the Recent Appointments (or Upcoming Appointments) table.
Click the Actions menu and select Edit Appointment Summary.
Update the summary form:
Add or edit meeting notes
Adjust appointment details (e.g., course, service, meeting type)
Confirm whether the student attended
Click Save to submit your changes.
Important. Student information entered into the platform becomes part of their official record and may be subject to FERPA regulations. Enter with care.
Marking a Student as a No-Show
The primary way to mark a student as a no-show for a scheduled appointment is from the Staff Home Students tab. Find your Recent Appointments table. Select the student and choose Mark No-Show from the Actions menu.
You can also access this section from the Staff Home Upcoming Appointments tab. Marking a student as a no-show still adds an Appointment Summary Report. The only difference is that the box next to the student’s name called Attended is not checked.
If the student is marked as a no-show by mistake, simply open the Appointment Summary, click on the edit button at the bottom corner of the summary, and check the ‘Attended’ box next to the student’s name and ID number. This action will open the summary box for you to make notes on your appointment.
Deleting an Appointment Summary
Deletion of Appointment Summaries should be handled with caution and only when absolutely necessary. Ensure you have been granted temporary edit/delete access before proceeding. Use the Actions menu within the targeted summary to perform deletion.
Note. Deleting an appointment summary does not remove the scheduled appointment. Scheduled appointments remain under the Appointments tab without an attached summary.
Closing Tips
Complete summary edits promptly—temporary access will expire once your updates are finished. Always verify that appointment fields are accurately filled and linked (e.g., to appointment campaigns or services). If unsure, contact your supervisor or reach out to Monica Solis for guidance.