Document a Past Appointment
Add observations to an appointment after the visit, or use data you already recorded.
Open the appointment
For a therapy visit without a live TallyFlex session, open the past appointment from the client’s Records and choose Record observation in Data Collection. You can start after its scheduled end time, even if it still shows Scheduled. Only mark a visit Completed if it took place.
On Solo and Teams, client owners and editors, and team owners and admins, can record or correct these observations.
Record what you observed
Check the date, time, and observer against your original observations. Fill in only the targets you observed. Enter 0 for zero occurrences; leave unobserved targets blank.
Save while connected to the internet. The appointment becomes Completed, with your observations in its Service Record. Select any image to view it at full size.
If you only need to record attendance, use Mark as completed without adding measurements.
Use observations you already recorded
Choose Use existing observations instead of entering the same data again. You can also record observations first, create the appointment afterward, and then add them here.
An observation must fit entirely within the appointment time. If you cannot select it, check the explanation. Correct an inaccurate appointment time; keep the observation times as recorded.
Your existing observations keep their values, observer, and times, without duplicating the data.
Review or correct the record
Open the completed Service Record to review Data Collection, add notes, or export the record.
To correct data, choose Edit observations and give a reason. Correction history shows earlier changes. Signed records may need fresh acknowledgement and signatures.
Unlink observation removes an observation from this appointment while keeping it in the client’s data. Clearing or deleting the whole record removes its linked observations, including those recorded before the appointment was created.