How Meeting Statuses Work in TheraPlatform

When scheduling and managing meetings in TheraPlatform, each appointment is automatically assigned a status that reflects its stage or outcome. These statuses help providers and staff easily track the progress of meetings and their related billing or attendance details. This article explains the different meeting statuses you may see on your calendar or reports and what each status indicates. 

Meeting Statuses

New

• When a meeting is first created or scheduled by a provider or scheduler, it will automatically display as New.

Cancelled

• If a meeting is canceled by either the provider or the client, it will display as Cancelled.

In Session

• When a provider is actively conducting a telehealth call with a client through TheraPlatform, the meeting will show as In Session.

Finished

• Providers can manually update a meeting to Finished by selecting the appointment on the calendar and choosing Finish Session.

Invoiced

• A meeting will display as Invoiced once an invoice has been created in our platform that includes this meeting as a line item.

Billed

• After a meeting has been invoiced, it will change to Billed if the invoice has either been:

  • Sent to the client so it is visible in their client portal, or

  • Used to generate and submit a claim to a payer/insurance company.

Paid

• If an invoice linked to a meeting has been fully paid and shows no remaining balance, the meeting will reflect a Paid status.

Confirmed

• If client confirmations are enabled in your system and a client marks that they plan to attend, the meeting will display as Confirmed.

Deleted

• If a provider manually deletes a meeting from the calendar, it will show as Deleted. Deleted meetings are removed from the calendar view but remain available in the Reports Module, where they are listed with a Deleted status.