How to Cancel an Appointment

Making an adjustment to the schedule.

An appointment always has the possibility of being canceled. When this occurs, it is useful to keep track of the type of cancellation and the reason described.

Overview

1. How does it work?
2. Where is the information stored?
3. Deleting an appointment

How does it work?

From the Schedule, select the appointment and choose Cancel.

There are several reasons on the drop-down menu to select from.

Select the checkbox next to Rebook From Waiting List if you would like to quickly replace the booking time from the next available patient on the waiting list.

Where is the information stored?

Navigate to the Patient's Profile and choose History. Select the Appointments tab.
The cancellation type selected for the appointment will display in the Status column. 

 


If there was a note entered upon cancellation, the  icon will display.
Select this icon to view any note(s) entered on the appointment.

Navigate to the Patient's Profile and select Correspondence. 

Within the Notes tab, the notes entered while cancelling the appointment will display here, along with the date and time it was entered.