How to Schedule and Cancel Recurring Appointments

Have patients that come in at the same time every week or month? Creating a Recurring Appointment can not only help you save time, but also keep your schedule filled and patients coming back. This article will show you How to Schedule and Cancel Recurring Appointments.

How to Schedule Recurring Appointments

Step 1

From the appointment booking window, select Yes in the dropdown menu beside Recurring

Step 2

New fields will appear in the Appointment window. From the Frequency dropdown menu, select how often the appointment is to be booked

Step 3

Select the Start and End date

Step 4

Select the Product & Services then Save

Step 5

Once saved, you will get a Recurring Appointments Statistics report. Under the Appointment Conflicts section, if there is a conflict on a specific date it will be listed and allow you to change the date.

If there are conflicts, proceed to Step 5a

If there are no conflicts, proceed to Step 6

Step 5a

Select the button beside the appointment. From here you can View Appointment, see Other times that day that are available, or Cancel that appointment.

Selecting Other times that day will generate a list of available appointment times for you to select

Step 6

Under the Appointments, section the appointments will be listed. To make any changes, select the button beside the appointment. From here you can View Appointment, see Other times that day that are available, or Cancel that appointment.

Step 7

Before exiting the window, you can print a PDF version of the Recurring Appointments Statistics report by selecting Appointment Report

Step 8

Close the Recurring Appointment Statistics Report, the appointments will be visible on the schedule.

How to Cancel Recurring Appointments

Step 1

Click on the appointment block and select Cancel

Step 2

To cancel a single appointment, in the cancellation popup select Cancel Appointment

If you want to cancel all remaining appointments click the checkbox beside Cancel All Remaining Appointments then select Cancel Appointment

The appointment(s) will now be canceled and removed from the schedule.