Cancel an Appointment

Choose the type of Cancellation

Open your appointment & go to the Cancellation Options

Choose whether the Family Cancelled or the Staff Cancelled the appointment

Open

Open you appointment & select Edit Occurrence

Open

Select Cancellation Type:

Enter cancellation details

Select:

Cancellation Type, Sub-Type and if the appointment needs to rescheduled

If applicable, add any notes, then select SAVE

Select:

Cancellation Type, Sub-Type and if the appointment needs to rescheduled

If applicable, add any notes, then select SAVE

• Cancellation sub-type’s are customized in your Company Account

  • Please reach out to your System Admin with questions regarding when to use each sub-type

  • If you’d like to assign a staff member the task of rescheduling the appointment you can select the staff member & a due date

Cancelled Appointment

Cancelled appointments will display with a red exclamation point

Cancelled appointments will display with red lines through them:

If the appointment is cancelled and needs to be rescheduled the appointment status will display as:

Cancelled - Needs Reschedule

OR

Cancelled - Cannot Reschedule

Link Cancelled appointment to Rescheduled Appointment

To link an appointment as a rescheduled appointment

Select “This appointment is a reschedule”

The below pop-up will appear & you will see a list of appointments to choose from under Cancelled appointments

Select the cancelled appointment you would like to link for reporting purposes

Select if you would like to insert the linked appointment’s billing information

When complete

Click SAVE

To link an appointment as a reschedule

Select “This appointment is a reschedule”

The below pop-up will appear & you will see a list of appointments to choose from under Cancelled appointments

Select the cancelled appointment you would like to link for reporting purposes

Select if you would like to insert the linked appointment’s billing information

When complete

Select UPDATE

• Only billable appointments can be cancelled