Cancelling an appointment

When you cancel an appointment it is removed from the schedule grid and you can decide:

  • What the cancellation reason was
  • If the patient deserves a strike on their record
  • If you want to create a new unscheduled appointment for them

A record of a patient's cancelled appointments is available under Patient > Patient Management > Scheduling

  1. Update the appointment's status to Cancelled or Did Not Show or Left After Check-In

  2. Select a Cancellation Reason

  3. Confirm whether the cancellation will count as a strike
  4. Confirm whether you want to create a new unscheduled appointment for the patient. 
    • The unscheduled appointment will use the same appointment type and clinic. Unscheduled appointments are available from the Patient Next Visits panel and Clipboard.
  5.  Add any comments
  6. Select Save

Overriding the strike limit

Patients with the maximum number of allowable strikes cannot be scheduled. To create an appointment for a patient that has reached the allowable number of strikes, you will have to override their strike limit.

  1. Go to Patient > Patient Management > Scheduling
  2. Select Override Strike Limit

  3. Increase the number of Allowable Strikes
  4. Changes are saved automatically 
  5. Return to Scheduling and create an appointment for the patient