The Cancel Appointment feature currently completely deletes the appointment and does not keep a record of cancellations in the schedule and the patient’s administrative centre.
Whether it's to investigate a cancelled appointment, analyse a patient's absenteeism or cancellation patterns, or to bill cancellation fees, if your clinic wants to maintain a record of the cancelled appointment, here is the alternative procedure to follow.
A. Prior configuration via the administrator account :
Add a new appointment activity
- Access the administrator account.
- Click on Manage activies in the Appointment management section.
- Click on the + in the lower right corner.
- Complete the default information associated with the new activity:
- Colour - Select red
- Name - Enter Cancelled appointment (or any other name you like)
- Default appointment type - Select Other
Click Add to save the activity.
B. Steps to follow:
From the Display schedule details view
- Click on the appointment to access the details window.
- Click on the Move the appointment icon
- In the view showing the next availabilities in the calendar, click again on the Move the appointment icon in the top left-hand corner:
- In the Move an appointement window:
- Change the appointment activity to the new activity representing cancelled appointments
- Keep the appointment date and time (don't make any changes!)
- Add the reason for the cancellation in the Description if necessary
- Uncheck the boxes for automated communications (Modification notice and Reminder)
- Click on Move
The availability slot will then be freed up for another patient. The cancelled appointment will continue to appear in the user’s schedule:
The appointment will also continue to be displayed in the patient's administrative centre:
Good to know :
- If you print labels from the Agenda view, labels will be printed for cancelled appointments too.
⚒️ Developments are planned to provide our users with a permanent standard procedure.