Cancel an appointment

Cancel a booking with a reason so that the slot is clearly marked and the record stays for reference.

Cancelling marks the appointment as cancelled and records why. The appointment is not deleted: it stays in the list and shows in red on the calendar.

note

Who can do this: front desk and appointment staff

Where: Appointments › Views › Appointment List › row menu › Cancel Appointment

Before you start

• If the patient only wants another time, reschedule the appointment instead.

Cancel the appointment

1. Go to Appointments › Views › Appointment List and find the appointment.
2. Click the three dots at the end of the row and choose Cancel Appointment.
3. The Cancel Appointment form opens on the OTHER DETAILS tab.
4. Type the reason in Cancellation Reasons. This field is required.
5. Click Save. You see Record updated successfully.
6. Open Appointments › Outpatient Scheduling to confirm. The appointment is now red.

warning

A cancelled appointment cannot be billed. If the patient comes after all, book a new appointment.

Troubleshooting

What you see	What it means	What to do
This field is required.	Cancellation Reasons is empty.	Type a reason and save again.
Appointment is Cancelled	The appointment is already cancelled.	Nothing more to do. Book a new appointment if the patient is coming.

Related

• Reschedule an appointment: move the booking instead of cancelling it.
• Book an appointment: add a new booking.
• Appointments FAQs: common questions about the list.