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Cancel an appointment

Record a reason, check the fee and notify the patient.

Table of Contents

Click the appointment, then click Cancel. The Cancel Appointment panel lists every visit this patient has that day, with the one you opened already ticked. It also shows how much notice was given.

Complete the cancellation

  • Tick any other visits that should be cancelled at the same time.

  • Choose a Cancellation Reason. Proceed stays disabled until you do.

  • Check the charge shown under the reason. It comes from your cancellation policy, and you can type a different amount in the box to override it.

  • Leave Email Notify on, or change it and SMS Notify as needed.

  • Click Proceed.

Afterward

The card leaves the calendar. To see it again, open the view menu in the toolbar and tick Show cancelled. The visit also stays on the patient card under Cancelled on the Appointments tab.

Up next

Next, read Calendar overview.