CANCEL - Appointment / Practice

Notes:

• Appointments can be canceled from the "Patients Dashboard" or through the "Calendar".
• Canceled Appointments stay on the "Calendar".

When canceling a Patient Appointment, you have 2 OPTIONS to consider:

OPTION #1 - Cancel from the "Calendar"

1. Select the “Calendar” area in the green, left-hand side menu.
2. This takes you to the “Calendar” page.
3. Select the desired Patient Appointment that requires cancellation.
4. This opens an "Appointment" modal.
5. Select the "Scheduled" dropdown menu, and choose either "Canceled - Office" or "Canceled - Patient", depending on which is applicable.
6. The appointment turns black and is labeled [Canceled - Office] or [Canceled - Patient] accordingly. The Appointment is canceled; no further action needed.

OPTION #2 - Cancel from the "Patient Dashboard"

1. Select the “Patients” area in the green, left-hand side menu.
2. Select the desired Patient from the "Patient List".
3. Select the "Appointments" tab at the top of the "Patient Dashboard".
4. This opens the "Appointments" section.
5. Select the "Date" range to narrow the search.
6. Verify the date of the Appointment to be canceled; the "Status" should be labeled "Scheduled".
7. Select the "Service(s)" blue link on the desired Appointment.
8. Select the "Status" dropdown menu and choose either "Canceled - Office" or "Canceled - Patient", as applicable.
9. Select the blue "Save" button at the bottom of the page when completed.
10. This action opens the "Calendar" page.
11. The Appointment turns black and is labeled [Canceled - Office] or [Canceled - Patient] accordingly. The Appointment is canceled; no further action needed.