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Utilisation Manager features an updated Cancellation Dialogue.
Prerequisite for using Cancellation Reasons must be enabled in Configure > Appointment Books: Enable Cancellation reason:
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Cancelling An Appointment
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You cannot cancel a past appointment. EXACT Admin users however can mark the appointments as Failed to Attend (FTA) or Complete.
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Managing Cancellation Reasons and Notes
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When you cancel a patient appointment, you can choose from a list of preconfigured Reasons for the cancellation, such as Sickness, Work Commitments, Transport, etc. If there isn't an appropriate Reason code listed, you can easily create one at the time of cancellation, from within the Cancellation window. Cancellation Reasons must be enabled in Configure > Appointment Books: Enable Cancellation reason: To configure a Cancellation Reason
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Re-booking a Cancelled Appointment
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Removing Cancelled Appointments
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Normally the patient simply remains in the Cancels tab and you do not need to do anything further until they call to rebook. However, if a cancelled appointment is not to be rebooked for whatever reason, mark it as Not to be Rebooked by clicking on the No Rebook button: This Cancelled, Not To Be Rebooked appointment displays a black Cancel icon in the Patient Recalls Tab and in the patient's Edit Appointment window: To specify a date range when NO rebooking is to be done Appointments in a specified date range can be marked as No Rebook by clicking on the No Rebook button (above) and using the Remove Range button (above) to enter the date range when no rebooking is to be done. This feature is generally only used to clear expired cancelled appointments from this list so the practice can act on current cancellations. Periodically review patients in the Cancels tab TIP: Periodically review the patients in the Cancels tab to determine if they have re-booked an appointment. This also gives you the opportunity to call, or write to the patient, if this is your Practice’s procedure. Using either of the telephone or envelope icons within the Cancels tab will record the fact that contact has been made with the patient in the patient’s Contacts tab. View an Audit Trail of appointments from the Cancels tab by clicking on the button to the right of the Appointment Status field at the bottom of this window, and selecting the category to view: |
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