·         Drag the appointment from the Cancels tab to a suitable date and time on the View Day area

• or -

·         Drag the appointment to the Clipboard pending an appropriate time slot being found.

To mark a cancelled appointment as Not To Be Rebooked

See If a patient does not wish to re-book a Cancelled appointment

This is listed in the Patient Recalls Tab and in This Patient's Appointments list in the Edit Appointment window.

You can change the appointment status list by highlighting a patient in the cancels list, then selecting a status from the Appt Status drop-down list:

Failed appointments can be marked as 'Was Not Brought'. Highlight a failed appointment in the list and click the "Was Not Brought" button. The red 'X' indicating that the appointment was failed will change to a blue 'X'. When a 'Was Not Brought' appointment is highlighted, the button title changes to "FTA", and clicking the 'FTA' button removes the 'Was Not Brought' status.

Identifying and tracking 'Was Not Brought' appointments assists with fulfilling SAFE guideline requests - see section 3.3.2 - Recording Missed Appointments of the Safeguarding in general dental practice document from Public Health England.

1. Click the Cancels tab.

2. Locate the patient within the list.

3. Click and drag the patient either onto the clipboard, or directly into another appointment

   

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: