Cancelling Appointments

You can cancel any future appointment, you are unable to cancel a past appointment. EXACT Admin users however can mark past appointments as Failed to Attend (FTA) or Complete.

To cancel an appointment:

1. Right-click the appointment in the standard Appointment Book and select Cancel Appointment...

   Open

   

   (Or select the appointment and then click the Cancel button at bottom right of the appointment book)

2. When the Cancellation dialogue displays, continue as described below:

   Open

   

   NOTE: To discontinue the Cancellation (and leave the appointment as is), simply press ESC on your keyboard or click the Don't Cancel Appointment button.

3. Select a Cancellation Reason , either from the Up/Down arrows, or from the Selector:
   
   

   From the Selector you also have the option of editing and adding Reasons.

   More information on managing cancellation reasons can be found here - https://soeidental.atlassian.net/wiki/spaces/PHS/pages/1666646130

4. (Optional) Type Notes about this cancelled appointment. At the bottom of the Notes text box is a brief summary of the Patient booking history. In the sample image above, the Patient over 5 years has Cancelled once and Failed to Arrive (FTA) once. 

5. Click one of the buttons:
   Clipboard: Move the appointment to the clipboard for dragging and pasting elsewhere (rebooking immediately). This appointment is not added to the Cancel List in the Cancels tab.
   Short Notice List: Move the appointment to this list for recalling the patient at short notice, and add it to the Cancels List in the Cancels tab.
   See also: https://soeidental.atlassian.net/wiki/spaces/PHS/pages/302187279?search_id=56fb0092-50ad-46a8-af6e-b9820abe9095
   Cancel List: Add to the Cancels tab. The appointment is removed from the appointment book and added to the list in the Cancels tab, from where it can be easily dragged into a new time if required.
   Do Not Rebook: Remove this patient appointment from rebooking consideration. This appointment is not added to the Cancel List in the Cancels tab, and it can only be viewed from the Patients Recall tab.
   
   

To display the notes added in when cancelling double-click the listed appointment to open the Edit Appointment window, where you can view the Note in the Notes about this appointment area:

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