Managing Cancellation Reasons

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.

To use Cancellation Reasons it must be enabled in Configure > Appointment Books: Enable Cancellation reason:

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To configure a Cancellation Reason

1. Right-click an appointment and select Cancel Appointment...

2. Click the List selector button alongside the Cancellation Reason field to display the View Cancellation Reasons window:

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3. To edit an existing reason, highlight it and click the e|d button, to display the Edit Cancellation Reason window.
   This enables you to change the text and/or the colour, and set whether or not a note is required to be attached to the cancellation.

4. To create a new Cancellation Reason, click the +1 button to display the Add Cancellation Reason window (this is the same as the Edit window).

   Type an appropriate Description.

   Optionally click the Set Colour button and choose a colour for the cancellation reason then select OK > OK to exit the windows.