Introduction
This guide explains how to cancel a booking in the system when a patient requests it. This feature is useful when a patient contacts the facility via phone or other means because they could not or did not want to cancel online. During the process, you can choose whether the system should send an automatic notification about the change.
Main Content
Canceling a booking can be done in a few steps within the administration interface.
Steps for Cancellation
Open the booking card of the appointment you wish to manage in the calendar.
Click the Cancel button on the card.
In the pop-up window, the system will ask for the reason for cancellation. Select the "Cancellation at patient's request" option.
The system will offer the option to notify the patient. Select "Yes" if you want the patient to receive an automatic email regarding the cancellation.
Click the Cancel button to finalize the process.
After clicking the button, the appointment will disappear from the calendar view.
Tips
Statistics: Although the booking disappears from the calendar, it remains available in the system statistics for data collection purposes.
Notification: It is recommended to check the email notification option in all cases so that the patient receives official confirmation of the successful cancellation.
Summary
Cancellation can be initiated directly from the booking card.
A specific option is available if the cancellation is at the patient's request.
The system can send an automatic cancellation email to the patient.
The canceled appointment is removed from the calendar but remains trackable in statistics.
FAQ
What happens to the canceled appointment in the calendar?
What happens to the canceled appointment in the calendar?
Following a successful cancellation, the booking immediately disappears from the calendar view, freeing up the slot.
Is the canceled booking still retained in the system?
Is the canceled booking still retained in the system?
Yes, while it is removed from the calendar, the booking with a canceled status will still appear in statistics and reports.
Does the patient receive a notification if I cancel their booking?
Does the patient receive a notification if I cancel their booking?
Yes, if you select the "Yes" option for the "Notify the patient?" question in the cancellation window, the system will send them an email.