How to Cancel an Appointment

How to Cancel an Appointment

Cancel a confirmed appointment when the patient or clinician can no longer attend. A reason is always required.

How to Cancel

1. Open the appointment from the Appointments list or the Calendar
2. Click Cancel Appointments from the actions menu
3. Select or type a cancellation reason
4. Click Cancel Appointment to confirm

Cancellation Reasons

Quick-pick options are provided:

• Patient requested
• Clinician unavailable
• No show
• Rescheduled
• Other

You can also type a custom reason in the text field. A reason is required before you can proceed.

Late Cancellations

Each appointment type can have a cancellation window configured (see How to Configure Appointment Types). If the appointment is cancelled within this window, it may be flagged as a late cancellation.

Billing and Refunds

If the appointment has a linked invoice:

• The dialog shows any linked invoices and their current status
• Depending on the payment provider and cancellation timing, a refund may be issued automatically
• Refund status is shown in a notification after cancellation

Important: Cancelling an appointment cannot be undone. If the patient wants to rebook, you will need to schedule a new appointment.n Appointment

• How to Reschedule an Appointment