Cancelling an appointment: Difference between revisions

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(Created page with "== Cancelling an Appointment == '''1)''' Go to the Diary, choose the appointment you want to cancel, then right click it. '''2)''' The menu will appear, click "Cancel" none|thumb|383x383px '''3)''' The Cancel Appointment box will appear. It will ask you for a reason why the appointment was cancelled, you can choose from: * My Mistake (Please note: "My Mistake" will by excluding from reporting by default) * Patient C...")
 
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== Cancelling an Appointment ==
=== <big><u>How to cancel an appointment?</u></big> ===
'''1)''' Go to the Diary, choose the appointment you want to cancel, then right click it.


'''2)''' The menu will appear, click "Cancel"


'''1)''' Go to the Diary, choose the appointment you want to cancel, then right click it.
[[File:Patient_Details_Utility_Cancellations_.png|512x512px]]


'''2)''' The menu will appear, click "Cancel"
[[File:Patient Details Utility Cancellations .png|none|thumb|383x383px]]
'''3)''' The Cancel Appointment box will appear. It will ask you for a reason why the appointment was cancelled, you can choose from:
'''3)''' The Cancel Appointment box will appear. It will ask you for a reason why the appointment was cancelled, you can choose from:


* My Mistake (Please note: "My Mistake" will by excluding from reporting by default)
* My Mistake (Please note: "My Mistake" will by excluded from reporting by default)
* Patient Cancelled
* Patient Cancelled
* Practice Cancelled  
* Practice Cancelled  


Extra information why the appointment was cancelled can be added in the text box.
Extra information why the appointment was cancelled can be added in the text box.
[[File:Cancelled Appointment .png|none|thumb|348x348px]]
 
[[File:Cancelled_Appointment_.png|348x348px]]
 
'''4)''' Click the save icon to confirm the cancellation.
'''4)''' Click the save icon to confirm the cancellation.
[[File:SaveIcon.png|none|thumb]]


== Cancelling an Appointment - Add To [[Wait List]] ==
[[File:SaveIcon.png]]
 
=== <u><big>Cancelling an appointment - Add to [[Wait List]]</big></u> ===




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You can change the wait list using the "Add to Wait List" drop down.
You can change the wait list using the "Add to Wait List" drop down.


[[File:Wait list cancellations.png|none|thumb]]
[[File:Wait_list_cancellations.png]]
 


== Cancelling an Appointment - From [[Patient Appointment Snapshot]] ==




=== <u><big>Cancelling an appointment from [[Patient Appointment Snapshot]]</big></u> ===
'''1)''' Go to the [[Patient Appointment Snapshot]] at the top of Pearl.
'''1)''' Go to the [[Patient Appointment Snapshot]] at the top of Pearl.


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Extra information why the appointment was cancelled can be added in the text box.
Extra information why the appointment was cancelled can be added in the text box.
[[File:Cancelled Appointment Screen .png|none|thumb]]
 
[[File:Cancelled_Appointment_Screen_.png]]
 
'''5)''' Click the save icon to confirm the cancellation.
'''5)''' Click the save icon to confirm the cancellation.
[[File:SaveIcon.png|none|thumb]]
 
[[File:SaveIcon.png]]
 
=== <u><big>Cancelling an appointment - Short cuts</big></u> ===
 
 
'''1)''' Go to the Diary, choose the appointment you want to cancel, left click onto it, so it's flashing
 
'''2)''' Press the delete key on your keyboard
 
'''3)''' The Cancel Appointment box will appear. It will ask you for a reason why the appointment was cancelled, you can choose from:
* My Mistake (Please note: "My Mistake" will by excluding from reporting by default)
* Patient Cancelled
* Practice Cancelled
 
Extra information why the appointment was cancelled can be added in the text box.
 
[[File:Cancelled_Appointment_.png|348x348px]]
 
'''4)''' Click the save icon to confirm the cancellation.
 
[[File:SaveIcon.png]]
 
__FORCETOC__

Latest revision as of 11:39, 13 September 2022

How to cancel an appointment?

1) Go to the Diary, choose the appointment you want to cancel, then right click it.

2) The menu will appear, click "Cancel"

Patient Details Utility Cancellations .png

3) The Cancel Appointment box will appear. It will ask you for a reason why the appointment was cancelled, you can choose from:

  • My Mistake (Please note: "My Mistake" will by excluded from reporting by default)
  • Patient Cancelled
  • Practice Cancelled

Extra information why the appointment was cancelled can be added in the text box.

Cancelled Appointment .png

4) Click the save icon to confirm the cancellation.

SaveIcon.png

Cancelling an appointment - Add to Wait List

A Cancelled appointment can be added onto a Wait List. By default it will be added to your "Default Cancellation Wait List".

You can change the wait list using the "Add to Wait List" drop down.

Wait list cancellations.png


Cancelling an appointment from Patient Appointment Snapshot

1) Go to the Patient Appointment Snapshot at the top of Pearl.

2) Find the appointment you wish to cancel, right click.

3) Click "Cancel Appointment"

Cancelled Appointment Patient Appointment Snapshot.png

4) The Cancel Appointment box will appear. It will ask you for a reason why the appointment was cancelled, you can choose from:

  • My Mistake (Please note: "My Mistake" will by excluding from reporting by default)
  • Patient Cancelled
  • Practice Cancelled

Extra information why the appointment was cancelled can be added in the text box.

Cancelled Appointment Screen .png

5) Click the save icon to confirm the cancellation.

SaveIcon.png

Cancelling an appointment - Short cuts

1) Go to the Diary, choose the appointment you want to cancel, left click onto it, so it's flashing

2) Press the delete key on your keyboard

3) The Cancel Appointment box will appear. It will ask you for a reason why the appointment was cancelled, you can choose from:

  • My Mistake (Please note: "My Mistake" will by excluding from reporting by default)
  • Patient Cancelled
  • Practice Cancelled

Extra information why the appointment was cancelled can be added in the text box.

Cancelled Appointment .png

4) Click the save icon to confirm the cancellation.

SaveIcon.png


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