- The host clinician or the office admin acting on their behalf, can cancel scheduled video meetings.
- This cancels the appointment entirely and removes it from all invited providers’ schedules.
- All invited providers and clinic admins will receive notification of this action, based on their notification settings within the platform (under 'Account' > 'Notifications'). See article - "'Notifications' - To Healthcare Providers and Clinic Admins"
- Those whom you shared the meeting link with (including the patient), will not be notified. You must notify them.
Sections in this article include:
STEPS TO CANCEL
Step 1 - Select the scheduled meeting from either the:
- 'Schedule' tab > 'Week' or 'Day' view, or
- 'Consultations' tab > 'Active and Pending' screen
Step 2 - Click the red 'X' or 'X Cancel Meeting'.
'Schedule' Tab:
'Consultations' Tab:
Step 3 - You will be prompted to confirm the cancellation.
Recurring Meetings - you will have the option to cancel all the meetings in the series or just the one you are on. Under the 'Schedule' tab, find the scheduled meeting, then select either 'Cancel This Meeting Only' or 'Cancel All Meetings in This Series'.
From 'Schedule' Tab:
Single Meeting Recurring Meetings
From 'Consultations' Tab:
A green banner will confirm that the meeting(s) are cancelled.
Step 4 - Those whom you shared the meeting link with, will not be notified. You must notify them.
APPOINTMENT NOTIFICATIONS SETTINGS
Clinic care team members can receive appointment notifications via email, SMS text message or both.
Each member of the care team configure their own notifications.
Clinic admins configure notifications for the providers they want to receive alerts for, regardless of whether they modified the appointment or another admin did so. They must first select the provider's name from the dropdown.
Notifications can be received by:
- Email only
- Text only
- Both
To customize notifications:
Step 1 - From the left navigation bar, select 'Account', then click 'Notifications'.
Notifications will be sent to the email address and mobile number noted at the top of the screen. (This information was pulled from the account holder’s Profile Information.)
Step 2 - If you are the Clinic Admin, select the provider's name from the drop-down list. Providers will not see this dropdown.
Step 3 - Under ‘Appointments’, 'check' the notifications the provider wishes to receive.
Step 4 – Click ‘Save’
Notifications include:
- When an appointment is created
- When an appointment is cancelled
- When the provider is invited to another host's appointment
- When an invited provider you invited declined the invitation