- 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 will receive a notification of this action, based on their notification settings within the platform (under 'Account' > 'Notifications').
- Those whom you shared the meeting link with, 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
'Schedule' Tab:
'Consultations' Tab:
Step 2 - Click the red 'X Cancel Meeting' (only available up until the appointment time).
Step 3 - You will be prompted to comfirm the cancellation. If the appointments are recurring, you will have the options to cancel 'This Meeting Only' or 'All Meetings in This Series'.
Only click 'Cancel Meeting' if certain.
A green banner will confirm that the meeting has been cancelled.
Step 4 - those whom you shared the meeting link with, will not be notified. You must notify them.
APPOINTMENT NOTIFICATIONS SETTINGS
- Providers may wish to be notified if their meetings are cancelled.
- Clinic admins need to know if their provider has cancelled a scheduled meeting.
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 Office Admin, making selections on behalf of the provider, select the provider's name from the drop-down list.
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