There are three ways a healthcare provider or their clinic admin can cancel a scheduled consultation:
Option 1: From the 'Schedule' screen
Option 2: From the 'Active & Pending' room
Option 3: From within the Active Consultation (available after entering the consultation).
- If your patient has requested to have their 'patient consultation' cancelled, please refer to this article: Patient has Requested to Cancel Their Patient Consultation
- If you are a healthcare provider invited to a patient consultation or video meeting and wish to 'Decline' that invitation, please refer to this article: How to Decline an Invite or Cancel a Video Meeting / Consultation
Option 1 - From the 'Schedule' Screen
This option is available only until the scheduled appointment time, then this feature will disappear. When that happens, use Option 3 below to cancel a patient consultation.
Step 1 - From the left navigation bar, select 'Schedule'.
Step 2 - From either the 'Week' or 'Day' view, find the appointment you wish to cancel.
Step 3a - In 'Week View' - select the appointment, then click 'X Cancel'.
Step 3b - In 'Day View' - select the appointment, then click 'X Cancel'.
Step 4 - Review the message, then click 'Cancel Consultation'.
The appointment will be cancelled and removed from the schedule.
The patient will receive an email informing them of the cancellation(s). They can reschedule by contacting the clinic directly or the clinic must contact them.
Option 2 - From the 'Active & Pending' Screen
Step 1 - From the left navigation bar, select 'Consultations', then 'Active and Pending'.
Step 2 - Find the appointment you wish to cancel, click 'Cancel Consultation', then 'Yes, Cancel Consultation'.
The appointment will be cancelled and removed from the 'Active and Pending' screen.
The patient will receive an email informing them of the cancellation(s). They can reschedule by contacting the clinic directly or the clinic must contact them.
Option 3 - From Within the Active Consultation
Step 1 - You must have entered a patient consultation. Above 'Patient Information' on the consultation screen, click on the drop-down menu labelled 'Active'.
Step 2 - Click 'Cancel Consultation'.
Step 3 - Click the drop-down to select a reason for the cancellation, enter a comment (optional), then click 'Yes, cancel consultation'.
The patient will receive an email informing them of the cancellation(s). They can reschedule by contacting the clinic directly or the clinic must contact them.