Cancellation Reasons

Setting up Cancellation Reasons (1:00)

Important - For practices with a hosted server, for example AEROS, you must watch the videos on your local desktop. To do this copy and paste the url for this web page into your local browser. Local health board restrictions may also affect access.

Cancellation reasons are used to audit the why booked appointments are being cancelled. These are used both in practice and by the patient via online services.

To view your existing Cancellation reasons, from the Appointments Setup menu select Cancellations reasons and the Cancellation reasons screen displays:

You can drag and drop the reasons into the order you want them to display, or select Sort (A-Z) to reorder the list alphabetically.

You can also use Search cancellation reasons to find a reason if required.

Updating Rows

The following notifications display on the screen when additions, modifications and deletions are made:

Addition - Adding a new row.
Modification - Modifying an existing row.
Deletion - Deleting rows.

Note - The notifications disappear once you save or reset the changes, a warning symbol displays

if the change cannot be made, for example, if the name you are using is already in use.

See Adding a Cancellation Reason and Editing or Deleting Cancellation Reasons for further details.

Setting up and Managing Booking Methods and Cancellation Reasons (1:51)

See Video Tutorials for further Appointments Setup videos.

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