Legacy Cancel/Reschedule
Legacy Cancel/Reschedule (original schedule platform NOT “New Scheduling”)
|
Overview: Cancel and Reschedule Navigation |
Audience: Front Office Support |
**NOTE: THIS IS NOT THE APPROPRIATE WORFKLOW FOR A LATE CANCEL OR LATE RESCHEDULE APPOINTMENT PLEASE REFER TO DESIGNATED JOB AID FOR FURTHER CLARIFICATION**
2. At the bottom of the
Appointment page select “Cancel” or “Reschedule”
3. Select the Appropriate reason for Cancel/Reschedule from required “Reason for Cancellation.”
4. Select “Cancel” or “Reschedule” based on patient request.
5. If cancelling there are no more further steps.
6.
If rescheduling – schedule the new appointment appropriately.
Refer to “Legacy Scheduling” job aid for reference.
FROM QUICKVIEW:
1. In patient quickview select “Scheduling” > “View Patient Appointments”
2. Locate the appropriate appointment > Select “Cancel” or “Reschedule” based on patients request.
3. Follow steps 3-6 located above - under “FROM APPOINTMENT ON DAILY SCHEDULE”.
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