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”.
Related Articles
Beta Cancel/Reschedule
Beta Cancel/Reschedule Overview: How to cancel and reschedule non-late appointment change requests. Audience: Front Office Support **NOTE: THIS IS NOT THE APPROPRIATE WORFKLOW FOR A LATE CANCEL OR LATE RESCHEDULE APPOINTMENT PLEASE REFER TO ...Legacy Scheduling
Legacy Scheduling (original schedule platform NOT “New Scheduling”) Overview: Scheduling Navigation (New & Established) Audience: Front Office Support To Schedule: 1. Select “scheduling” from patient task bar in Quickview > “Schedule Appointment” 2. ...No Show-Late Cancels Workflow
EFFECTIVE 10/13/2025 If a patient calls to cancel or reschedule within 48 hours or less than 2 business days of a scheduled visit OR no shows for an appointment, CANCEL the appointment from the schedule using cancellation reason "NS/LC-Charge" *Use ...Appointments Cancelled via the Patient Portal
Appointments Cancelled via the Patient Portal We’ve added a new workflow to give you real-time notifications for appointments cancelled via the portal, so that you can call the patient to reschedule. The workflow creates patient cases that go to your ...Understanding Office Inbox
Understanding Office Inbox Overview: Office inbox and buckets review Audience: Front Office Support Review: The office inbox houses buckets that are specific to administrative duties. Practice Assistants will primarily work out of the respective ...