In the event that an appointment is cancelled, for tracking and future analysis, it is best to mark the appointment as canceled instead of simply deleting it.
The same is true of rescheduling appointments. You could simply open the appointment and change the date and/or time, but SOS recommends that you use the built-in Cancel/Reschedule feature instead. Doing so is faster, but also leaves a trail so that you can easily identify patients (or providers) who make a habit of moving appointments around.
Both Cancel and Cancel/Reschedule operations are easily executed from options on the right-click menu in the scheduling grids.
Canceling an appointment
To cancel an appointment (with no rescheduling), right-click the appointment and select Cancel on the pop-up menu. The following window will appear. Just select the appropriate cancellation reason and click OK at the bottom of the window.
Note that cancelled appointments can be hidden or displayed in the appointment grid by changing a grid display option in the top tool bar, as demonstrated in the short video clip below. (The appointment in the grid was previously cancelled as described above. )
Cancelling / Rescheduling an appointment
As explained above, you can quickly cancel and reschedule an appointment in one quick step. Right-click the appointment to display the pop-up menu, then select the Cancel / Reschedule option. The Cancel / Reschedule window will appear, showing the existing appointment details. Change the date and/or time and click OK at the bottom of the window to save and return to the appointment grid.
If the grid option is set to “Show All Appts”, you will now see both the original appointment (the status now changed to “Cancelled and Rescheduled”, along with the new, active appointment.
