Using the Cancellation List

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The cancellation list is a log of all FTA/UTA appointments for a selected period. It is recommended the list is used as a follow up list for patients who did not reschedule. 

View Cancellation List

  1. Click the navigation menu > Appointments > Sidebar Options > Cancellation Listmceclip1.png

Filter Cancellation List

  1. Date: Select the period to view cancelled appointments

  2. Book: Select <All> or an individual appointment book

  3. Provider: Select <All> or an individual provider 

  4. Class: Select <All> or an individual appointment class

  5. Show only patients that have cancelled (UTA) more than # times

  6. Show only patients that failed to attend (FTA) more than # times

  7. Show Copied/Restored records: Includes those moved back to original appointment time (error) or copied to a new time slot (reschedule)

Add Notes to Cancellations

New as of build 22.614. DB5203, each record listed on the cancellation list can have notes added for record-keeping and tracking purposes. Many use the cancellation list to follow up patients who did not reschedule, therefore adding notes to the record is a great way to keep on top of the list

  1. Double click within the notes field

  2. Type your notes within the notes window

  3. Click OK
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  4. When the cancellation list is printed, the notes will show
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Go to Patients' File from Cancellation List 

The cancellation list can be open whilst moving throughout a patients' file, this is helpful when calling patients who did not reschedule. 

  1. Right click on the patient in the list

  2. Select area of PATIENTS to move to
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Schedule Appointment from Cancellation List

  1. In the background, select a vacant appointment slot

  2. Highlight the patient in the list

  3. Click Copy

  4. Click Yes to remove original appointment statuses or No to keep them
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