Cancel an Appointment

Complete the following steps to cancel an appointment:

  1. Locate the appointment to be canceled. Appointments can be canceled from the Appointments panel, Patient Tracker, or the resource schedule.

    Note:

    Appointments can be located in the Appointments panel of the patient profile or by selecting View All.
  2. On the appropriate appointment, select the Appointment Actions menu and select Cancel Appointment. Select whether the cancellation was requested by the patient or select Other.
  3. Select a reason from the drop-down list and select Cancel Appointment. If notifications are enabled, the patient or proxy will receive an email or text notification regarding the appointment being canceled.

    Note:

    If the patient is younger than the self-determination age and is not emancipated, their proxy receives the email or text.
    • If the patient or proxy has only provided an email address, and no phone number, they receive an email notification.
    • If the patient or proxy has only provided a phone number, and no email address, if Permission to Send SMS is not selected, a notification will not be sent.
    • If the patient or proxy has only provided a phone number, and no email address, if Permission to Send SMS is selected, they receive a text notification.
    • If the patient or proxy has provided both an email address and phone number, if the primary contact method is email, they receive an email notification.
    • If the patient or proxy has provided both an email address and phone number, the primary contact method is a phone number, and Permission to Send SMS is not selected, they receive an email notification.
    • If the patient or proxy has provided both an email address and phone number, the Primary Contact Method is a phone number, and Permission to Send SMS is selected, they receive a text notification.

    Note:

    A canceled appointment may generate a reschedule request, depending on your configuration in Millennium Platform. If a request is generated, it must be managed in Millennium Platform. See Understand Completing Appointment Requests in Revenue Cycle Workflow for more information.