Patient & Appointment Management
Creating a Session
Session Creation Information Screen
5 steps
Read the guide ›Appointment Cancellation Information Screen
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Open the Appointment Details by clicking on the relevant appointment within the calendar screen. When you use the 'Cancel' action button located in the top right corner of the card, the system will redirect you to a screen to configure the cancellation reason.
Reason and Description: To maintain reporting standards, please select an appropriate cancellation reason (e.g., Patient Request, Clinic Capacity) from the list. You may also add specific notes to the 'Description' field to contribute to internal records.
Communication and Confirmation: When completing the process, you can decide based on your patient communication strategy:
Cancel & Send SMS: Finalizes the process by notifying the patient of the situation.
Cancel & Don't Send SMS: Performs the operation on the system only, without sending a notification to the patient.
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