Canceling appointments

This article covers how to cancel an appointment, the importance of attending scheduled meetings, and how to undo canceling an appointment. It provides a video and step-by-step guidance for processing this in the EHR.

Video demonstration

Guided steps

How to cancel an individual appointment

To cancel an appointment:

1. Log into the EHR
2. Click Home and then Scheduler

   

3. Select the Week View icon (little calendar with a horizontal line through it) to get a full view of your calendar

   

4. Click on the appointment you want to cancel
5. Select Cancel. Do not select Delete.

   

6. Choose the appropriate cancel reason from the options displayed

   

7. The appointment will disappear from your calendar

How to undo canceling an appointment

If you ever make a mistake when canceling, you can always un-cancel appointments. To do so:

1. Log into the EHR
2. Navigate to your Scheduler
3. Click on the list icon at the top left of your Scheduler (3 dots)
   
4. Filter for the day of the appointment that you want to un-cancel
   
5. Locate the appointment and un-check the box in the cancel column
   
6. Confirm that you would like to undo the action by clicking ok on the pop-up message
   
7. Return to your calendar view, and you should now see the appointment back on the calendar

Updated February 29, 2024 16:03