Lumary AH - This article explains how to cancel an allied health appointment.
If your organisation or a client needs to cancel an appointment, you can cancel the appointment from the session record. The system will keep a record of the cancelled appointment, including details about when and why it was cancelled. If you need to remove an appointment without keeping a record, check out our article that explains how to delete an appointment.
This article covers how to:
- cancel an appointment, and
- identify billable vs non-billable cancellations in the appointment scheduler.
If a client has cancelled and you may be eligible to claim a short-notice cancellation from the NDIA, the steps are slightly different. Find out how to cancel an appointment for NDIS claiming.
Cancel an appointment
To cancel an appointment:
- Go to the appointment. You can get there -
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- from the Appointment Scheduler tab, clinic calendar, Client calendar or worker calendar
- by clicking the View/Add Appointment button on a client's or worker's record, or
- from your My Day View.
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- If you clicked the appointment in a calendar, you'll need to click on the name of the appointment using the text link at the top of the summary panel. This will open a session record for the appointment.
- Click the Cancel Appointment button.
- On the Cancel Appointment popup screen, select Client or Worker as the reason that the appointment was cancelled.
- Click on the Next button.
- If the appointment was for a group of clients, you'll need to select which client has cancelled. Then click on the Next button.
- The Cancellation Date & Time fields fields will default to the current date and time. To edit, click in the required field and use the calendar or clock functions to change the details.
- Click on the Reason field and select an option from the drop-down list.
The list of reasons available will depend on your organisation's policies.
- If required, click in the Cancellation Notes field and add details of the cancellation.
- Click on the Next button.
- If there is a cancellation charge involved, you'll see a summary of the cancellation, including the reason and the amount of the charge.
- Click on the Confirm button to confirm the cancellation.
If a client cancelled, the status of their appointment will change to Cancelled. If the worker cancelled, the status of the worker appointment and the session record will change to Cancelled.
Identifying Billable vs Non-Billable cancellations in the appointment scheduler
To make it easy to identify Billable vs Non-Billable cancellations in the appointment scheduler, we have provided each type its own style, so you can easily see which spaces in a workers calendar needs to be filled with billable work or other activities.