The Appt Cancelled, Not Rescheduled workscreen helps staff identify and manage patients who cancelled an appointment without booking a new one.

This menu can be enabled within Global Settings

Open the Workscreen

1. Open the Schedule screen.
2. Click New Appointment.
3. Select the Appt Cancelled, Not Rescheduled tab.

Filter the Worklist

Filter the list by:

• Visit Type
• The date range during which the appointments were cancelled

Patients who have any future appointment are excluded from the worklist, regardless of the future appointment’s visit type.

Worklist Information

The grid displays the following information:

• Patient Name
• Date of Birth
• Phone Number
• Cancelled Appointment Date
• Cancelled On
• Provider Name
• Visit Type

Phone Number

The displayed phone number is determined in this order:

1. If the patient has a cell phone number, the cell phone number is displayed.
2. If no cell phone number is available, the patient’s home phone number is displayed.
3. If neither number is available, the field is blank.

Available Actions

Reschedule

Select Reschedule to begin booking a new appointment directly from the patient’s record. After the appointment is successfully booked, the patient is automatically removed from the worklist.

Remove

Select Remove to manually dismiss the patient from the worklist when the practice does not plan to reschedule the appointment.