Cancelling Appointments/Reservations
- Using RCM Cloud
- Scheduling Overview and Workspace
- Scheduling Toolbar
- Scheduling Reservations / Appointments
- Cancelling Appointments/Reservations
- Arrive/Un-Arrive Patients
- Depart Patients
- Mark No-Show Patients
- Scheduling Appointment Tabs
- Scheduling Patient Tab
- Scheduling Visit Tab
- Scheduling Quick Actions
- Scheduling General Configuration
- Registration and the Registration Workspace
- Registration Work Queues
- Add New Patient
- Add Visit
- Register Pre-Admit Visit
- Registration Patient Tab
- Registration Patient Tab General Configuration
- Registration Visit Tab
- Registration Visit Tab General Configuration
- Registration Guarantor Tab
- Registration Insurance Tab
- Registration Insurance Tab General Configuration
- Registration Authorizations Tab
- Registration Authorizations Tab General Configuration
- Registration MSP Tab
- Registration Legal Tab
- Registration Workspace Quick Actions
- Medical Records Overview and Workspace
- Medical Records Abstracting Tab
- Medical Records Abstracting Tab General Configuration
- Medical Records Patient Tab
- Medical Records Patient Tab General Configuration
- Medical Records Quick Actions
- Collections Overview and Workspace
- Collection Collection Event Tab
- Collections Collection Event Tab General Configuration
- Collections Patient Tab
- Collections Patient Tab General Configuration
- Collections Insurance Tab
- Collections Insurance Tab General Configuration
- Collections Guarantor Tab
- Collections Guarantor Tab General Configuration
- Collections Visit Tab
- Collections Visit Tab General Configuration
- Collections Workspace Quick Actions
- Billing Overview and Workspace
- Billing Workspace Billing Event Tab
- Billing Workspace Billing Event Tab General Configuration
- Billing Patient Tab
- Billing Patient Tab General Configuration
- Billing Insurance Tab
- Billing Insurance Tab General Configuration
- Billing Guarantor Tab
- Billing Guarantor Tab General Configuration
- Billing Visit Tab
- Billing Visit Tab General Configuration
- Billing EOB/Denials Tab
- Billing Claim Error Tab
- Billing Quick Actions
- Payment Posting Overview and Workspace
- Payment Posting Work Queues
- Payment Posting General Configuration
- Payment Posting Line Item Detail Tab – Patient Payment
- Payment Posting Line Item Detail Tab – Insurance Payment
- Payment Posting Line Item Detail Tab General Configuration
- Payment Posting Insurance Tab
- Payment Posting Insurance General Configuration
- Payment Posting Visit Tab
- Payment Posting Visit Tab General Configuration
- Payment Posting Remit Detail Tab
- Payment Posting Quick Actions
- Master Application Security List
- Bed Board Search
The Cancel Appointment window allows a fully scheduled appointment to be canceled while providing a reason, which is required. The reason is required for tracking when and why an appointment was canceled in order to keep accurate information in RCM Cloud®.
Reservations can be canceled without providing a reason. Appointments and reservations can be canceled from the Appointment Scheduler or in the Appointment tab.
To cancel an individual appointment, follow these steps:
- Click on the appointment in the Appointment Scheduler to populate the Appointment tab then click the Cancel button or right-click on the appointment in the Appointment Scheduler and select Cancel.
The Cancel Appointment window displays.
- Provide a cancel reason by either:
- Cancel Reason – Click the dropdown and select a pre-defined reason. The pre-defined reason’s text displays in the Cancel Text field.
- Cancel Text – Enter a free-form cancel reason. If a Cancel Reason was selected in the dropdown, it clears when text is edited in this field.
- Click Save. The appointment is canceled and removed from the Appointment Scheduler.
Cancel Recurring Appointments
A single recurring appointment, appointments after the selected appointment, or the entire series can be canceled. To cancel a recurring appointment, follow these steps:
- Click on any appointment in the series in the Appointment Scheduler to populate the Appointment tab and click the Cancel button or right-click on the appointment in the Appointment Scheduler and select Cancel. The Cancel Appointment window displays.
- Select a cancel occurrence option from the following:
- This occurrence only – Click to cancel the specific appointment.
- All remaining occurrences – Click to cancel all appointments in the series after the selected appointment.
- Provide a cancel reason by one of the following:
- Cancel Reason – Click the dropdown and select a pre-defined reason. The pre-defined reason’s text displays in the Cancel Text field.
- Cancel Text. Enter a free-form cancel reason. If a Cancel Reason was selected in the dropdown, it clears when text is edited in this field.
- Click Save. The appointment or appointments are canceled.
Cancel Reservations
Reservations do not require a cancel reason. They can be canceled from the Appointment Scheduler or in the Appointment tab. To cancel a reservation, follow these steps:
- Click on the reservation in the Appointment Scheduler to open the Appointment Details window and click the Cancel button or right-click on the reservation in the Appointment Scheduler and select Cancel. The reservation is removed from the Appointment Scheduler.
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