How the Administrator and the Scheduler Can Cancel Appointments for Therapists

The Administrator and the Scheduler can both cancel appointments/meetings for therapists.

Here are instructions on how the admin and the scheduler can cancel an appointment/meeting for therapist:

1. Click on the "Schedule".
2. Switch the calendar view to your therapist’s calendar by clicking on the box titled “Select Therapist” (above the calendar ) and select the name of the therapist.
3. Your therapist’s calendar will pull.
4. Locate a name of a client/date on the calendar and click on it.
5. A pop- up box will open- Click on the blue button "Cancel"
6. A pop up box will pull- where you can choose to cancel "this meeting only" or "all meetings" ( if the meeting was initially scheduled as recurring)
7. If you click on "this meeting only"- the pop up box will pull.
8. Select reason for cancellation.
9. If your practice has "cancellation" or "no show fee" select it under "non-service services"
10. If you practice does not have "cancellation" or "no show fee"- leave the field "non-service services" blank.
11. Enter your cancellation note as needed and click on "save changes". 
12. Your therapist can also note that the meeting was canceled in the therapy note by clicking
13. on the cancelled meeting on the calendar and clicking on “add note”.

Note: Your therapists can also cancel appointments/meetings themselves. Here is how.