Track Cancelled Appointments

View a list of appointments cancelled by the practice by completing the following instructions.

1. Go to Matrix > Appointments.
2. Input a Beginning Date and an Ending Date.
3. Click Use Selected Date Range.
4. Access the filter field and select Cancelled by Practice or Cancelled by Patient from the dropdown menu. Note: Update the doctors and locations fields, if needed.
5. Click Refresh.
6. The information displayed in the columns can be updated. Click the arrows icon within the column header to view a list of options.
7. To view the staff members who cancelled the appointments, select the Staff filter. The staff member's short name will display.
8. To view the date that the appointment was cancelled, select the Date RS/CX filter.