Delete an Appointment

Staff permissions are required to delete appointments.

To grant a team member permission, go to Tops Ortho>Practice Set-up>Staff/Security and assign the appropriate access.

To delete an appointment, a staff member will always see a password prompt. A staff member with the appropriate permission can enter their password to proceed with the reschedule.  

The purpose of the password requirement is to track deleted appointments and to ensure that an appointment is not deleted accidentally.

Deleting an appointment can be accomplished in multiple ways. The options are listed below.

Option 1 - Delete from Appointment Book

1. Go to Day > Appointment Book, or press Command B.
2. Locate the appointment and delete from either option below
   1. Click the appointment to select it and click the Delete key on your keyboard
   2. Right-click on the appointment square to open the contextual menu. Select Delete Appointment.
3. Enter your password
4. Confirm you would like to Delete

Option 2 - Delete from the Patient's chart

1. Go to View > Patient Info > Appointments/Recalls/Lab, or press Command 3.
2. In the Find Patient field, input the patient name using the first three letters of their first name, and the first three letters of their last name. Click Find, or press your Tab key.
3. Double click on the name within the displayed results.
4. Double click on the appointment that needs to be cancelled.
5. This takes you directly to the appointment book and spotlights the appointment.
6. Delete the appointment following either option below:
   1. Click the appointment to select it and click the Delete key on your keyboard
   2. Right-click on the appointment square to open the contextual menu. Select Delete Appointment.
7. Enter your password
8. Confirm you would like to Delete