Lesson 5: Canceling and Rescheduling Appointments This material contains confidential and copyrighted information of Epic Systems Corporation © Epic Systems Corporation – Confidential

Canceling and Rescheduling Appointments In this lesson you will learn how to: Cancel an appointment Reschedule an appointment

Canceling an Appointment Patient appointments can be canceled from several different locations. In this Lesson we’ll look at canceling from the Appointment Desk. Just as creating an appointment can be from several sources, so can the reason for cancellation (parents call, the clinic calls, user error).

Epic Basic Appointment Cancellation To cancel from the appointment desk, click once to highlight the appointment. The bottom of the screen has several options that will be available after the appointment is highlighted. Cancel by clicking on the Can/Resch button on the toolbar, or… Right click on the appointment, and select Cancel from the dropdown menu.

Epic Basic Appointment Cancellation The Cancel Appts screen will display the selected appointment with a check marked box. Other appointments that are on the same day or linked together will also show up allowing you to cancel more than one appointment if needed.

Epic Basic Appointment Cancellation The cancellation reason is a required field. If you don’t enter one, you will get an error message with a red stop sign. Click on the magnifying glass for a list of reasons from which to choose. You may enter any pertinent comments in the comment field.

Epic Basic Appointment Canceling/Rescheduling Appointments If you selected Cancel Appointments, the displayed Cancel Appts window will indicate the selected appointments are canceled. You can click Reschedule from this window to reschedule the appointment.

Epic Basic Appointment Cancellation From the cancel appointment screen, you will also have the choice of rescheduling the appointment before you actually cancel it. This could be helpful, if after being advised of other options, the patient/parent decides to keep the original appointment. Instead of clicking Cancel on this screen, click Reschedule.

Epic Basic Appointment Canceling/Rescheduling Appointments After clicking Reschedule, you will be taken to the Make Appointment/Reschedule window where the appointment details will be retained to prevent you from having to re-enter them. Once the new appointment is successfully rescheduled, the old appointment will be canceled. In the event no new available appointment times are suitable for the patient/parent, and they choose to keep the original appointment, simply close the Make Appointment window without rescheduling another appointment. The original appointment will still be scheduled.

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