Cancellation List

Abstract

Capable 21C supports the concept of a cancellation list.  This feature can be used when a patient/client desires an appointment on a particular date, but when no appointment slots are available on that date.  This knowledgebase article describes how to enable and use the cancellation list feature.

Underlying challenge

The cancellation list appears in the lower right hand corner of the appointment book.  Whilst only one cancellation list is visible at any moment in time, Capable 21C retains a different list of patients/clients for each day.  Also, patients/clients can be rolled forward so that if an appointment cannot be found for them on a given day, they can made to appear on the subsequent day's cancellation list.  It must be enabled before it can be used.  Refer to the resolution section for steps to enable and use the cancellation list.

Resolution

To enable the cancellation list:

1. Go to Setup|Settings.
2. Go to the Appointment Book tab.
3. Tick the box for the Cancellation List.
4. Click Apply and then Close.

To place a patient/client onto the cancellation list for any particular day:

1. Navigate the appointment book to the day when the appointment is desired.
2. Click the Patient/Client Info button on the appointment book.
3. Key the name of the person and search to open their record.
4. Click the Add to Cancellation List button.
5. Close Patient/Client Information and Editing.

The person's name becomes visible on the cancellation list.  It is possible to add further information to the request by clicking on it.  This can be useful if there is a particular time that is desired (eg after school).

To make an appointment from the cancellation list:

1. Navigate to the day when the person's name appears on the cancellation list.
2. Drag the person's name from the cancellation list to the desired slot on the appointment book.

To remove a person from the cancellation list without making an appointment:

1. Click on the person's name on the cancellation list.
2. Choose the option to remove them from the list.

To roll the current cancellation list forward to the next day:

1. Click on any person's name on the cancellation list.
2. Choose the option to roll people forward to the next day.

Detailed Information

No further detail.

Copyright 2008 Capable Software Pty Ltd

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