Track Employee's Action for Scheduled or Canceled Appointments

The system provides two ways to determine an employee's action on appointments. 

Instructions

Schedule

1. Access Schedule > Filter icon > Custom filter. 
2. In the Calendar Item Status section, check the boxes for Office Canceled and Patient Canceled. 
3. Click 'Save.'
4. Click the canceled appointment within the schedule. 
5. In the Appointment pane, access Notes,
   • The User column displays the username for the employee.
   • The Description column displays the appointment information. 

Patients

1. Access Patients > search for and open the patient > Exam History > Appointment History.
2. Open the appointment.
3. In the Appointment Notes section:
   • The User column displays the username for the employee.
   • The Description column displays the appointment information.