Sometimes you can’t reschedule appointments due to unavailability of either the service resources or your enrollees, or both. In such cases, you can cancel the booking entirely.
Required Editions
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Available in: Lightning Experience Available in: Enterprise and Unlimited Editions with Health Cloud or Life Sciences Cloud |
| User Permissions Needed | |
|---|---|
| To access Multi-Step Scheduling features: | Manage Multi-Step Scheduling features |
| To include users in Salesforce Scheduler appointments: | Let a user be included in appointments in Salesforce Scheduler |
| To create, edit and delete Health Cloud data: | Manage Health Cloud |
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From the App Launcher, find and select Care Program Enrollees.
Alternatively, from the patient’s record page, go to the Related tab and navigate to the Care Program Enrollee list.
Note Make sure you add the Related List lightning component to the patient’s record page. - Select the enrollee record associated with the appointment slot that needs canceling.
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Select Cancel Slots.
Under Appointment Slots, the statuses of the appointments are changed to canceled.