Cancel a single appointment for a patient or cancel all of the appointments in a series at once.
Required Editions
|
Available in: Lightning Experience Available in: Enterprise and Unlimited Editions with Health Cloud |
| User Permissions Needed | |
|---|---|
| To cancel appointments: | Health Cloud Appointment Management |
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To cancel a single appointment in an appointment list, click the action menu for the
appointment, and then click Cancel Appointment.
Your Salesforce admin configures the appointment list. Find it on an account or clinical service request page in the Service Appointments related list. Or find the Appointment List tab in the Appointment Management console.
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To cancel all of the appointments in a series, from the App Launcher, find and select
Service Appointment Groups. In the action menu for the service
appointment group to cancel, click Cancel All Appointments.
If you want to cancel appointments in the series that have already occurred, cancel them individually from the patient’s account page or a clinical service request page.