Sometimes a when booking a patient in the diary they may say that they would like an early cancellation appointment if one comes available. You can add a patient to the list of cancellations as follows.

After booking an appointment you should click on the small box between the patients name and note.

Next click on the “Add to list of early cancellations” button.

The patient will be added to the list and you can write a note such as “Only for Optom J Smith” or “Any Monday or Wednesday”

That Patient is now on the list waiting for a cancellation before their actual appointment. Their name automatically comes off the list when their appointment day arrives or can manually be deleted.

If a patient cancels, you click on the “Cancellations” button at the top of the diary to bring up the list. If the cancellations button has green writing there is someone in the list. If it is blue then the list is empty.

Then choose a patient and phone them (Their phone numbers show under their name) . If they want to move their appointment to the new available appointment you click on the magnifying glass to find their current appointment in the diary.

Once the diary opens, click on number 1 next to their name to remove them. Go to the day of the available appointment and click on 2 to paste them in, just as you would usually move a patient’s appointment. You can go back into “cancellations” at this point if you want and delete them from the list or leave them on the list in case anything comes up even sooner. The patient will automatically be removed from the list on the day of the appointment.