Cancelling an Appointment

In order to Cancel an appointment in PPS, you need to first be looking at the diary. to call up the diary do one of the following:
Appointments –> Appointments Diary or <Ctrl A> or Task Bar -> Appointments
 

1.

Find the appointment you wish to cancel and Highlight the appointment with a single click. Then either click the red DNA tick button or right click and select DNA to open the Client Did Not Attend screen. 

2.

Enter any information about the cancellation in the Notes field.

3.

Select the reason for non-attendance by clicking Why <Down Arrow>.  (These entries are set up in Tools -> Look Up Tables -> Appointment Diary Tables -> Reason for Non Attendance.)

4.

Depending on the type of cancellation the appointment can be re-opened and/or a charge raised.

 

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