How to Use the Cancellation Policy Configuration

The Cancellation Policy allows your practice to clearly communicate its cancellation rules to patients.

Accessing the Cancellation Policy

1. Go to Practice Settings.
2. On Patient Scheduling, configure the Cancelation Policy.
3. Click Edit cancellation policy to open the editor.

Editing the Policy

In the editor, you can write or update your cancellation terms. Use the text field to describe your policy, including:

• Any applicable cancellation or no-show fee.
• The required notice period before canceling or rescheduling.
• Any exceptions or special conditions.

For example:

“Cancellations made less than 48 hours before the scheduled appointment are subject to a $25 fee. Thank you for your understanding.”

When finished, click Save to apply your changes.

Where the Policy Appears

Once saved, your cancellation policy will automatically appear in the appointment confirmation notification sent to patients.

This ensures your terms are visible before patients confirm, helping prevent last-minute cancellations.