Deleting Appointments
The delete button on the appointment will present several different options, depending on the existing appointment conditions. These will determine which appointments are affected.
This appointment only – This is the default option. Only this appointment will be canceled or deleted.
This appointment and all appointments this recurrence pattern – This only applies if the appointment was part of a recurrence.
This appointment and all appointments this student – This only applies if the appointment has a scope of Student. This option is restricted to specific users. If you require this ability, please contact us.
This appointment and all appointments for this assigned to – This option will not be available for appointments with a scope of Student (Non-Therapy). This option is restricted to specific users. If you require this ability, please contact us.
This appointment all appointments on this date – This option applies to all appointments on the specified date, regardless of the scope, student or assigned to. This option is restricted to specific users. If you require this ability, please contact us.
If choices 2 through 4 are selected, then the date range must be selected for the deletion. There are two options.
From (mm/dd/yyyy) and beyond – Choosing this option will only delete the selected appointments in the first step for the specified date and future dates. Any appointments prior to that date will be unaffected. The date is based on the start date of the current appointment where the Delete button was clicked.
All dates – Selecting this option will delete all appointments that are part of the selection (e.g. all appointments in a recurrence pattern).
Specific Dates – Enter the start and end dates of the appointments to be deleted. All appointments with a date that is on or between the dates will be selected.
In all cases, there will be two different actions that can be applied to the selected appointment(s).
Flag them as canceled – All appointments affected by the delete action will have their status changed to Canceled. Furthermore, a Cancelation Reason must be selected (the field will appear once this option is selected).
Permanently delete them – All appointments affected by the delete action will be removed from the system. This should only be used if the appointments are no longer valid and a history of them is not required.