Cancelled appointments are directed into the Safety Net – Atlas’ Patient Recall System. The Safety Net helps staff to track cancelled or missed appointments. It also helps track patient recalls to reschedule those appointments. There are many more features to learn about in the Safety Net, read more about the Safety Net in the Safety Net section in the Appendix.

To CANCEL a patient appointment:

• Find the Appointment: there are multiple ways to find the desired appointment; the easiest options are to navigate to the correct day and time on the schedule and locate the appointment OR you can FIND the Patient and Cancel the Appointment using their Appointment Ledger
• Right Click on the Appointment: (either directly on the Appointment Matrix or on the Appointment Ledger, as described above)
• Choose CANCEL: choose cancel from the list of options presented NOTE: if the Appointment is in the past, the menu options change and you cannot mark the appointment as ‘Cancelled’ – the option available for Appointments past time is to mark them as ‘Missed’
• Fill in Contact Manager Details: this is the link screen between the Appointment Matrix and the Safety Net. For full details on how to properly configure the Contact Manager Screen and the options available, see the Safety Net section.

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