Receptionists rescheduling appointments

Please Note: This article relates to both the TM2 and TM3 versions of the desktop software.

Cancellations are an unwelcome but regular part of running a clinic, with our service you can offer patients alternative appointment times or dates by setting rules with your setup operator.

These should include what to do in the following situations, but you should also think of any situations that are not covered in these guidelines.

If a patient is not able to make it into the clinic or is cancelling an appointment outright.

Your default cancellation charge set within your TM2/TM3 will display for the receptionist and will be charged.

In your initial call with your setup operator, you will need to instruct if there are special circumstances when this charge should not be applied.

To most clinics, the default time period for charging is within 24 hours within 24 hours.

What should the receptionist do in the eventuality of a patient wishing to move an appointment to
later in the day, this will still fall under a cancellation

As the receptionists do not have the ability to drag and drop appointments, so must delete the existing appointment first.

The operator will email the practitioner directly to instruct of any change in times, but what would
you like included in this communication aside from the basic details of the appointment

Specifically, is there anything else that you need to ensure you have all of the information you need.

If a practitioner cannot make it into the clinic and needs to cancel the appointments for that
day or reschedule.

Our reception team has the ability to perform a similar task to that of moving appointments for patients.
Please be aware that you will be charged for this function as this will be treated as an additional call service.


The important thing to remember is to ensure you have given any and all relevant information, about cancellation policies to your setup operator.