SimboVara Workflow Customization: Build Appointment Cancellation Workflow Questions - Admin Panel
Purpose
Collect cancellation details and try to retain the appointment when appropriate.
Where to edit: Appointment Cancellation Workflow Questions
Suggested questions and prompts
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Please provide the appointment details you want to cancel including date, time, and doctor
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Would you be okay for our staff to call you to reschedule the appointment instead of cancellation
Steps
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Enter the lines above.
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If you impose late-cancel fees, include a line that explains the policy.
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Click Save.
Tips and Good practices
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Offer rescheduling to reduce no-shows.
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If you require a reason, add a simple “What is the reason for cancellation” line.