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 

 

 

 Please provide the appointment details you want to cancel including date, time, and doctor 

 

 

 Would you be okay for our staff to call you to reschedule the appointment instead of cancellation 

 

 

 Steps 

 

 

 Enter the lines above. 

 

 

 If you impose late-cancel fees, include a line that explains the policy. 

 

 

 Click Save . 

 

 

 Tips and Good practices 

 

 

 Offer rescheduling to reduce no-shows. 

 

 

 If you require a reason, add a simple “What is the reason for cancellation” line.