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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

 

  1. Enter the lines above.

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

  3. 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.

 

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