Track missed or cancelled appointments by breaking them.
In the Appointments Module, select the appointment. In the toolbar, click Break.
Broken appointments show with an X.
The options that show when breaking an appointment depend on the Broken Appointment Automation settings in Preferences.
When breaking an appointment using the toolbar, or from within the Edit Appointment window, the following window will appear:
Select whether to apply a broken appointment procedure code:
Then, select what to do with the appointment:
It is recommended to handle broken appointments before the end of day. Send them to the Unscheduled list, reschedule them, or delete them. Otherwise, incomplete appointments may get left in the Appointments Module.
When breaking an appointment by right-clicking, the following may display:
These options do the same as the above window.
When a broken appointment procedure is added, the following window will pop up. Make changes as needed.
Use the Broken Appointments Report to view a list of broken appointments in a date range.
If TP prepayments are non-refundable is enabled in Allocations Setup, prepayments attached to procedures of a broken appointment are transferred to the D9986 (missed) procedure. If the broken appointment procedure amount is changed and is less than the value of the procedure and associated prepayment, the remaining balance of the treatment planned prepayment is transferred from Hidden Splits to the patient account as Unearned Income.
Completed appointments cannot be broken if procedures are attached and the Prevent changes to completed appointment with completed procedures preference is enabled.