Break Appointment

In the Appointments Module, select the appointment. In the toolbar, click Break.

Alternatively:

Broken appointments show with an X.

Broken Appointment Options

The options that show when breaking an appointment depend on your Broken Appointment Automation settings in Appointments Module 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, you will be presented with the following:

These options do the same as the above window.

Depending on how preferences are set up, the Adjustment Edit window or Commlog might open.

Tracking Broken Appointments

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.

Details

If TP prepayments are non-refundable is checked in Account Module Preferences, 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 Prevent changes to completed appointment with completed procedures is enabled in Appointments Module Preferences.