Break Appointment

In the Appointments Module, a broken Appointment will display with a big X.

There are three ways to break an appointment:

1. Right-Click to Break

Right-click the appointment. Select Break Appointment.

2. Break Button

Highlight the appointment. At the right, click the Break button.

3. Manually

Double-click to open the Edit Appointment window. Manually change the Status to Broken.

Tracking Broken Appointments

If using method 2 or 3, the Broken Appt Options window will show. It serves the same purpose as the six separate options on the right-click method.

Missed adds a procedure with code D9986 to the patient's chart. This is used when the patient simply did not show up for the appointment.

Cancelled adds a procedure with code D9987 to the patient's chart. This is used when less than 24 hrs notice was given, making it hard to fill the time slot.

Note: You may be missing these procedure codes. If you are in the United States, update to the most recent ADA codes. If you are a foreign customer, you must manually create them

These two procedure codes are how broken appointments are tracked. You can change this behavior in Appointments Module Preferences. The Amount is based on the fee entered for the procedure code.

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

Note: 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.

We recommend handling 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.

Completed appointments cannot be broken if procedures are attached and Prevent changes to completed appointment with completed procedures is enabled in Appointments Module Preferences.