Cancel a Scheduled Video Meeting

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  • The host clinician or the office admin acting on their behalf, can cancel scheduled video meetings.
  • This cancels the appointment entirely and removes it from all invited providers’ schedules.
  • All invited providers and clinic admins will receive a notification of this action, based on their notification settings within the platform (under 'Account' > 'Notifications').  See article - "'Notifications' - To Healthcare Providers and Clinic Admins",
  • Those whom you shared the meeting information link, ID and Passcode with (including the patient), will not be notified.  You must notify them.
  • If you are a healthcare provider invited to a another provider's video meeting and wish to 'Decline' that invitation, please refer to this article:  "Decline an Invitation to Join Another Provider's Video Meeting".

Steps to Cancel

Appointment Notification Settings

Sections in this article include:

• STEPS TO CANCEL

  Step 1 - Select the scheduled meeting from either the:

  • 'Schedule' tab > 'Week' or 'Day' view, or
  • 'Consultations' tab > 'Active and Pending' screen

  Step 2 - Click the red 'X' or 'X Cancel Meeting'.

  From the 'Schedule' Tab:

  

  From the 'Consultations' Tab:

  

  Step 3 - You will be prompted to confirm the cancellation. 

  Recurring Meetings -  you will have the option to cancel all the meetings in the series or just the one you are on.  Under the 'Schedule' tab, find the scheduled meeting, then select either 'Cancel This Meeting Only' or 'Cancel All Meetings in This Series'.

  From 'Schedule' Tab:

  Single Meeting                                                         Recurring Meetings

        

  From 'Consultations' Tab:

  

  A banner will confirm that the meeting(s) cancelled successfully.

  

  Important - Those whom you shared the meeting link with, will not be notified.  You must notify them.

  APPOINTMENT NOTIFICATIONS SETTINGS

Clinic care team members can receive notifications when an invited colleague declines their invitation to a meeting.

• Notifications will be sent to the email address and mobile number noted at the top of the screen.  This information is pulled from the account holder’s 'Profile Information'.

     

• Notifications can be received by email, SMS text message or both.

       

• Each member of the care team configure their own notifications.

To customize notifications:

• Step 1 - From the left navigation bar, select 'Account', then click 'Notifications'.  

• Step 2 - The Clinic Admin may select the provider's name they wish to receive notifications for.  Providers will not see this dropdown.

• Step 3 - Under ‘Appointments’, 'check'  the notifications the provider wishes to receive.
• Step 4 – Click ‘Save’
• Notifications include:
• When an appointment is created
• When an appointment is cancelled
• When the provider is invited to another host's appointment
• When an invited provider you invited declined the invitation