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Appointment Management
Use Helix to manage appointments for your health service and the patients' flow through your clinic.
Appointment Book
Recurring Appointments
During a patient's appointment, practitioners can add recurring appointments for existing and new patients.
Cancel Recurring Appointments
Users with access to the Appointments book can cancel the patient's appointment series.

Appointment Management
Use Helix to manage appointments for your health service and the patients' flow through your clinic.
- Appointment Book
  - View Appointment Schedules
    View the appointment schedule for a selected practitioner.
  - Recurring Appointments
    During a patient's appointment, practitioners can add recurring appointments for existing and new patients.
    - Custom Recurrence
      Users with access to the Appointments book can customise the number, frequency and timing of recurring appointments.
    - Edit Recurring Appointments
      Users with access to the Appointments book can update the patient's appointment details.
    - Delete Recurring Appointments
      Users with access to the Appointments book can delete a patient's appointment details.
    - Cancel Recurring Appointments
      Users with access to the Appointments book can cancel the patient's appointment series.
  - Appointment Actions
    In the appointment book, record when a patient does or does not arrive for an appointment, or delete an appointment.
  - Appointment Status
    In appointment bookings, icons are used to indicate the status of the appointment.
  - Printing Today's Appointment List
    Print the appointment list for each day from the Appointment screen.
  - Appointment Book Settings
    Use the appointment book settings to customise the appointment book for your health service and for each practitioner.
- Patient's appointments
- Patient Queue
  The Patient Queue is a list of patients currently attending the practice.

Cancel Recurring Appointments

Users with access to the Appointments book can cancel the patient's appointment series.

Before you begin

Permissions:

View Appointments
View All Appointment Books
Edit Appointments
Create Appointments
Delete Appointments

You must first create a recurring appointment for the patient.

About this task

Cancel the patient's appointment series for selected and future appointments from the Appointments section.

Procedure

To cancel recurring appointments:

In the Appointments book, select the appointment you want to cancel.
Click Edit.

Tip:
Alternatively, double click the required appointment.
In the Appointment details section, select current recurring event.
From current recurring event list, select Does not repeat.
Click Save.
After you have saved the appointment details, in the Edit recurring event panel, select:
- This and all following events - selected event is cancelled or separated from the series. The future events are be deleted from the series and past events remain retained.
- All events - selected event is removed from the series and all other events are permanently deleted from the series.
Click Save.

Results

After you have canceled the recurring event, the selected appointment is removed from the series and future appointments are permanently deleted from the

Appointments book.