Viewing cancelled appointments in AdvancedMD

By default, canceled appointments are hidden from the timeline on the patient chart, however, you might need to view a canceled appointment to check and see if a note and charge slip were completed for a canceled appointment. This article will provide step-by-step guidance on how to view canceled appointments in AdvancedMD. 

Note: Clients from other providers at Rula may show up in the EHR. Click this article for more information: Other clients showing up in your scheduler.

Guided steps

  1. Pull up a patient chart in the EHR
  2. Hover over the three dots in the top right corner of the timeline and click the filter icon Screenshot 2024-01-25 at 1.49.38 PM.png
  3. Under Include, Select "No Shows and Cancellations"
  4. Click Apply
  5. Canceled appointments will have a circle with a line through the middle as the icon. 
    Screenshot_2023-01-25_at_10.09.00_AM.png

Additional resources

  • Undoing canceled appointments - Notes and charge slips cannot be signed for canceled appointments. This resource shows you how to undo a canceled appointment in order to sign a note or charge slip for that appointment. 

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