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How do I find patients who moved or cancelled appointments using Dentally
How do I find patients who moved or cancelled appointments using Dentally

๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡จ๐Ÿ‡ฆ๐Ÿ‡ฎ๐Ÿ‡ช AU, UK, CA, ROI only - Find patients who have moved or cancelled appointments so that you can rebook

Shelley Withington avatar
Written by Shelley Withington
Updated over a week ago

๐Ÿ’ก Top tip: It is important to understand the difference between cancelling and deleting appointments. Deleting appointments is not recommended.

If you are finding there are gaps in the week's diary, and you would like to find out who cancelled and when cancellations occurred, so that you can re-book appointments and fill the diary, you can find the answers in the Appointments Report.

Dentally Appointments Report icon

You need to use the filters in the Appointments Report to show the cancelled appointments. You cannot see cancelled appointments on the calendar because once the appointment has been cancelled, they automatically come off the calendar.

Filters

Set the filters on the left hand side of the Appointments Report :

  • Set Date to Appointment

  • Set the From and Until - if you want to see this week's diary, or this month's

  • Set Status to cancelled

  • Set Cancellation Reason to all or select from the drop down list

NOTE: if you hover over the "when" column it will give you a specific time of when the action occurred.

Dentally Appointments Report Cancellation filter

NOTE: in order to find the time and date of the deleted appointment we have to match the ID on the deleted row to the previous created/updated action

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