How do I set up a cancellation policy for my Online Booking Page?

Your account administrator can enable your practice’s cancellation policies, which determine when a patient can request to cancel an appointment and how you practice processes these requests.


To enable your cancellation approval and cancellation policies, select the Settings tab within your Scheduler.  



The Cancellation Approval Policy determines when your practice will require approval for cancellation requests. You can select from the following options:


  • Selecting Do not require approval for any cancellation requests will allow cancellation requests to be automatically approved. When a patient requests to cancel an appointment, it will automatically be removed from your schedule without any EHR user interaction.

  • If you select Require approval for all cancellation requests, any request to cancel an appointment will require approval.

  • Selecting Require approval for requests that fall within ___ calendar days will allow your practice to approve cancellation requests submitted within a certain time frame before the visit.


The Cancellation Policy dictates the messaging that your patient will receive when requesting to cancel an appointment. You can from one of the following:


  • If your practice has no cancellation policy, you can select Practice doesn’t have policy.

  • If your practice has a policy regarding how far in advance patients should request a cancellation, select Alert patients about possible charges for appointments cancelled within … number of calendar days. You can enter a time frame specific to your practice.


This setting can also be adjusted in the EHR Settings under Patient Communications, specifically under the Appointment reminders tab.

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It is important to note your patients will still receive email notifications regarding appointment requests, reschedules, and cancellations, even if appointment reminders have been disabled.


Patient Fusion

  1. Using Patient Fusion to connect with and engage your patients
  2. How do I get a Patient Fusion Online Scheduling Profile?
  3. Online Appointment Booking Page FAQ
  4. Why don't I see my name in search results for Patient Fusion's Online Booking Page?
  5. What is Patient Fusion (patient portal)?
  6. How do I enable a patient in Patient Fusion (patient portal)?
  7. What information is shared in the patient portal (PHR)?
  8. How do I troubleshoot Patient Fusion login issues?
  9. How does patient portal auto-invite work?
  10. What is Patient Intake (Online Check-In)?
  11. Which users can invite patients to access the patient portal?
  12. How do I turn off my Online Profile or Online Appointment Booking?
  13. What screenings, interventions or assessments are shared with the patient?
  14. Where can I get the Online Patient Fusion Profile URL?
  15. How do I embed appointment booking on my website?
  16. How does a patient register for their Patient Fusion portal (PHR)?
  17. How can I help a patient troubleshoot patient portal login issues?
  18. I need help with the Patient Fusion portal
  19. How do I give a patient or their family/caregivers access to the patient portal?
  20. How do I revoke a patient's access to the Patient Portal?
  21. How can patients send a message to their provider?
  22. How soon will available appointments update on my Online Profile?
  23. How do I process patient appointment requests?
  24. What information can I share with patients from an encounter?
  25. What is search engine optimization (SEO)?
  26. How does my patient link their Patient Fusion account to an existing account?
  27. How do I disable auto-invite?
  28. What if a patient receives an access error when viewing their patient portal?
  29. What can I do if some patients are not receiving PHR enrollment emails?
  30. How do I create Patient Intake (Online Check-In) Templates?
  31. How do I process Patient Intake (Online Check-In) Forms?
  32. How do I set up a cancellation policy for my Online Booking Page?
  33. How can a patient book an appointment online?
  34. How does a patient fill out the Patient Intake (Online Check-In) Form?
  35. How do I process Online Appointment Booking reschedule and cancellation requests?
  36. What are the System Requirements for Patient Fusion?

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