How To: Complete a Missed Appointment Note

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A Missed Appointment Note allows you to record information about the appointment and the reason it was missed or canceled. If you collect missed appointment fees, a Missed Appointment Note also creates a billing line item.

Role Required: Any

To create a Missed Appointment Note from the calendar:

  • Click Scheduling > Click the appointment
  • Click the Cancel Appt or Appt Missed button
  • Once you mark the appointment as canceled or missed, a yellow bar appears at the top of the Appointment dialog. Click Create Note.

To create a Missed Appointment Note from a client's chart:

  • Click Patients > Patient Name > Documents tab
  • Click the Create Note button
  • From the list that appears, select Missed Appointment Note

To learn more about creating notes and note writing tools in TherapyNotes, read How To: Create a Note.

Note Header

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The note header automatically fills in information for the clinician, client, and appointment in addition to which staff member created the note. To edit information in the note header such as the Note Title or Service Code or to add information such as add-on codes, click anywhere on the note header or click Edit in the upper right corner.

Missed Appointment Information

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Select the reason the appointment was missed from the dropdown. If you collect missed appointment fees, select the A cancellation fee will be charge for this appointment checkbox to create a billing line item for the appointment.

Comments

Enter any comments related to the circumstances of the missed appointment. Did the client provide a reason for missing the appointment? If the clinician was the reason for the missed appointment, what were the circumstance which forced the clinician to cancel or miss the appointment? Has the appointment been rescheduled?

Sign and Save

Note: In order to save a Missed Appointment Note, you must select an option from the Why was this appointment missed? dropdown. All other fields are optional.

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Once you have completed your Missed Appointment Note, select the Sign this Form checkbox to electronically sign the note and click the Create Note button.

To save an unfinished Missed Appointment Note, leave Sign this Form unchecked and click the Save Draft button. You may access your draft later from your To-Do list or click Patients > Patient Name > Documents tab.

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Comments