If you’re cancelling the order while it’s in Active status:
- Inside the order (on the Summary tab) – click CANCEL SERVICE ORDER (found on the right-hand side of the screen). A pop-up window will display.
- Check the Check this box if the Provider needs to be paid an additional amount for this order check box (in other words, did they do any work?). The window will expand – enter the appropriate dollar amount into the Requested cancellation amount field (this field may auto-populate).
Note: Entering $0 will still allow the Provider to request a different amount.
- Select the appropriate reason from the reason for canceling dropdown menu, and enter a note into the Comments.
- Click CANCEL SERVICE ORDER.
Note: Cancellation requests are final. You cannot cancel this request once submitted. If you need to cancel this request before you click CANCEL SERVICE ORDER, click Close Window instead.
- You’ll receive a prompt letting you know the request to cancel was successful. The order’s status will change to Pending Cancel, and the Provider will need to respond before the status can change to Cancelled. The Provider can agree or disagree with the cancellation, and if they disagree, they can let you know why and request a new amount. When the status is Cancelled, the order will then display in your Service Order Monitor’s Inactive.
If you’re cancelling the order while it’s in Accepted status (but more than 24-hrs before the appointment date and time):
- Inside the order (on the Summary tab) – click CANCEL SERVICE ORDER (found on the right-hand side of the screen). A pop-up window will display.
- Select the appropriate reason from the reason for canceling dropdown menu, and enter a note into the Comments.
- Click CANCEL SERVICE ORDER.
Note: Cancellation requests are final. You cannot cancel this request once submitted. If you need to cancel this request before you click CANCEL SERVICE ORDER, click Close Window instead.
- You’ll receive a prompt letting you know the request to cancel was successful. The order’s status will change to Cancelled, and will then display in your Service Order Monitor’s Inactive.
If you’re cancelling the order while it’s in Accepted status (but less than 24-hrs before the appointment date and time):
- Inside the order (on the Summary tab) – click CANCEL SERVICE ORDER (found on the right-hand side of the screen). A pop-up window will display.
- You’ll receive a prompt letting you know a cancellation fee will apply, which will be paid to the Provider.
- Select the appropriate reason from the reason for canceling dropdown menu, and enter a note into the Comments.
- Click CANCEL SERVICE ORDER.
Note: Cancellation requests are final. You cannot cancel this request once submitted. If you need to cancel this request before you click CANCEL SERVICE ORDER, click Close Window instead.
- You’ll receive a prompt letting you know the request to cancel was successful, and that the Provider has been paid a cancellation fee. The order’s status will change to Cancelled, and will then display in your Service Order Monitor’s Inactive.
If you’re cancelling the order while it’s in Posted status (before it’s accepted by a Provider) – you’ll need to Void it instead:
- Inside the order (on the Summary tab) – click VOID SERVICE ORDER (found on the right-hand side of the screen). A pop-up window will display.
- Select the appropriate reason from the reason for canceling dropdown menu, and enter a note into the Comments.
- Click VOID SERVICE ORDER.
- You’ll receive a prompt letting you know the request to void the order was successful. The order’s status will change to Voided, and will then display in your Service Order Monitor’s Inactive.
If you’re cancelling the order while it’s in Draft status (before it’s sent out to Providers) – you’ll need to Delete it instead:
- From your Dashboard – click the Service Order Monitor tab, and then click the Draft.
- Locate the order click the order’s title to expand the window, and then click the View Order Details quick link.
- Inside the order (on the Summary tab) – click DELETE DRAFT ORDER (found on the right-hand side of the screen). A pop-up window will display.
- Select the appropriate reason from the reason for canceling dropdown menu, and enter a note into the Comments.
- Click VOID SERVICE ORDER.
- You’ll receive a prompt letting you know the request to delete the order was successful. The order’s status will change to Deleted, and will then display in your Service Order Monitor’s Inactive.