Add appointment types and cancellation reasons

This article describes how to add, edit, or remove Appointment Types and Cancellation Reasons in Setup > Configuration > Lists.

Appointment types help indicate what should be booked into an available slot. Types also define the default appointment length, and the icon that appears in the appointment book.

Add a new appointment type

  1. Select Setup > Configuration from the main menu. Select the Lists tab.
  2. Under the Appointment Type list, click Add. The Appointment type screen will appear.

    3. Appointment Type screen

  3. Enter a Description for the type and select the default appointment Length when this type is booked.
  4. Select an Icon to represent the type in the appointment book.
  5. Click Save to save the appointment type and return to the Configuration screen.

Non-patient appointment types

You can use the following appointment types to create non-patient appointments in the Appointment Book:

  • Meeting
  • Assist
  • Nursing Home visit
  • Teleconference
  • Drug rep
  • Other.

If these appointment types do not adequately describe the non-patient appointment, book the non-patient appointment under Other, and add further information in the Details: field. See Book or update an appointment for more information.

Deleted appointment types

  1. Appointment types that are removed from the list in the Configuration screen are not deleted, but removed from display.

  2. Tick Show deleted to view appointment types that have been deleted.
  3. To recover a deleted appointment type, right-click on it and select Restore.

  4. The appointment type will be restored and displayed in the list of available appointment types.

Appointment cancellation reasons

You can create practice-specific reasons for patients or the practice cancelling an appointment. This saves practice staff free-typing a cancellation reason.

  1. From the main Bp Premier screen, select Setup > Configuration. The Configuration screen will appear.
  2. Select the Lists tab.

  3. To add a new reason for cancelling an appointment, go to Reason for cancelling appointment and click Add. The Reason for Cancellation screen will appear.

  4. Enter a Reason and click Save.

Last updated: 20 March 2025.