How do I set up/edit Cancelled Codes?

Cancelled Codes can be configured to control whether a cancelled Visit will still be billed and/or included in Payroll.

They are also useful for statistical purposes when reporting on cancellation reasons in Data Exploration.

Set up a Cancelled Code

1. You can access configured Cancelled Codes through Accounting>Accounting Settings>Cancelled Codes. 
   
   
   
   
2. You can search by Code.
   
   
   
3. Click +New Cancelled Code.
   
   
   
   
4. In the resulting dialogue, enter a Code and a Description.
   
   Code: This is how the Cancelled Code will appear in dropdowns throughout the application.
   
   Description: Optionally, add a more detailed description of the purpose of the Cancelled Code.
   
   Bill: Check this if the cancelled Visit should still be billed to the Funder.
   
   Pay: Check this if the cancelled Visit should still be included in Payroll.
   
   
   
   
5. Click Save.

Edit a Cancelled Code

Click Edit to edit a Cancelled Code. 

Learn More

• How do I cancel/un-cancel a Visit in the web app?
• How do I cancel a Visit on mobile?
• Visit Cube