Overview
If an appointment was checked in by mistake, CompanyOn allows practitioners and clinics to reverse the check-in action.
This helps clinics:
• Correct scheduling errors
• Reopen appointments for editing
• Adjust appointment workflows when check-in occurred accidentally
How to Reverse a Checked-In Appointment
Open the checked-in appointment
Click the Reverse Icon located at the top right of the appointment window
Confirm the reverse action
Important Billing Information
When an appointment is checked in:
• CompanyOn automatically generates an invoice for the service
Reversing the appointment:
• Does NOT automatically reverse or annul the invoice already created
The invoice:
• Will remain active
• Will remain linked to the appointment
• Must be managed separately through the Billing module if necessary
How to Annul the Invoice After Reversing an Appointment
Open the Billing module
Locate the invoice linked to the appointment
Click the X Icon
Select the annulment reason
Confirm the annulment
Frequently Asked Questions
Does Reversing an Appointment Delete the Invoice?
No. The invoice remains active until manually annulled through the Billing module.
Can the Appointment Be Edited After Reversing It?
Yes. Once reversed, the appointment becomes editable again.
Where Is the Reverse Icon Located?
The Reverse Icon is located at the top right of the appointment window.