The Shift Cancellation Types feature allows agencies to categorize and track why shifts are canceled. By requiring cancellation types and cancellation reasons, agencies can improve reporting, identify trends, and standardize documentation across the organization.
Before cancellation types can be used, the feature must be enabled in Site Settings.
Go to:
Menu → Settings → Site Settings
Scroll to the Scheduling section.
You will find two optional settings:
When enabled, users must select a Cancellation Type when canceling a shift.
When enabled, users must enter a cancellation reason before a shift can be canceled.
After enabling the feature, cancellation types must be created before they can be used.
Go to:
Menu → Scheduling → Cancellation Types
Click the Create Category (Pen/Pad) icon.
Cancellation Types can be created for:
Caregiver
Client
Scheduler
You may create cancellation types for one category or multiple categories depending on your agency's needs.
Caregiver
Sick
Transportation Issue
Personal Emergency
No Show
Client
Hospitalized
Appointment Conflict
Vacation
Service Not Needed
Scheduler
Scheduling Error
Duplicate Shift
Administrative Adjustment
At least one Cancellation Type should be created for any category that may be used when canceling shifts.
If no applicable Cancellation Type exists, users may receive a notification prompting them to create one before proceeding.
Once created, Cancellation Types can be maintained through the Cancellation Types screen.
Click the Edit (Pencil) icon to modify:
Cancellation Type Name
Category Assignment
Status
Click the History (Circular Arrow) icon to review changes made to a Cancellation Type.
Cancellation Types can be enabled or disabled without deleting them.
Open the Cancellation Type using the Edit icon.
Locate the Status field.
Select:
Active
Inactive
Save your changes.
Inactive Cancellation Types will no longer be available for selection when canceling shifts.
When canceling a shift from the Scheduling Dashboard:
Select the shift.
Choose Cancel Shift.
Select who canceled the shift:
Caregiver
Client
Scheduler
Select the appropriate Cancellation Type.
Enter a Cancellation Reason (if required by Site Settings).
Confirm the cancellation.
The selected Cancellation Type and reason will be recorded with the canceled shift.
Cancellation Types can be reviewed through the Cancelled Shifts Report.
Menu → Accounting → Reports → Cancelled Shifts
The report can display:
Client Name
Shift Date
Cancellation Category
Cancellation Type
Cancellation Reason
Other cancellation-related details
This reporting helps agencies identify trends and monitor cancellation activity.
Create standardized cancellation types before enabling required settings.
Use clear and consistent naming conventions.
Require cancellation reasons whenever possible.
Periodically review cancellation reports to identify recurring issues.
Inactivate outdated cancellation types rather than deleting historical data.
Train staff on selecting the most appropriate cancellation category and type.
Shift Cancellation Types provide a structured way to document why shifts are canceled and who initiated the cancellation.
Enable Cancellation Settings
Menu → Settings → Site Settings
Create and Manage Cancellation Types
Menu → Scheduling → Cancellation Types
Review Cancellation Reports
Menu → Accounting → Reports → Cancelled Shifts
By using Cancellation Types and Cancellation Reasons, agencies can improve documentation, reporting accuracy, and operational insight into scheduling trends.