Department of Family Medicine: Policy on Clinical Providers Canceling Clinic

Summary

To preserve appropriate access to care for patients by defining the circumstances under which clinical faculty may cancel scheduled patient care clinic sessions.

Body

Unit Policy

Title

Department of Family Medicine: Policy on Clinical Providers Canceling Clinic

Introduction

Purpose

To preserve appropriate access to care for patients by defining the circumstances under which clinical faculty may cancel scheduled patient care clinic sessions.

Scope

All clinical faculty with appointment templates in clinics operated by the Department of Family Medicine.

Policy

Policy Statement

If the request to cancel is made less than 30 days before the scheduled clinic, approval will only be granted in case of emergency such as acute illness or other personal urgent need.

If the request to cancel is made 30 or more days before the scheduled clinic, and the clinic is already on both the Lightning Bolt and Outlook calendar (typically 90-120 days out), the clinic will be cancelled if the budgeted number of appointment slots for the month and patient demand needs are still met. If not, the individual must find a replacement provider. This can be done in Lightning Bolt using the “Swapportunity” feature.

Definitions 

  • Lightning Bolt - The online scheduling application utilized by the Department of Family Medicine clinical faculty and Scheduling Coordinator.
  • Budgeted Appointment Slots - Set at 125% of budgeted visits, assuming a 75% appointment use rate.

Related Requirements

Unit Policies, Standards, and Procedures 

  • Department of Family Medicine Policy on Vacation, Bonus, and Sick Leave for Faculty

Contact Information

Primary Contact

Name: Karen Halpert, MD – Vice Chair for Clinical Excellence

Telephone: 984-974-4675

Email: Karen_Halpert@med.unc.edu

Other Contacts

Name: Karen Peoples – Scheduling Coordinator

Telephone: 984-974-4521

Email: Karen_Salerno@med.unc.edu

Details

Details

Article ID: 159743
Created
Fri 12/19/25 1:17 PM
Modified
Fri 12/19/25 1:17 PM
Responsible Unit
School, Department, or other organizational unit issuing this document.
School of Medicine - Family Medicine
Issuing Officer
Name of the document Issuing Officer. This is the individual whose organizational authority covers the policy scope and who is primarily responsible for the policy.
Issuing Officer Title
Title of the person who is primarily responsible for issuing this policy.
Vice Chair for Clinical Excellence
Next Review
Date on which the next document review is due.
09/01/2026 12:00 AM
Last Review
Date on which the most recent document review was completed.
12/19/2025 12:00 AM
Last Revised
Date on which the most recent changes to this document were approved.
11/01/2018 12:00 AM
Effective Date
If the date on which this document became/becomes enforceable differs from the Origination or Last Revision, this attribute reflects the date on which it is/was enforcable.
11/01/2018 12:00 AM
Origination
Date on which the original version of this document was first made official.
11/01/2018 12:00 AM