How to amend or cancel a booking, including discharging a resident

Sometimes it can be necessary to amend an existing room booking, or cancel it entirely. This includes when a resident is discharged, in which case CareHQ will update the related booking.

This article covers how to amend or cancel a room booking, and how to discharge a resident, which will automatically add related details to the booking.

How to amend a room booking

To amend an existing room booking, follow the steps below:

• From the main navigation, select Service users and then search for and select the appropriate service user.
• Select the Bookings (room) tab from the top of the page.
• Select the booking to be amended.
• Update the booking as required, before selecting Save to record the changes.

How to cancel a room booking

To cancel a room booking, follow the same steps as above to reach the Update booking form, then:

• Select the Cancel action at the top of the page.
• Enter a Reason for cancellation, and Cancellation notes to help explain the cancellation if appropriate.
• Select Confirm cancellation.

How to discharge a resident / service user

Discharging a resident will automatically amend the related room booking. Follow the steps below:

• From the main navigation, select Service users and then search for and select the appropriate service user.
• Select the Discharge action from the top of the page.
• Select a Discharge date and Reason for checking out.
• You can also enter Checkout notes if you selected Other reason, or simply to add more information.
• If you are discharging a resident because they have passed away you will be given the option to select if they were receiving end of life (palliative) care at the time.
• Select Save to record the discharge.