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  1. HotDoc Support
  2. Browse By Feature
  3. Payments
  4. Using HotDoc Payments
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How do I cancel or collect a payment if a patient did not attend their appointment?

Last updated 30 March 2022 06:14   ∙   ~ minute read

Question

A patient did not attend their appointment, how do I cancel the funds or collect these funds as a result of a 'did not attend fee'? 

Solution

Best Practice - Medical Director (Pracsoft) - Zedmed - Helix - Dental4Windows - HotDoc Calendar

If the patient has not attended their appointment, or it has not been marked as seen or gone in your practice management software, you can cancel or collect the funds manually in the Dashboard. 

If you want to charge a specific 'did not attend' fee, we recommend that you cancel the patient's payment and organise an alternative payment method such as a Payment Request.

  • To cancel a patient's payment
  • To collect a patient's payment 

 

To cancel a patient's payment

You can cancel the patient's payment if they did not attend the appointment using the steps below:

  1. In your HotDoc Dashboard, head to Payments > Online Bookings then locate the booking and select the Cancel button:

    cancel_button.png

  2. You will then be asked to confirm that you wish to cancel the funds. Select Yes, Cancel to continue:

    cancel_.png
  3. The patient will receive an email advising them the funds have been cancelled and they will not be charged. 

  4. If you want to send a specific did not attend fee, you can do this by following the instructions in this article How to create, refund or cancel a HotDoc Payment Request.

 

To collect a patient's payment 

The collect option is only applicable if it is still within 5 business days of the appointment request. To collect the payment: 

  1. In your HotDoc Dashboard, head to Bookings > Payments > Online Bookings then locate the booking and select the Collect button:

    collect.png

  2. If applicable, you can modify the amount by typing in the Amount to collect field. To confirm, select Collect amount:

    collect_amount.png

  3. The patient will receive an email advising them of the funds being finalised.

 

 

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