Question

I no longer need to collect a payment from a patient for their appointment. How do I cancel this payment request in HotDoc?

Solution

There may be times where you no longer require to collect payment from a patient via HotDoc, for example, if the patient is eligible for bulk billing. In this instance, you can easily cancel the request in your HotDoc Dashboard following these steps:

1. In your HotDoc Dashboard, head to Payments > Booking Activity then locate the patients appointment.
   
   
   
   
2. Select the Cancel button next to their appointment. 
   
   
   
   
3. You will then be asked to confirm that you wish to cancel the funds. Select Yes, Cancel to continue:
   
   
   
   
4. This request will then be cancelled and the patient will not be charged. This will update in the 'Payment Status' column in your Dashboard.