I no longer need to collect a payment from a patient for their appointment. How do I cancel this payment request in HotDoc?
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:
- In your HotDoc Dashboard, head to Payments > Booking Activity then locate the patients appointment.
- Select the Cancel button next to their appointment.
- You will then be asked to confirm that you wish to cancel the funds. Select Yes, Cancel to continue:
- This request will then be cancelled and the patient will not be charged. This will update in the 'Payment Status' column in your Dashboard.