Best Practice
Question
Why did an invoice not sync into the Dashboard as expected and how do I collect the payment for that appointment?
Solution
For those using HotDoc Payments on Best Practice, there can be some reasons why HotDoc will not sync a patient invoice as expected:
- You may click Pay now and pay the invoice in Best Practice instead of clicking Store.
- In this case, the Act $ amount will appear as - in the Dashboard as the invoice has already been paid. From here, press Collect and type in the actual payment amount then press Collect Amount to charge the patient.
- In this case, the Act $ amount will appear as - in the Dashboard as the invoice has already been paid. From here, press Collect and type in the actual payment amount then press Collect Amount to charge the patient.
- An account may not be linked to a patient's appointment.
- In this case, the Act $ amount will appear as - in the Dashboard. Follow the steps above to collect the payment.
- In this case, the Act $ amount will appear as - in the Dashboard. Follow the steps above to collect the payment.
- You may need to create more than one invoice for a patient's appointment.
- For example, one invoice is for Bulk Billing and the other is for Privately Billing. HotDoc will sync both invoices but only show the invoice of the latest one. Our Product Team are still working make changes to this process.
- For example, one invoice is for Bulk Billing and the other is for Privately Billing. HotDoc will sync both invoices but only show the invoice of the latest one. Our Product Team are still working make changes to this process.