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How to Add Upcoming Appointments to a Patient's Receipt

  1. Billing
  2. How to Add Upcoming Appointments to a Patient's Receipt

    3. 2 min read
    Balance Plan Practice Plan Thrive Plan
Staff Access Level: All Access Levels
Jane Plan: All plans
Geography: 🌐 All geographies

Instructions

To include a patient’s upcoming appointments on their receipt, you’ll need to arrive the appointment first and then enable the upcoming appointments setting before printing or emailing the receipt.

  1. Go to the Schedule tab > select appointment > click Arrive.
  2. Click the drop-down arrow next to the Pay button.
  3. Select Print Receipt (Options). A new window opens with the receipt preview.

  4. At the top left of the receipt preview, enable Upcoming Appointments: On.

  5. Send the receipt to the patient by clicking Email to send it directly to the patient's email on file, PDF to download a copy, or Print to print a physical copy.

📣 Heads up: This setting is device-specific. Once enabled, upcoming appointments will appear on all receipts generated from this device. If you’re on a different device, you’ll need to enable the setting there as well.

What to Expect

The patient’s upcoming appointments are listed at the bottom of the receipt. The Upcoming Appointments: On setting remains enabled on this device, so future receipts generated from the same device will include upcoming appointments automatically.