Oops - That wasn’t Johnny…
Sometimes you’ll confirm and pay for an appointment with the wrong details. Maybe you charged for Johnny’s appointment when it was his brother Tommy that came in, or maybe you charged your client for the wrong treatment and need to change it to the right treatment. It happens!
You can update the visit or patient booked on the schedule to correct any scheduling errors or last-minute updates to the visit. There are just two things to keep in mind:
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In order to make changes to an appointment, the appointment needs to be in it’s Unarrived state.
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In order for an appointment to be marked as Unarrived, the visit cannot be paid or have any submitted claims.
1. Remove Payment
If you charged a client for the wrong appointment and the appointment is paid for, you’ll first need to unapply or delete the payment.
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Unapplying a Payment is the best option if you have the correct patient and appointment booked and paid for, but mid-treatment the patient changed their mind and needed a longer or shorter visit.
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Deleting a Payment is a better option if there was an oversight on the patient or appointment booked before processing payment. If the payment was processed in error, or the amount or patient were incorrect - delete the payment.
2. Update the Appointment
Once the visit is unpaid, you can unarrive the appointment by clicking “Arrived” a second time.
Unarriving an appointment voids the old invoice and allows you to change the appointment type by clicking the pencil in the appointment panel under Booking Info:
After that, you can mark the appointment as Arrived again and process payment for the visit.
3. Reconcile the visit
If you unapplied payment, you’ll pay using the account credit. You can then pay off the remaining balance with a second payment, or follow our guide to Partially Pay an Invoice to leave an outstanding balance.
If you deleted the payment, a new payment will need to be recorded on the visit. Proceed the checkout as normal!
As always, let us know if you need any help!