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How Do I Apply a Package or Membership to a No-Show or Late Cancellation?

  1. Billing
  2. How Do I Apply a Package or Membership to a No-Show or Late Cancellation?

    3. 2 min read
Staff Access Level: All levels (with access to the patient's profile)
Jane Plan: Legacy or Thrive
Geography: Available in: 🌐 All Geographies

Instructions

To apply a package or membership to a no show or late cancellation in Jane, follow the steps for your appointment type below. Once complete, the appointment counts towards package redemption.

Option 1: Apply a Package or Membership to a No Show Appointment

No show appointments stay on the schedule, so you apply the package or membership from the appointment panel.

  1. Click the appointment on the schedule to open the Appointment Panel.
  2. Click No Show to mark the appointment as a no show.
  3. Scroll down to the Billing Info section.
  4. Select the package or membership.

What to Expect

The no show appointment counts towards package or membership redemption.

Option 2: Apply a Package or Membership to a Late Cancellation Appointment

Late cancellation appointments no longer appear on the schedule, so you apply the package or membership from the patient’s profile.

  1. Go to the Patient’s Profile > Billing > View next to the invoice with the late cancellation.
  2. In the Packages & Memberships section, select the package or membership.

What to Expect

The late cancellation appointment counts towards package or membership redemption.

Important Notes

  • A package or membership can be applied to a no show or late cancellation regardless of the fee set for either one.

That’s everything you need to apply a package or membership to a no show or late cancellation.