How do I reschedule an appointment that has been invoiced and paid?

Sometimes you have to reschedule appointments that have been pre-invoiced and paid in advance.

If you need to do this, you can either drag and drop the appointment in your diary to the new date and time, or manually change the date and start time within the appointment dialogue.  

Please bear in mind that by doing this, the appointment details on your diary/clinical records will not match those that appear on the invoice.  Your diary and clinical records will reflect the new appointment date but the invoice will contain the original date, leading to a discrepancy. 

Alternatively, you can mark the original appointment as cancelled in your diary, and rebook the appointment using an appointment type that has no charge associated with it.  

Related article:
How do I create a non chargeable appointment?





 

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