Cancellation Charges Rule

Article author
George
  • Updated

The Cancellation Billing Rule, when applied to the relevant chargeband,  will Automatically Generate and invoice, when an appointment is marked as "Cancelled" or "Patient did not arrive".

 CancelationRule.png

Start by Clicking "+Add rule" and then select "New cancellation Charges Rule"

 CancelationRules.png

  • Name - Set the name of the rule
  • Notice Period - Set the time prior to the appointment at which the cancellation charges take effect e.g. 1h, 2d, 1w…
  • Cancellation Type - Choose between did-not-arrive and cancellation
    This will determine if the invoice is created when the appointment is market as "Cancelled" or "patient did not Arrive"
  • Payer - Choose to bill the patient or the default payer
  • Percentage of Bill - Choose the percentage of the bill that is charged upon cancellation
  • Fixed value- Set a fixed amount to be charged for a cancellation
  • Apply to all services? - If checked, all services will incur the same charges, when unchecked only those defined in the ‘Service Charges’ section will be billed cancellation
  • Cancellation Charges Apply When
    • Primary Doctor is - Rule only applies if a specific doctor is attending
    • Site is - Rule only applies if the appointment is at a specific site
    • Location is - Rule only applies if the appointment is in a specific location
    • Tag is - Rule only applies if the ‘Billing Tag’ for a session is equal to the text field
  • Service Charges - If ‘Apply to all services?’ is unchecked you may define which services incur cancellation charges here.

 

Please make ensure to add this rule is any/all charge bands you wish to implement it on