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Take a fee from account balance

Use money on a patient's account to pay a late cancellation or no-show fee.

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If your policy allows it, you can take the fee from a patient's balance.

  • Cancel the appointment or mark it a no-show.

  • When the fee appears, choose to redeem the account balance.

  • Confirm.

The Account ledger shows the amount used. If the balance is too low, you can charge the rest to a card.

Up next

Next, read Use a package session for a no-show.