![]() If you’d like to make adjustments to your current cancelation policy, see Setting the cancelation policy in your account to learn about updating your cancelation policy and to review the available options. Tip: We’ve seen that allowing cancelations through the Client Portal, or via text, can help reduce No-Shows for your practice. This means that the options for clients cancelling via the Client Portal or via Text Reminders won't be available. Always request to call me option selected, clients must call you to notify you that they won’t be able to make an upcoming appointment. If you’d like to take advantage of the automation options for having your clients cancel through the Client Portal, or through Text Reminders, you’ll need to select a cancelation policy that allows cancelations within a set time frame. Tip: To learn more about appointment statuses and how to make adjustments to them, see: How to change an appointment status. If a client cancels within your practice’s cancelation approved window, the appointment will instead be considered Canceled, appear orange on your Calendar, and the client will not be billed for the appointment fee. In SimplePractice, this status will appear as a red appointment on your Calendar and it will hold the client financially responsible for the appointment fee - appearing as a balance due for the client after an invoice is created. Understanding what the cancelation window meansįor some background information, any appointment canceled outside of your approved cancelation window will be updated to the Late Canceled status. Canceling an appointment will free the client of any financial obligations for the appointment. Note: When considering your practice’s Cancelation Policy, it’s important to understand that allowing cancelations means clients will have the option to cancel an upcoming appointment, within the designated time frame, via their Client Portal or via Text Reminders, if these features are enabled. You’ll see the options for allowing cancelations are as follows: ![]()
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |