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I am exploring this as its much easier just to take the payment automatically than trying to do it manually or retrospectively. I know Stripe has this feature but keen to have a system that integrates with the appointment and makes sure there is a card added with details of cancellation policy when they confirm their appointments.

Thanks

Hey Harry! 

 

Right now Dentally does not support automatically charging a saved card for missed appointments or late cancellations. However, we do have a process for handling these situations. When a patient doesn't attend, our system automatically marks the appointment as 'Did Not Attend' at the end of the day. At this point, you can manually raise an invoice if needed.

For patients who have paid a deposit, it will remain in their account even if they cancel their appointment. You can manage this deposit through the patient's 'Account' tab, where you can either leave it unexplained (recommended) or explain it with notes.

If you need to charge an additional fee for the no-show, you would need to do this manually by raising a new invoice.

 

I understand how valuable an automatic charge feature would be to streamline your workflow. I’ll share it with our Product team and I’ll keep you in the loop. Our developers are also working hard on improving our API to ensure it’s secure, fast, and reliable for all our customers. Lots of effort is going into this and it seems it may be something you’re interested in! Hopefully, we’ll be able to share more about it soon! 😊


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