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Can I change the services on a sent request?

No. Once a request is sent, its services and amount can't be changed. Instead, close the request and send a new one with the right services.

If the patient hasn't paid

  1. Open the request and click Cancel request. Add a reason if you like, such as "Wrong service". See How do I cancel a request?
  2. Send a new request with the right services. See How do I send a service request with Docnote?

The patient gets an email saying the first request was cancelled, then the new payment email.

If the patient has already paid

  1. Open the request and click Refund payment. See How do I refund a payment?
  2. Send a new request with the right services.

Tell the patient why they're getting a refund and a new request, so they aren't surprised.

What you can change on a sent request

Prices wrong on every request?

Change the price in your fee schedule, so new requests use it. See How do I set my own fees?

Still stuck?

If something doesn’t look right, our customer support team can help. Contact customer support or email support@docnote.com.