Bill a patient for a missed appointment from their chart in PS Suite. Docnote emails the patient a link to pay. This takes about 1 minute.

Before you start

• The patient's chart needs an email address. The form reads it from the chart.
• The Docnote custom forms must be installed in PS Suite. See How do I install the Docnote custom forms in PS Suite?
• The fee comes from the missed appointment services in your fee catalog. See Which services can I charge for?

Open the form

1. Open the patient's chart and click Missed Appt in the Docnote toolbar.

Check the patient and practitioner

1. Under Patient Information, check the patient's name, date of birth and email. The payment link goes to this email.
2. Under Practitioner, check the practitioner. The doctor you're signed in as, or signed in under, is already selected. If you pick someone else, the fee is billed to them.

Choose the fee

1. Choose the missed appointment fee. The list shows the missed appointment services from your fee schedule, with your price.

2. Optional: add a short note for your patient, such as the date of the appointment they missed. The patient sees it on their payment request.

Create the request

1. Click Create Request.
2. Check the summary and confirm it.
3. The form shows Request Submitted with the request number, then closes.

What happens next

1. The request is saved in the patient's chart.
2. Your patient gets an email with the amount and a link to pay. If they don't pay right away, Docnote sends them reminders.
3. When they pay, they get their receipt. The request moves to Paid on the Service Requests list in Docnote.

What your patient sees

Your patient opens the link, pays by card and gets their receipt. See How do I pay my request?