Your patient has 30 days from the day you send a request to pay it. Docnote reminds them by email along the way.
The reminders¶
If the request isn't paid, Docnote emails the patient:
- 3 days after you sent it.
- 7 days after you sent it.
- A final notice 5 days before the request closes.
Each reminder shows in the request's Activity, for example Payment reminder (3-day) delivered.
Reminders stopped early?
If the patient's email can't be delivered, Docnote pauses the reminders. Fix the address and they start again. See How do I update a patient’s email address?
Check when a request closes¶
- In the sidebar, click Service Requests and open the request.
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Check Issued under Payment summary. The request closes 30 days after that date. On a prescription renewal, the closing date shows as Expiry date.
Nudge the patient yourself¶
You don't have to wait for the next reminder:
- Resend the link. See How do I resend a payment link?
- Take the payment in the office. On the request, click In office payment and charge the patient's card at the counter or over the phone.
What happens after 30 days¶
An unpaid request closes and its status changes to Expired. See What happens when a request expires?