Best practices for handling prepayments

In this article we explain how to handle prepayment post-consultation for scheduled treatments and small surgeries.

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Written by Pablo
Updated over a week ago

In this article, we provide a comprehensive guide on managing prepayments after a consultation for scheduled treatments and minor surgeries. It is common practice for clinics to request a prepayment before specific scheduled treatments or small surgeries. This prepayment acts as a confirmation of the appointment and helps in managing the finances required for the procedure.

ad1) A disadvantage of this route is the necessity to manually verify if the prepayment has been made, and then book, confirm or cancel the appointment accordingly.

ad2) Now you have the option to select the payment terms while making a booking. For example: the payment must be completed to confirm the appointment; otherwise, the booking will be automatically cancelled. Note: in settings: you need to activate and use stripe to accept online payments.

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