Ability to Reopen Ticket After Refund
Sometimes we accidentally select the wrong checkout option. For example, under “Other” payments we may use Alle points and forget to switch the payment type when charging the remaining balance. This results in the entire transaction being checked out under “Other,” and we then have to refund the payment and redo it.
Currently, the only way to recharge the client is to create a new appointment, which adds unnecessary steps and makes it look like the client came twice. It would be helpful if, after refunding the original ticket, there were an option to reopen the encounter so we could process the correct payment for that visit without needing to create a completely new appointment.
Zoe Bridges
shared this idea
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Lauren Muir
commented
Strongly in favor of this. Having to create a completely new appointment just to correct a checkout or payment issue creates several downstream problems that go far beyond a minor inconvenience.
It can make it appear that paperwork or consents associated with the “new” appointment were never completed, even though they were properly completed and attached to the original visit. That creates unnecessary confusion in the client record and can make documentation look incomplete when it actually is not.
It also distorts reporting. Creating duplicate appointments for a single actual visit makes the schedule look more booked than it really was, inflates appointment volume, and can affect utilization and other reporting metrics.
We should be able to reopen the original ticket/encounter to correct the payment method, and also edit whether a service was actually performed or not performed without having to create a separate appointment.
Sometimes services are added, removed, or changed during the visit. The final encounter should accurately reflect what actually happened that day.
This would keep the clinical record cleaner, keep reporting accurate, and eliminate a lot of unnecessary administrative work.
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Leslie Hunt
commented
100% this is what I came looking for. Every single week an order gets closed out wrong because it defaults back to other payments and it lands on Alle, even as the owner I have made this mistake so many times. On booker if I messed up I had the option to void an order which re-instated it so I could start over. I would love this to work. There are no options for errors my books are super messy because of this refund issue, one time it was a package and it would take too long to rebuild the whole order.