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Status Future consideration
Categories Reporting
Created by Guest
Created on Jun 24, 2022

Report or method to track charged and collected fees for appointment cancellations

We charge two cancel fees ($20 for same day cancel of tech appt and $40 for cancel of vet appt) and two no show fees (same amounts). Any revenue generated from these fees goes into our philanthropy account which is used to pay for clients who have less resources. We began charging these fees during COVID b/c the frequency of late cancels and no shows were increasing and the impact of losing a tech or doctor slot to those was terribly painful considering how many pets have needed help and the clinic being fully booked at all times.

Every quarter, I run the Itemized Audit Trail report to see which clients were charged the fee and then I calculate how much money to transfer over to the philanthropic account at the bank. Unfortunately, the audit trail report only shows what was CHARGED and does not indicate what was actually COLLECTED. It would be very helpful to create a new report that showed this info. (or a feature that manages cancel and no show fees)

Some of the factors that we have had to manage manually include:

1. Who was charged and how much and for what?

2. Was the fee waived or not? (We keep track of "strikes")

3. Was the fee actually collected?

4. Were there uncollected fees last quarter that eventually were collected?

5. Were there uncollected fees last quarter that simply won't get collected and need to be written off

Also, if there's a non-manual way (a query?) that can be done that would be very helpful.


Practice Name WAYLAND ANIMAL CLINIC
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