A patient bought a package a while ago but won't complete the remaining appointments. What can I do?

If a patient buys a package of, for example, 5 appointments, and by the third appointment you think for some reason they won’t complete the remaining two, you have two options.

1) Unassign the patient from the package: The patient won’t have any pending appointments, and if they come back someday, you’ll have to assign them a new package from scratch.

First, click the package.

Then click “Unassign service”.

2) Leave it as is: If the patient has an appointment with you again someday, they will pick up where they left off, and it will be their fourth appointment (following the example above).