How do I proceed with the sleep study if a patient changes their mind?

If a patient decides they no longer want to proceed with their sleep study, it's important to handle the situation smoothly to ensure no misunderstandings or unnecessary charges. Here are the steps you can take:

  1. Contact the Patient: Reach out to the patient to confirm their decision and understand their reasons for changing their mind. This can help address any concerns they might have and offer a solution.
  2. Update the Referral Status: If the patient confirms they do not want to proceed, go to the SleepTestCRM and update the status of their referral to 'Canceled' or 'Declined'. This will ensure that no further actions are taken on their case.
  3. Notify SleepTest.com: Use the CRM Support Tab to inform SleepTest.com about the patient's decision. Select the patient in question and submit a message explaining the situation.
  4. Check for Any Pending Charges: Verify if there are any charges that the patient might incur due to the cancellation. Inform the patient about any applicable fees or refunds.

Handling a patient's decision to change their mind about a sleep study with care and efficiency ensures a positive experience and maintains trust in the services provided.

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