Understanding
your bill

You can expect an invoice the first week of each month, which will include charges for all new patient bookings your practice has received through Zocdoc during the previous month. Typically, your bill will be posted to the billing page in your account on the first of the month.

You will be billed monthly for all new patient bookings that were scheduled on Zocdoc over the previous month. You will not be charged for patients who book with the same provider that they have seen previously, or who book appointments through the Zocdoc Book Online Button on your practice’s website (as applicable).

Your practice will be charged as soon as a new patient books an appointment through Zocdoc, even if they end up rescheduling, no-showing, or canceling after 24 hours of booking. You may not be charged for a booking that’s canceled by the patient within 24 hours of making it and before their appointment time, but that patient will still appear on your dashboard as a “New Patient from Zocdoc.”

If the patient selects this cancellation reason, you will still be charged for the booking and they will appear on your dashboard as a “New Patient from Zocdoc”.

You’re charged the new patient booking fee when the booking is made, not when the appointment happens. For example, you’ll see the fee for a booking made on Sept. 30 on your September bill, even if the appointment isn’t until Oct. 8.

Log into Zocdoc, then click on the gear icon on the top right of the page and click ‘Settings’ from the dropdown menu. On the Setting page click the ‘Billing’ tab. If you have any unused credit remaining, you’ll see it in the ‘View Your Invoices’ section.

Sometimes you may want to limit the number of new patient bookings you can receive. Your cap is the way you do this by setting the maximum amount of money you will spend in a given month. While this is the maximum you could spend in a month, you may spend less than this amount. The only bookings you will be billed for are the new patient bookings you receive, in addition to any other charges related to your Zocdoc account, such as your annual license fee or Sponsored Results.

You can see what your spending cap is set to in the Provider Dashboard. You control your maximum monthly cap and can adjust it at any time by following the below steps.

• To increase your cap:
  • On the Performance page of your Provider Dashboard, go to the ‘How much did you spend?’ section and click ‘Edit cap’ in the bottom left.
  • Use the plus and minus buttons to increase your spending cap, which adjusts in units of your booking fee. You can see the maximum number of new patient bookings you may receive, given the cap you’ve selected.
  • Click ‘Save’.
  • You can also click ‘Increase cap’ from the top of your Provider Dashboard if you’ve reached your monthly cap.
• To remove your cap:
  • On the Performance page of your Provider Dashboard, go to the ‘How much did you spend?’ section and click ‘Edit cap’ in the bottom left.
  • Click ‘Remove cap’ above the ‘Edit monthly cap’ section.
  • Click ‘Continue’.

Once your maximum monthly cap has been reached, to appear in Zocdoc search results for new patients and continue to receive new patient bookings, you will need to increase your monthly cap.

Sometimes you may want to limit the number of new patient bookings you can receive. You have the ability to set a maximum monthly cap, which can be changed at any time. Once your maximum monthly cap has been reached, you will no longer show up in search results and you will not receive any more new patient bookings that month.

• To set a cap:
  • On the Performance page of your Provider Dashboard, click ‘Set a cap’ in the ‘How much did you spend?’ section.
  • Use the plus and minus buttons to set your spending cap, which adjusts in units of your booking fee. You can see the maximum number of new patient bookings you may receive, given the cap you’ve selected.
  • Click ‘Save’.
  • Click ‘Yes, continue’.
• To edit your maximum cap:
  • On the Performance page of your Provider Dashboard, go to the ‘How much did you spend?’ section and click ‘Edit cap’ in the bottom left.
  • Click ‘Edit cap’ from your cap preview on the dashboard.
  • Use the plus and minus buttons to edit your spending cap, which adjusts in units of your booking fee. You can see the maximum number of new patient bookings you may receive, given the cap you’ve selected.
  • Click ‘Save’.
  • Click ‘OK’.

Cap changes go into effect immediately. If you set your max cap to an amount less than what you have already spent that month, then your cap change will go into effect the next month. In this instance, you will not appear in search results for your specialty and related visit reasons for the rest of that month and you won’t spend any more until your cap resets the following month.

Once your maximum monthly cap has been reached, you will no longer appear in new patient search results for your specialty or related visit reasons. To appear in searches from new patients and continue to receive new patient bookings again this month you can increase your cap by following the below steps:

• On the Performance page of your Provider Dashboard, go to the ‘How much did you spend?’ section and click ‘Edit cap’ in the bottom left.
• Use the plus and minus buttons to increase your spending cap, which adjusts in units of your booking fee. You can see the maximum number of new patient bookings you may receive, given the cap you’ve selected.
• Click ‘Save’.

You can also click ‘Increase cap’ from the top of your Provider Dashboard if you’ve reached your monthly cap.

If you do not want to receive new patient bookings for a period of time, you can hide yourself from search. New patients will not be able to find and book with you if you hide yourself from search.

• At the bottom of the Performance page of your Provider Dashboard, click ‘Need to pause?’.
• Click ‘Yes, pause spending’.

To reappear in search, click ‘Turn spending on’ in any of the following places:

• Top of the Performance page of your Provider Dashboard.
• Bottom of the Performance page of your Provider Dashboard.
• The ‘How much did you spend?’ section on the Performance page of your Provider Dashboard.

By setting your cap to $0, you will no longer show up in new patient search results on Zocdoc. This means you will no longer receive new patient bookings from Zocdoc. Your existing patients will continue to be able to book with you.