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Status Completed
Categories Billing & Payments
Created by Guest
Created on Oct 23, 2018

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Organize credit cards on file and manually select default credit card

Add ability to choose a default client credit card.
App Type TheraNest App
  • ADMIN RESPONSE
    Aug 23, 2024
    We're excited to let you know this suggestion has been implemented! You now have the ability to select the default credit card on file for clients. Clients also have the ability to select their default credit card from their Client Portal account. Thanks for your feedback on this suggestion! If you have any questions or feedback, feel free to reach out to our support team at support@theranest.com.
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  • Guest
    Reply
    |     Aug 3, 2020
    Yes Please change this!!!!
  • Guest
    Reply
    |     Jul 1, 2020
    It would be a huge help to be able to select the default credit card. Deleting a card to make another one the default is not a good option for the client as we are then forced to ask for the other card info all over again when they use it randomly. At this time with telemental health at the forefront of the industry it is definitely an essential need! When the client is standing in front of you with a different card not as big of a deal (swipe away) but when we are having to continually get card info over the phone it is insecure and a time consuming inconvenience for both the client and office!
  • Guest
    Reply
    |     May 22, 2020
    It would be nice if there was a feature in which we could select between different credit cards for clients when they have more than one on file. Right now I would have to delete a card to make the other one the default if the client decided to use the non default one again. Thank you
  • Guest
    Reply
    |     Jan 22, 2020
    Please allow the clinician to designate which card on file is the primary card to use. I have many clients that use a card only occasionally but once it is used one time it is made the primary card. This requires me to then the delete the card so I can return to using their regular card.
  • Guest
    Reply
    |     Dec 20, 2019
    I agree. It makes sense to be able to easily select (and change) which card is the default.
  • Guest
    Reply
    |     Oct 3, 2019
    Please add the ability to manually select and change which credit card if multiple is the default. I should not have to delete one to make the other one a default. It is very inefficient.
  • Guest
    Reply
    |     Aug 21, 2019
    This is essential to ensuring charges are appropriately run. There does not seem to be a rhyme or reason as to how these cards are listed in the system; I've had scenarios when I've removed cards altogether and added them in sequence but TheraNest still reorders them. Some people have HSA cards which need to be primary, and another card on-file for when that account is depleted. We need to be able to prioritize which card should be charged first.
  • Guest
    Reply
    |     May 6, 2019
    It's very frustrating to be unable to manually select a default payment method from multiple cards. It causes confusion in billing and the incorrect payment method to be used, which then results in more work on all ends reversing transactions and card fees.
  • Guest
    Reply
    |     May 2, 2019
    Yes! It should not automatically be the newest card added, we should be able to select which card on file is the default. Please create this ability, TheraNest!
  • Joy Tanner
    Reply
    |     Apr 20, 2019
    Many times clients want me to add a secondary form of payment if their HSA or FSA is not funded to cover their session. When I add a secondary form of payment, the newly added card automatically becomes the default card; however, the HSA or FSA should remain the default.
  • Guest
    Reply
    |     Feb 21, 2019
    At the minimum add a field when you select the credit card payment by cardcardholder's name. As above sometimes parents trade off splitting bills between split custody of kids or couples in counseling often split session payments and it's difficult enough to track who is paying let alone which card on file belongs to which person.
  • Guest
    Reply
    |     Sep 11, 2018
    add a drag and drop option to organize cards on file, or assign a card a name (like primary, moms, dads, etc). to make it easy to select when selecting payment method.