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TheraNest Ideas Portal
Status Future consideration
Categories Clients & Groups
Created by Guest
Created on Sep 23, 2022

View when credit cards were updated

When viewing the client's ledger or Bill To & Insurance, show a history of client credit cards that were updated or added and by which staff member.
App Type TheraNest App
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  • Guest
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    Sep 6, 2022
    Show history of client credit cards, success/declines, and when added and by who. I have clients who say they have updated their card information, but I have no way to confirm that. Also, for clients who have frequent declines, it can be difficult to see which card(s) and when. In addition, knowing who made the changes and charges would be great for context. This may all be available under reports (at least some of this info), but it doesn't provide an easy, fast reference while trying to get through admin work.