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Status Future consideration
Categories Billing & Payments
Created by Guest
Created on Mar 14, 2022

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Indicate if no credit card is on file

When accepting payment and selecting Credit/Debit Card, indicate if there is no credit card on file. We've had therapists accidentally select this thinking they are charging the client's credit card and then we have a discrepancy with the credit card charges report.
App Type TheraNest App
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  • Guest
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    |     Jun 21, 2022
    Agree! I understand there are practices that have another system to run CCs, but we have had therapists not realize they needed to save the CC info, and are not actually billing the client, costing our practice thousands of dollars! A pop-up warning would be great to direct them to add the CC info.