Feature Requests

Would like to select monthly invoices for multiple patients at once for export, without having to download individually one at a time.

Would like the ability to take a percentage off an invoice total or apply a percentage discount per line item/charge on an invoice.

Ability to set a set an automated minimum charge amount for members, as well as an automated minimum-charge (different amount) for non-members. Example: We fill a 30 pill script of a med for which we charge $0.05/pill. That's $1.50. We want members to pay a minimum of $2.00 for an individual med. Members will be established as a membership of some sort our system. We want the minimum medication cost for non-members (urgent care, walk-in, etc) to be $5.00. Right now, the invoice will populate with the script/med name and a $1.50 charge. We want the invoice to populate with a $2.00 minimum for -any- med, and a $5.00 minimum for non-members (patients not enrolled in any membership plan with us).

Ability to disable the use of prepaid cards. Some patients will turn prepaid cards off every month, creating an administrative burden on staff having to chase down payment (turn card back on).

Assign charges and items to specific locations upfront.

Allow add-ons & plan change to be scheduled for any date, rather than being tied to the next billing period.

Ability to set a maximum fee for families living in the same household. Functionality exists in the "registration fee" section of memberships but not in the monthly membership section. Support team suggested using discounts but that obviously would not work due to multiple reasons, the main one being not every household is made up of the same fee structure.

Ability to set a maximum fee for families living in the same household. Functionality exists in the "registration fee" section of memberships but not in the monthly membership section. Support team suggested using discounts but that obviously would not work due to multiple reasons, the main one being not every household is made up of the same fee structure.

We'd like a more streamlines checkout experience, specifically with sales of retail items. Ideally this would include a barcode scanner and kiosk like checkout hardware.

Track inventory for a charge that has multiple different components. to create a "bundle" charge that will track inventory. For example: A charge for a knee corticosteroid injection for say $25 but the bundle will include syringe, local anesthetic, the steroid, draw needle, etc so that inventory can be tracked.