Feature Requests

Dashboard to view future payouts and to search last four digits of a credit card to view payments or refunds to the patients when invoices have been deleted

Currently, a patient's 'Financial Info' section shows their full balance (all issued invoices, whether or not they are past due or due in the future). If the patient has a past due balance, there is an 'Unpaid Charges' flag next to their balance. However, this is confusing/misleading when a patient has both past due invoices and issued invoices that are due in the future. For example, If a patient's full balance is $7,175 - with a $1,650 invoice due in the future and $5,535 past due - it looks like the patient's past due balance is $7,175 (screenshots attached). Specialdocs' doctors only have 'Read Only & Reports' user access, so they can't look at the patient's 'Invoices' tab to confirm the actual past due amount.

Save a patients payment method to their profile when they purchase a charge item through an online checkout page.

Ability to disable credit card pass through fees on a individual basis and on individual invoices

Some states have laws regarding the max transactions fees for example CO cannot charge more than 2%

When a couple or family would like to use two different payment methods for their monthly membership, there's not a way to do that when set to auto-pay. You currently have to do it manually.

Request for the ability to only apply credit card fee pass through to new patients, not existing patients and the ability to pass fees through only on charge items and not memberships.

Show if the patient paid with a credit card or debit card

Show what the credit card fee would be for total payment info without the invoice being paid first

Ideally, users would be able to select both the date and the desired time for a scheduled payment to be processed. Fowler Medical Group operates two separate locations. At the second location, there is no staff available to handle billing-related tasks. For one-time appointments, they prefer to charge patients at the time of service. Being able to schedule a payment for a specific time of day in addition to the date would eliminate the need for staff to remember to manually go back and process the payment.