Schedule recurring/automatic payments
For clients that are on payment plans, allow me to set up scheduled or recurring payments for a set amount.
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Marina Naviaux commented
We would love a way to automate client invoices/payments in TheraNest for clients who are on payment plans. This will not only allow clients to know specific dates to expect their payments to hit, but it will also streamline the process for providers who utilize payment plans so they don't have to go in every week and see whose invoice is due. Thanks so much for your consideration!
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Amy Neumann commented
YES! This would help tremendously. And also offer an option for clients to pre-pay in the portal before the portal. Not having these basic features costs us time and money and reduces our ability to collect co-pays professionally. Every other place that takes insurance gets paid BEFORE the appointment, not after. Both automatic charging AND offering the ability to pay ahead would make a big difference.
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Shelby Dwyer commented
Please add this feature - I'm considering switching to Simple Practice now because of it. It would save time and energy and also ensure I get paid!
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Jamie Bodily commented
Yes, this would be an amazing options!
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Katie Vail commented
The ability to set scheduled and/or recurring payments for a set amount, automatically, would be very beneficial for our organization. There are some clients that have plans to pay off their higher balances and would be very nice if providers didn't have to do this manually with reminders on their calendars.
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Katie Vail commented
This feature would definitely save a lot of time for not only our providers but for our admin staff as well. Please consider implementing this feature as an option.
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Christina Eagle commented
With COVID financial challenges effecting lots of clients, it would be excellent to have the option for set payment plans paired with a signed dynamic form agreement
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Bill commented
Yes. Would save a lot of time. Make it either at midnight local time, or 24 hours after scheduled appointment time. This would allow enough time to change status of any appointments that were not attended, otherwise all "Kept" appointments would be charged. An opt-out feature at the client level would allow customization.
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John Amundson commented
To Whom it May Concern,
Simple Practice has a function where clients can set up auto pay where payments are automatically processed with the client's card on file after a session is held.
I am in the free 30 day trial with them. Please consider adding an auto pay feature for our clients.
-John Amundson, Owner of Wellovation LLC
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Patrick Santilli commented
I would like to see if there is a possibility to be able to schedule reoccurring credit card payments. I am looking to charge a client every week and was wondering if I could set it up to automatically charge on a certain date.
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Jessica Wheeler commented
It would be nice to be able to set up automatic batch payments 24 hours prior to an appointment and to be able to differentiate between therapists for this feature.
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Whitni Toson commented
PLEASE
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Dimple Shah Raja commented
To be able to set up a payment on a future date. For example, if a client wishes that their card be charged the next day, therapist should be able to enter the date. The app would automatically charge it on that set date.
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Ryan Young commented
This would save hours upon hours of unnecessary work every week for my practice.
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Desiree Burton commented
Clients with an outstanding balance would like to set up payments to be deducted from their card on file automatically. For example, a client with a $400 balance would like to make a $25 payment every Thursday. It would be nice to set it up on an automatic payment so nobody forgets.
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Shawna Hedquist commented
It would be helpful to be able to save clients cards and have Theranest system automatically charge the card after a session. Could be something like auto-charging at midnight for any due copays. I know that other softwares (like Simple Practice) can do this. It would save me and clients needing to login to charge the card.
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Shawna Hedquist commented
It would be helpful to be able to save clients cards and have Theranest system automatically charge the card after a session. Could be something like auto-charging at midnight for any due copays. I know that other softwares (like Simple Practice) can do this. It would save me and clients needing to login to charge the card.
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Kimberly Massale commented
It would be great if we had the option to set up to bill automatically for clients. I am considering switching my platform to do so.
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Terri Counseling commented
Auto enroll credit card payments that charge card the night after service automatically if enrolled in this program.
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Georginia Weygand commented
Please please please add this, or some payment plan functionality!