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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Marisol Urrutia commented
Please create auto-enroll where clients can opt into getting charged automatically after the session has taken place. This is available through Alma and it's so helpful. Thanks so much.
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Alison Alexander commented
Auto run a credit card on file.
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Courtney Oblinski commented
Please add this!! Make things so much easier!
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Elizabeth Tschoegl commented
It would be helpful if it was possible to bill clients automatically after every session.
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Jessica Miro commented
This has been requested for years. Most other EHRs are doing this now- this would revolutionize the amount of time we are spending on billing and be a huge asset. Please start this.
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Theresa Stewart commented
I would like to have the able to set up recurring/automatic payments as well. Please add!
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Angela Webb commented
This would be incredibly helpful. We have been trying to figure out how to make this work
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Angela Webb commented
This would literally save my practice. One reason I really wish I would not have brought my practice to TN from SP>
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Front Office commented
Making it possible to do a payment plan feature that could charge interest etc. Also nice to have some kind of calculation with it. Like if a client can only pay an X amount what the payment plan would look like and could print out for them
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Bill commented
For those clients that agree to a payment plan it would be beneficial to have the ability to schedule credit card charges in the future, and be alerted when they are made and/or if they fail.
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Melissa Carter commented
The client's card on file could also be auto-processed once the ERA is received from their insurance provider, if applicable. Self pay clients would be auto charged after the session.
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Lisbeth Solis commented
We need a system that were we are hale to choice a date to auto charge debit card for are clients that have a payment plan also for client that have copay to be hale to charge the day of service.
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Ana Wong commented
processing of open invoices on a recurring basis
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Felicia Ortiz commented
allow for autocharge for all clients for the next day 24h in advance.
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Marie Grace commented
For clients that are on payment plans, allow me to set up scheduled or recurring payments for a set amount.
It looks like this was suggested in 2017. Please do this!
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Nathan Staley commented
This would drastically improve my business image/executive brain functioning. Been a member for years with a brief departure, and perhaps the best part of the brief departure was ability to auto-charge fees and copays. I hope this ascends the priority ladder quicker.
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Amanda Bans commented
I'm concerned that this was suggested back in 2017 and that changes still haven't been made to automate this? Are there any plans for this change in the near future?
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Nathan Staley commented
Perhaps the biggest thing I miss about SP. A bit shocked when I discovered it wasn't a feature.
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Faith Yvonne Daley commented
Hello, I just transferred my practice from Simple Practice and while there are many things I like about TheraNest better, a feature in SP is to have the patient authorize autopay for copay and deductible amounts. Since I transferred over many of my patients have said how much they miss the feature. They approve it and after the session the payment comes out. Easy peasy! Thank you!!
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Katie Vail commented
Please consider this request for the ability to schedule automatic payments. This will assist not only providers, but support staff and clients as well.
In addition, is it possible for clients to set this up through their client portal?