Anthony Garcia
My feedback
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117 votes
An error occurred while saving the comment Anthony Garcia
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223 votes
An error occurred while saving the comment Anthony Garcia
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We really need to come up with a way to restrict staff access to the billing information at large. I have my team bill their own clients because they know if the client showed, cancelled, late cancel etc. BUT they should not be allowed to run full financial reports of the company. I am switching to therapy appointments at end of month as a result of this concern. It’s a shame because everything else has been great. This is a concern for any business owner with a team.
Anthony Garcia
supported this idea
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Therapist run their own billing because only they know if the client is being charged for a no show fee or not. BUT they should not have access to running my companies financial reports. If I restrict their access to only see their own clients, they cannot see the calendars accurately. My biggest concern is that staff should have the ability to charge cards but NOT have full access to running financial reports for the company. Think of your position with Theranest. Even in IT and development, you dont have access to see how much profit the entire company made. Why is my practice any different? I am concerned with adding my other practices and allowing staff to run reports this way.