WHITNEY MINNICK
My feedback
11 results found
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21 votesWHITNEY MINNICK supported this idea ·
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27 votes
An error occurred while saving the comment WHITNEY MINNICK supported this idea · -
3 votesWHITNEY MINNICK supported this idea ·
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3 votes
An error occurred while saving the comment WHITNEY MINNICK commentedI think it would be helpful for the client if they were sent a text message when they get a new invoice emailed to them. Just a feature that reminds them to check their email and make a payment. I think these should be recorded as well like in the reminder log.
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80 votesWHITNEY MINNICK supported this idea ·
An error occurred while saving the comment WHITNEY MINNICK commentedWe like the new Task feature at our office. But it would be helpful if you could make tasks for other staff members. As an administrator, it would be helpful to create a task for a provider relating to a specific client that needs addressing such as a balance or need for insurance information so when they see that client they will be reminded to address it.
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265 votesWHITNEY MINNICK supported this idea ·
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630 votesWHITNEY MINNICK supported this idea ·
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63 votesWHITNEY MINNICK supported this idea ·
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11 votes
An error occurred while saving the comment WHITNEY MINNICK commentedYes! And emailed invoices as well!
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34 votes
An error occurred while saving the comment WHITNEY MINNICK commentedThere needs to be some sort of record and reminder in place as to when a statement gets sent to a client.
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12 votes
An error occurred while saving the comment WHITNEY MINNICK commentedI wish when we sent emailed statements through the ledger that it did not go to the client with my full first and last time, I wish it was the companys name for group practices. I really dont like that clients see my full first and last name when sending them. I also wish we could have some sort of custom message with our email invoices. I use an unmonitored email to send invoices so I do not see when/if clients respond. I would like to be able to let them know that the emailed is unmonitored and where to direct their questions/concerns.
WHITNEY MINNICK supported this idea ·
Yes! This!