Field for payment details needed
Sending weave invoices is great! But sometimes it is confusing who the payment is actually for. For example, we may send the invoice to the parent of a child. When the payment comes in, it can be confusing as to who the payment is actually for.
It would be helpful if when making the payment, the patient could add in a text box either the name/dob or account # that the payment should be applied to. Or a notes field for them to add any further details that would help us match the payment accuratly
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Heather Tidwell
commented
The online payment system requires patient name, email address, phone number, address, etc.. to submit payment, however, the invoice details in Weave do not contain any of this information to be able to confirm patient details. We had a parent submit a payment online for their child's balance. Unfortunately, the parent entered her first and last name instead of the patient, so the information does not match and we cannot see any other identifiers to connect which patient the payment belonged to. Obviously, that is an error on her part, however, there should be a way to allow us to view those other details, such as phone number, email, or address so that we can investigate further in order to apply the payment to the correct patient.
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Kris Britt commented
This is absolutely critical so that:
1. Our books balance at the end of day
2. Patient are assured that their money has gone towards the correct fee -
I would flip this around and state that there should be a place for our staff to enter payment information (text box) when processing so that our office can look back and see why a payment was processed in the first place.
