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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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 -
Kris Britt commented
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.