Feature Requests

Please allow us to add custom payment types (e.g., Venmo, PayPal, etc.) Currently, we must choose "Other" and then document in the notes. When reporting, this is a very inefficient way to understand payment sources.

I'd like the option to auto-charge the card on-file when patients are checked in for their appointment, rather than during a specific timeframe before or after the appointment. This would prevent payment reversals if a patient reschedules or no-shows (in some cases, this fee would be different from their co-pay).

It would be helpful if IntakeQ would send an email to clients with expiring cards that has a direct link to update the card information. Meaning, it directly takes you to a screen with the last 4 of the card expiring and allows you to update it and save it.

I currently use the Alma platform which makes it very easy for the patient to enroll in autopay and I am able to process payment for copays, self pay etc as soon as the visit is completed. Is there an option for this on your platform?

Comprehensive Payment system

There is only one option to me for payment and its going through the platform which charges per transaction and a base %.

There should be a way to edit card information without deleting the entire card. (i.e. Exp date and 3 digit number on the back)

I would love to have an option for gift certificates in this system so I can track it with the appointments and practice pay, rather than having to coordinate it with another system