Feature Requests

Would love to see a feature that would generate an estimated monthly income (other EMRs have this) where you can see your expected income based on scheduled appointments in your calendar. Thanks!

On the Point Of Sale page (the credit card icon in the top bar) it gives you a search bar to search for clients and a list of recent payments. It should also have a list of all clients who have appointments that day to streamline the process for receiving payments.

Make it easier to charge a payment to a client's credit card that covers more than one invoice with a balance. For example, knowing a client had a balance of $100 with $25 owed on 4 separate invoices, I have entered/processed a $100 charge to the client's credit card within one of these 4 invoices. I then have to go in a manually apply the $75 "credit" to the remaining 3 open invoices. For some nonsensical reason, the additional $75 shows up in my "Income Report" as a "Client Refund" and as a loss. This makes zero sense and is troubling to see and have to track down an explanation. Please find a clearer way to label these amounts that were not, in fact, refunded/returned to the client's payment method. This seems like such a straight-forward issue that got entirely mis-coded by intake q's system.

Has this been initiated?

can we have a giftcard option?

An option to sell gift certificates and easily add the credit to a clients account so that they can book it, or the practitioner can apply it at the time of service would be an ideal feature. Using a third-party for this is costly and the coupon feature is time consuming.

I want to be able to sell gift cards online, which clients can then use to book services. Currently, I use Giftup! and sell unique intakeq "coupon codes". this is time consuming and inefficient. is there a better way?

Can you please make a feature to generate a statement that can be sent to a patient that shows all payments that have been made to include both patient payments (such as copays) along with any insurance payments that have been applied to the account?

price per age, 0-10 yo is 100 , 11-to 14 yo is 200 and 15+ years old is 260$

If we could have the option to see which patients show an "outstanding" balance on the dashboard, or anywhere else. It would be a great way to keep track of patients on a package, and who do payment plans. Please make this a feature!!