Feature Requests

Seeking an option to apply monthly membership credits to an invoice for payment.

It would be great to be able to see an overall patient balance and aging. We have patient's who need to be refunded but I can't see the amount anywhere.

Automated process that when people join your telehealth session, they are first directed to a payment screen where they are required to submit their copayment amount. Once that is completed, they can then be brought into your telehealth meeting. This can remove the burden of having an office staff available to collect copayments at all times.

I'd like to request that we be able to choose to have the patients/clients responsible for the credit card processing fees. That way they can either choose to cover those fees or they can pay ACH.

correct a payment amount or type I dont see any place to edit an actual payment posting

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!!

I'd love to be able to choose same day or next day deposits, as the IntakeQ system takes a while and Square offers this feature.

After recent issues and reading BBB, I am completely uncomfortable with Stax. Please integrate with Square for new users in the US.