duplicate transactions

  • 1
  • Idea
  • Updated 5 years ago
Our Psychologists process their Clients payments personally on Frontdesk and immediately print the Client a receipt.  If the receipt doesn't print for whatever reason, they press 'receipt' again and inadvertently process a 2nd transaction.  They have all been shown what to do, but in the moment I can understand that that is the last thing they care about.

I am wondering if there is a way of disabling the 'receipt' button to record/process a 2nd transaction for the payment of the same appointment.
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Sue DuPlessis

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Posted 5 years ago

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Joyaa Antares

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Not something we would want, unless it was an option-only that we could choose not to have,
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Josie Tropeano, Product Manager

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I would suggest that users would often wish to add another billing item when a patient attending, say a pillow, or would like to re-bill and then remove the previous item, and would not like to be locked out.  

Not really acceptable that your practitioners get this wrong on an ongoing basis. I would reinforce the need for proper procedures, perhaps a financial disincentive such as a $10 admin charge when billing not done correctly.  Problem solved. (smile)

On a more serious note, these occasional entry errors should be picked up and corrected when balancing at the end of the shift or banking period.