Package Tracking for ease of pre-pay service handling
Could A2C add a pre-paid service package tracking option. We have several services that we sell packages. Private Pay physical therapy, Massage Therapy, Pilates/Personal Training Sessions, and group classes are sold packages of sessions. E.g. 6, 10, 12.
A2C doesn't offer any ability to track this currently, and the package rates are different based on the service and the quantity. Whenever a client comes in the front desk has to check their past charge and the case note to piece together what is happening and what charge to apply to the client, and if they pick the wrong charge code the package is off and the client may have too much left at the end of the package or not enough, and then our wellness staff were paid incorrectly because they get paid a % of the service charges they performed.
We would love to be able to load a "package" so that it is easy to tell in A2C that a person purchased say a Massage Session package for $600 and it covers 6 (1) hour sessions. They system would recognize that the person has this package and when they check in would be able to indicate that one of these sessions was being used and it would be applied to the clients account as the correct charge amount (based on the unit charge for that particular package). When the package is getting low it would be able to show up on a report and be a reminder when they checked in.
This would help out significantly with our FD, speed up the check in, payment, and charge process, as well as significantly reduce the amount of reconciliation changes we have to do each week when the wrong charges are entered.
It would also help us be in better communication with our patients when we could say you have 3 of 6 sessions left without telling them we will have to look into it and get back to them once we have done research and math to figure it out.