Could there be a way we can indicate on the client schedule or when checking in that there is a card on file? We don't look very professional if we have to ask the client for payment each time and they have to tell us that they have a card on file, and going through the reminder notes and case notes takes precious time. E.g. a separate available icon on the schedule (we already use all the other options so it would have to be an additional one and tied specifically to the card on file that would automatically add the symbol or visit outline or some sort of visual indicator).

We can set a reminder note, but it would be really helpful if adding a card created some sort of indicator in the account that there was a card on file and the permissions to charge it. E.g. Note: Card on File - Charge at every visit. OR Card on File - Charge for full week's sessions on first visit day of the week/never charge chard for supplies, they like to pay cash for those.

This will help our FD be more effective with card payments and avoid issues that undermine patient trust such as charging their card for things they said they did not want charged, but that we don't have a great way of knowing when checking them in.