Group/Family Care Plans - Prepaid


#1

Mum comes in, signs on a multi session care plan.

Dad wants to come in too, and wants to utilise some of the sessions from Mum’s account.

Same goes for Son and Daughter.

There needs to be a better way to do this rather than having to Create the Invoice under the Mum’s name all the time. It could be a shared account credit under the “Smiths” for e.g.

This way, for each of the family members’ appointment, there will always be a little “Invoiced/Paid” black icon to avoid any confusion.

Right now, we are still using a manual sign off sheet to keep track.