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    clinicoffice_user
    Participant

      Hi
      We often have customers who leave without paying and it can become quite awkward and time consuming to chase them. Our previous system would automatically flag people who owed money by showing their name on any appointment in red so you knew that they owed money from a previous visit. This would then trigger you to go into the patient where it would flash up on every screen that they owed money. Is there are way for clinic office to make it easier for users to see customers who owe money. Currently we have to put flags manually on people that owe money which is not ideal, so that the receptionists can see at a glance that money is owed. AS they often just do quick transaction from the appointment, they never get as far as opening the patient record and going to the finance tab, where it shows that money is owed.

      Thanks

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