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    In clinic we have several sources of patients from various referrer including insurance companies, solicitors and intermediaries. Each patient will have variable limits to their care when being funded by another source. This may be in the form of a session or a monetary limit. We need to have a way to enter this session limit to clearly show this for each case, as currently we have to manually document it in the patient notepad and constantly refer back to it.

    When i used to work on TM2, there was a fantastic system that not only allowed me to enter session or financial limitations for each case ( ad there may be several running at a time for various practitioners), but it would also remind any user on booking an appointment when this would take the patient to the end of their allowance. This saved an enormous amount of administrative burden on our reception staff and therapists, who currently have to continually check to remind themselves of each patients limit. Inevitably, although only on occasion, a patient is over treated and has to fund a session themselves. This is a system your competitors have offered for over 10 years to my knowledge. I know I have spoken and messaged your team about this many times in the past. Please can you let me know if you have any plans to address this issue in the future.
    Kind regards


    Hi Sacha,

    Thanks for your post. ClinicOffice v6 (currently in development) includes a “Treatment Plan” feature. In addition to allowing you to template a “series” of treatments for patients, it also allows you to allocate a treatment plan to an alternate invoice recipient, such as an insurance company and you can also specify a monetary “allowance” which will show a warning when exceeded.

    We don’t have an official release date for COv6 date, but we’re working hard on it at the moment.

    Kind Regards,

    Support Team

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