Membership tracking - Wallet Feature?
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I'm going to be incorporating micronutrients into my practice and will be offering monthly memberships along with it. Is there a feature existing within Simple Practice that would allow me to keep track of this new feature of my practice? Perhaps a 'Wallet' feature that I patients could pre-pay and then it be deducted from their account? Trying to figure out a way maintain a single EMR and not move to another one or add a second one.

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    Ruth

    Hi Trey, you can charge your client for the full amount of your monthly membership, this way your client will have a credit amount. Then go to Settings > Billing & Services > Services > Add New Service and create a monthly membership service. Make the service code rate however much you'd charge per session according to the reduced membership fee. Go to the client's file > Edit > Billing and Insurance, scroll down to Default Service Code and make this service the client's default. Everytime you create an invoice for this client, the amount billed will be deducted from the client's credit. You can also create Products in Settings > Billing & Services > Products and create an invoice in your client's Billing page. From this invoice, you can click the +Add Line Item button to add one of your Products to charge them for "Micronutrients." Hope that helps! 

    Hi Trey, you can charge your client for the full amount of your monthly membership, this way your client will have a credit amount. Then go to Settings > Billing & Services > Services > Add New Service and create a monthly membership service. Make the service code rate however much you'd charge per session according to the reduced membership fee. Go to the client's file > Edit > Billing and Insurance, scroll down to Default Service Code and make this service the client's default. Everytime you create an invoice for this client, the amount billed will be deducted from the client's credit. You can also create Products in Settings > Billing & Services > Products and create an invoice in your client's Billing page. From this invoice, you can click the +Add Line Item button to add one of your Products to charge them for "Micronutrients." Hope that helps!