08/30/2024 New Feature coming soon Registering clients with Credit Card Mandatory-change

08/30/2024 New Feature coming soon Registering clients with Credit Card Mandatory-change

Good afternoon,

We have had several companies ask us to add this feature.

If your company wants to require credit cards from all clients on the preregistration and you take insurance our system says you have to do it for all clients with all carriers.  
So we are going to add an exempt option per carrier under the setup insurance carriers so that you can have a bypass for example clients with Medicaid.

We will announce when this is deployed, it will take another week or two.

Therasoft Support