So since changing over to using Stripe, I do not see the person’s credit card listed on the “Bill to & insurance” page. Previously we could see that at least we had a credit card file right from this page, but now you have to click on “manage payment methods” in order to see if they have a card on file. I understand it is one extra click, but it just seemed faster if I saw that on their. Either that or when we go into the “Ledger” section and accept payment, it would show there too that they had a credit card on file. Is this something that can be changed?
Question
Credit card on file
+5Hi
At this time, this behavior is part of how TheraNest integrates with Stripe, so it isn’t something we’re able to customize or change. That said, your feedback is absolutely valid, and we know visibility like this can improve efficiency. We’re happy to pass this along to our product team so they’re aware of how this impacts your workflow.
We really appreciate you taking the time to call this out—please keep the suggestions coming, and let us know if we can help with anything else.
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