Put a safety feature in CRC that will prevent you from printing out letters without having properly selected a payment plan in the Plan Details section- or even a reminder
Timothy Moffitt
The system will allow you to add a new client, collect the payment method, have the client sign the client agreement and totally onboard the client. Since the new system change in the billing and payments section, the system will also allow you to print the first round of letters without selecting an agreement plan. When this happens, you end up having to open a new client profile and start over and it becomes a logistical nightmare as you sort out the charges, transfer over letters that were already printed from one profile to another, etc.
Timothy Moffitt
Keenan, thanks for responding. This happened when the billing system switched over and honestly there was no warning and we didn't know what we were doing. We figured it out and now all we can do is try to remember to double check. I think the problem was that there's a payment details tab and a plan details tab. When the client does the onboarding, the client automatically signs the client agreement, which is the plan, and we see it signed. So in our minds the plan is selected. Then we collected the payment method using the payment details tab and assumed we were all done. The system let us print the letters and we thought that the automatic payment would occur. And for quite a few clients, were printing letters and not getting paid. Now we know why, but still the system lets you do this. If there was a reminder to check to see if the plan details have been selected before printing the letters, that would definitely help to avoid the problem. It doesn't occur as much as it used it, but it still does on occasion. Any help would be greatly appreciated.
K
Keenan Jones
Thank you for posting, Timothy Moffitt! I have a few more questions for you:
- What specific steps do you currently take to ensure a payment plan is selected before printing letters?
- How often do you encounter the issue of printing letters without a selected payment plan?
- Would a simple reminder or a mandatory check be more effective in preventing this issue?