Detailed Fee and Discount Breakdown in Contract
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Krystal Smith
I’d like to request an enhancement to the contract feature in our patient management software. Specifically, it would be very helpful if any additional charges listed (e.g., a line item showing "$600 Additional Fees") were accompanied by a clear breakdown of what those charges include—for instance, "$300 for RPE" and "$300 for bonded retainer."
Additionally, I’d appreciate it if the system could also display the specific discount applied to the patient’s treatment plan, along with a brief description—such as "May 2025 Promotion."
Having this level of detail would be extremely useful for reference at the end of treatment, especially when reviewing contracts with patients or finalizing financials.
Thank you for considering this update.
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Kristina Luka
Yes, this is needed!! Also would be so cool if in the case closer they had an option to add things to their contract if they want, like add on "ret club" "whitening" see what payments would look like, or take it out and see what payments look like. But listing out on the contract what they are buying vs "additional fees" would be GREAT!
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Krystal Smith
Hi there, do you guys have any updates on potentially implementing this?