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Per-Client Custom Rate / Sliding Scale Field

Feature Request

There's no system-level way to set an individual client's session rate different from the standard fee schedule, which makes documented sliding scale arrangements harder to track and audit accurately. Suggested fix: add a per-client rate override field tied to the client's billing profile, so time-of-service charges automatically reflect the agreed sliding scale rate instead of relying on manual adjustment at each session.

Posted by Cameron Vincent ·
1 comment

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Comments1

  • Katerina Philbrick

    •

    Aug 6

    I think there is, but it doesn’t always populate based on how the appointment is scheduled. I always have to manually update it, and if you don’t catch it, you get invoices that are incorrect (and can’t be edited).