Remove option to add insurance card for self-pay clients

When client does the intake process, it would be helpful to be able to use the “billing” tab after completing their “forms” - right now, there is no way for them to add a credit card in that flow. Confusingly, it allows them to add insurance, which is misleading for self-pay clients. Can there be a way to deactivate adding insurance as an action for a self-pay client to take?

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Upvoters
Status

In Review

Board
💡

Feature Request

Tags

client payments

Date

About 2 hours ago

Author

Natalie Doyle

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