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Fredwin Software (Demo) Ideas Portal
Created by Guest
Created on Jun 28, 2023

Do not allow therapists to submit billing for assessments until the completed report is uploaded to Monarch

We are finding many therapists do not upload an assessment report after the assessment and then customers and Customer Success are chasing them to get it uploaded. Often the assessment is billed to the customer without the final product been provided. There is a risk that TinyEYE has of billing a customer for unfinished work and having to repay them without the ability to recoup the work because the therapist leaves or goes unresponsive.

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  • Admin
    Atoosa Teymouri
    May 27, 2024

    Thanks for your idea. We are currently analyzing this.


  • Guest
    Feb 27, 2024

    Include Progress Reports in this. No billing for progress reports until progress reports are uploaded.