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Fredwin Software (Demo) Ideas Portal
Created by Guest
Created on Mar 5, 2025

"Log Communicaton" button on Practitioner Dashboard as a reminder to bill for time communicating with their school.

It's common for practitioners to forget to bill for the time spent communicating with their school. The Customer Care Team includes a reminder in our follow-up email sent 2 days after a practitioner is introduced to their new school, but we don't manually check their billing entries during the start-up process since this isn't scalable. So far this school year, we're hitting 80% of practitioners do enter at least 1 billing entry 7 days after being introduced to the school, but that billing entry can be for any activity. Sometimes the first billing entry is when a session is completed. I'm hoping if they have a button or a reminder on their Dashboard that we'll see increased revenue. We rely on practitioner's billing entries for PAYG customers, so we need to figure out a way to ensure practitioners are entering all indirect billing activities.

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    Atoosa Teymouri
    Mar 10, 2025

    Thanks for submitting your idea, Holly!
    Could you please elaborate on the estimated revenue loss size?