Client facing portal: voucher/unit balance
It would be great to give our patients the ability to monitor how many vouchers or product units units they have remaining on their account through the patient facing portal so they dont need to ask us and just "believe" what we tell them. It would be an added bonus for them to be able to SHARE their vouchers with another patient, especially if they are purchasing as gifts, etc.
8
votes
Tyla Vlavianos
shared this idea
Hey there! Thank you for your product feedback! We've added two recent updates to the client portal that address your request:
- Clients can view membership details in the client portal, included the card on file, their next viewing date, and the benefits associated with their account
- In addition to seeing a list of benefits, all clients can view available vouchers on their account, and can see details on the redeemable services and issue date of each voucher.
To learn more about all that the client portal can now do, check out the client portal support article.
