Linked Profiles: Relationship Tagging & Shared Payment Methods
It would be incredibly helpful to have a way to link or tag patient profiles together to show relationships (e.g., family members, parents/children, spouses).
Additionally, we need the ability to share payment methods between these connected profiles. During checkout, we should be able to:
Automatically see who a client is linked to right on their profile.
Easily charge a connected profile's card on file (e.g., a mother paying for her child's products, or an adult child paying for their parent's treatment).
Select whether to use the current client's card or a linked family member's card on file seamlessly.
2
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Donna Goyda
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