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1. Referral program verification - flag if client name, phone or email matches an existing client profile

   I wanted to bring up an issue we've encountered with the referral program that affects its practicality for us. Currently, it appears that the system does not detect if a patient already has an existing account but creates a new one using a different email or phone number after being referred by an existing client. This creates a loophole where returning patients could take advantage of the referral discount by simply using a different set of credentials.

   To ensure the integrity of the program and streamline our workflow, we strongly suggest integrating a verification system that checks for duplicate accounts. Ideally, if at least one of the following matches—name, phone number, or email—the system should flag the account as an existing patient and prevent misuse of the referral discount.

   As it stands, we would need to generate a report each time a "new patient" requests the referral discount, which is inconvenient and inefficient. Implementing this feature would significantly enhance the functionality and accuracy of the referral program, making it more practical for businesses like ours.

   I wanted to bring up an issue we've encountered with the referral program that affects its practicality for us. Currently, it appears that the system does not detect if a patient already has an existing account but creates a new one using a different email or phone number after being referred by an existing client. This creates a loophole where returning patients could take advantage of the referral discount by simply using a different set of credentials.

   To ensure the integrity of the program and streamline our workflow, we strongly suggest integrating a verification system that checks for duplicate accounts.… more

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