MX Merchant Ideas

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Notifying us if the Customer Name already exists

This would avoid adding a Customer twice. If a patient hasn't been in for a while we may not check and then there are two accounts for the same name. It can get confusing when we look at History or which Account to use

  • Guest
  • Feb 22 2019
  • Planned
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  • Roxie Acuff commented
    12 Mar 22:54

    If we could access customers names by first and second letters of name (like recurring setup) we would know if customer already had an account or easily access if we spelled name wrong when searching ,