Hello, I'm working with a Medical Practice in Africa. We are a very small high end clinic specializing in top notch western care and evacuation services for our clientele. We need a software solution ASAP. Currently our needs are as follows: -Ability to track our clients membership and subscriptions. -We would like the ability to have notifications when clients must renew their subscriptions (an automated process sending emails would be great.) -We also need the same system to create of invoices, and track patients by personal information, company name, and whoever is actually paying for their medical care independently of one another -We are getting
Need help with choosing software!
Answers
In keeping with a QuickBooks-based solution, perhaps the resolution to the subscription problem is to find a QuickBooks add-on that has similar capability but is known by another name. For example, could subscription tracking be performed by using the reminder features of a contact
Within QuickBooks you can create memorized transactions (including invoices). This is not totally automated, but when the original subscription is made, you can create the memorized invoice transactions for the specific period of time required and can determine whether you are reminded, the invoice is automatically generated, or you are just reminded. This could be an interim solution until you can identify a long term solution for your issue. Best wishes.
DL - I have a few ideas, but first I would need to know how stable is your internet access? This will help me know whether a cloud solution is feasible.