nicknames for credit cards
When collecting a ccard payment it would be nice to not only see the last 4 digits but a nickname; HSA, credit, debit, mom's dad's. Missed appointments and group materials are not HSA qualified, but I can't tell which card on file is which without having to look at client notes; therapy costs for some minor clients is shared between parents; again a card nickname would be helpful. A tab in Jituzu under client information for credit cards that displays last 4 digits of cards on file and allows edits of expiration dates or zip codes would be nice.
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Helen P GCLLC
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