Chanel was very happy to share with us her experience with SalesVu and how the modules she’s using are helping her managing this center.The SalesVu features that she uses are Recurring Billing, CRM and POS. Giving her total control of the patients that they have.
“SalesVu has been great with keeping track of the recurring payments. So far that has been very helpful, to charge the patient each time for each service makes it a little faster when checking people out” – Chanel Gonzalez
They have a lot of patients under contracts, and the fact that they can pull out payments on a monthly basis is really helpful for them to organize and manage each agreement. With the recurring billing feature, she is able to add as many services and products that she wants to the order, payments are very customizable, they can be made on a daily, weekly, monthly or yearly basis, or they can even be manually edited and executed. Along with this feature comes the CRM. This module works great for adding patients and keep track of their information, SalesVu can also keep track of medical history, with the help of custom fields this can be more tailored to every business. The newest feature included in this module is the ability to upload documents and pictures for customer’s profiles.
“Reports with SalesVu are very easy to pull up, totally customizable because you have a lot of options. The system is pretty self-explanatory and there’s really nothing difficult about it. My experience so far has been very positive!” – Chanel Gonzalez
Every patient has a life changing experience at Aurora Medical Weight Loss and it is really important to have a reliable POS software that can help with it. In this weight loss journey, you are not alone, for more information about their services visit their website here. Don’t forget to check them on social media below!
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