more-arw search

Q&A Forum

Need help with choosing software!

D L's Profile

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 quickbooks, but to the best of my knowledge quickbooks lacks the ability to track subscriptions. However, we would like (either) a well integrated accounting platform that includes membership subscription tracking, (or) something that incorporates well with quickbooks, to manage accounts, and revenue/expenditures/payroll/taxes, etc. for our business. We are desperate and NEED a solution ASAP! We are doing our best to provide medical care in the midst of an Ebola virus outbreak, but we are understaffed, over worked, and need a comprehensive software solution ASAP. Please help us get on our feet! Many thanks in advance. Any advice, support, suggestions or information is welcome.


Norman Katz
Title: President
Company: Katzscan, Inc.
LinkedIn Profile
(President, Katzscan, Inc.) |

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 management software add-on where subscription history (renewals) can also be stored? Your QuickBooks reseller should be able to give you add-on guidance and hopefully some creative thoughts on how to make something like this work for you.

Cindy Boyce
Title: Senior Manager, Outsourced Financial Ser..
Company: BDO USA, LLP
(Senior Manager, Outsourced Financial Services, BDO USA, LLP) |

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.

Dan Feely
Title: President
Company: TSI-Transforming Solutions, Inc.
LinkedIn Profile
(President, TSI-Transforming Solutions, Inc.) |

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.

Products and Companies

Get Free Membership

By signing up, you will receive emails from Proformative regarding Proformative programs, events, community news and activity. You can withdraw your consent at any time. Contact Us.

Business Exchange

Browse the Business Exchange to find information, resources and peer reviews to help you select the right solution for your business.

Learn more

Contribute to Community

If you’re interested in learning more about contributing to your Proformative community, we have many ways for you to get involved. Please email [email protected] to learn more about becoming a speaker or contributing to the blogs/Q&A Forum.