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Client Portal Payments

Showing 15 of 2018

Allow clients to pay against balance rather than service lines

Allow my clients to make a payment that goes toward their entire balance rather than having them make a payment against a specific service line.
Guest about 2 years ago in Client Portal Payments 1 Future consideration

Allow clients access to invoices/superbills without credit card processing

Allow my clients to view and print their invoices and superbills from the client portal without having to sign up for credit card processing through TheraNest.
Guest over 3 years ago in Client Portal Payments 0 Future consideration

Allow clients to see if they have a credit on the client portal

If a client has an unapplied payment/credit on their account, allow them to see that on the client portal.
Guest about 1 year ago in Client Portal Payments 1 Future consideration

Don't allow portal users to view credit cards of other contacts

If multiple people are added to a client's contact network, don't allow them to view each other's credit cards that are stored in the client portal.
Guest over 3 years ago in Client Portal Payments 0 Future consideration

Remove Insurance Virtual Credit Card Payments from Client's Portal

Please removed the Virtual Insurance Credit Cards from the Client's Portal Payment History. It is confusing clients thinking their cards are being charged a large amount.
Guest about 3 years ago in Client Portal Payments 0 Future consideration