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Status Completed
Categories Clients & Groups
Created by Guest
Created on Mar 29, 2019

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Allow Full Credit Information to be entered by client in Client Portal registration

Currently clients have the option of adding partial credit card information (no CVV) in the client portal when registering/completing intake paperwork. I'm hearing with Simple Practice, that client's can be required to enter full cc information (so that it could be charged for a no show) before coming for their first appointment. This feature would save so much time and effort up front so we are dealing with completing full credit card info. in the first session.
App Type TheraNest App
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  • Guest
    Reply
    |     Feb 22, 2021
    When a client pays in the client portal, please save the credit card to the client file. This was a previous feature. The client now has to click one more button to save their card and they are not doing that. Our practice now has to track down clients on a weekly basis to get them to pay bills and to put a card on file, as this is our policy. If the credit card was automatically saved we could be charging them after each EOB.
  • Guest
    Reply
    |     Feb 2, 2021
    The fact that clients can't add a CVC code for their cards in the portal is a massive pain. Clients will add a card, but then we can't actually charge it, and have to email or call them to get the CVC code anyway. It practically makes the feature useless because it necessitates all these extra steps. We may as well just call clients to get card info to begin with. There's gotta be a way for them to add that when adding card info, so we're not stuck with all this extra work.
  • Guest
    Reply
    |     Dec 29, 2020
    Clients can log onto their accounts on the client portal to update billing information which is great, however, it does not require them to include the security code which is needed to process the payment. There needs to be a way for a client to include this information vs our center having to follow up each time this occurs.
  • Guest
    Reply
    |     Nov 24, 2020
    Have clients enter the CVV when they manually enter their cc info. Otherwise, we can't bill!
  • Guest
    Reply
    |     Nov 19, 2020
    I would love to be able to send a client a link to input their credit card information, including CVV that would automatically save into my account for processing.
2 MERGED

Add field for CVV number in client portal

Merged
My clients aren't able to input the CVV number for their cards when they sign up through my client portal. Then I have to chase that number down in order to charge them.
Guest about 6 years ago in Client & Billing Details 1 Completed