Send alert when clients enter or update information in Client Portal
Send me an alert when a client enters/updates any demographic or payer information on the Client Portal.
App Type
Provider App
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Andrea Mills
Jan 19, 2023
Clients can go onto the portal at any time and delete their credit card. I would like to be notified if that happens so that I can follow-up with them to obtain another card before their next appointment. Also, if they add a new card, I would like to be notified so that I can contact them for the CVV code.
Our office assistant is emailed when a new client submits paperwork through our client portal. Is there a way for me to also get an email notification of this?
When a client updates their credit card if we can get a notification so that the batch payments aren't denied because the 3 digit security code hasn't been entered.
This is an extremely important function as I am having clients sign up through my website and they don't finish paperwork and I never knew they are there...