Allow saved credit cards from contacts to show in TheraNest
If a contact from a client's contact network makes a payment on the client portal and saves the card for future use, then allow that credit card to be displayed and used in TheraNest.
In messaging with TheraNest, I was told that they are aware of the issue, but have not come up with a solution. I suggested if there is a way to indicate its a parent of the client (in my case this is almost always the case), they should have full access to the client's account until they turn 18, so anything they add should be included in the Client side. Medical EHRs do this all the time as far as I know. Or maybe a button the parent (contact) clicks that they agree to have it saved on the client's side so the therapist has access to it as well.
If a contact enters a CC for payment, it does not show up as a saved card in the client's portal. A contact can click "save this card for future use" but the clinician cannot see this card.