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Client Portal Payments

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Print paid invoices and superbills from the client portal

Allow clients to print and download paid invoices and superbills, or invoices and superbills with no balance, from the client portal.
Guest about 3 years ago in Client Portal Payments 27 Future consideration

Add credit card information in the portal that populates in TheraNest

Allow clients to add their credit card information on the portal (without having to make a payment) that will then populate into TheraNest so I don't have to manually transfer credit card numbers from credit card authorization/consent forms.
Guest over 3 years ago in Client Portal Payments 15 Future consideration

Notify clients of new and past due invoices

Allow me to remind clients through the client portal when a new invoice is available, and remind them again after so many days if an invoice hasn't been paid.
Guest over 7 years ago in Client Portal Payments 9 Future consideration

Notify clients to update credit cards

Allow me to send a notification to clients having them update their credit card information on the client portal.
Guest about 2 years ago in Client Portal Payments 2 Future consideration

Update icons on the Client Portal

Can you change the "Billing and Insurance" icon on the client portal? If I'm trying to give clients step by step feedback on how to update that info, I'd literally have to say "Click on the dollar sign".
Guest 9 months ago in Client Portal Payments 1 Future consideration

Allow clients to print statements from the client portal

Allow my clients to download and print their statements from the client portal like they can with invoices and superbills.
Guest about 3 years ago in Client Portal Payments 3 Future consideration

Require payment before scheduling on the client portal

Allow me to require my clients to make a payment before they can proceed with scheduling an appointment on the client portal.
Guest about 2 years ago in Client Portal Payments 2 Future consideration

Prompt portal users to enter insurance information

Allow me to alert clients that have just been invited to the client portal to enter their insurance information.
Guest almost 2 years ago in Client Portal Payments 2 Future consideration

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.
Guest over 2 years ago in Client Portal Payments 3 Future consideration

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 over 1 year ago in Client Portal Payments 1 Future consideration