One of the advantages of subscribing to the Client Portal is allowing your clients to pay their balances online. Before you can activate the client self-pay feature in your Client Portal, you'll first need to set up credit card processing in TheraNest. This article will walk you through setting this up. If you're already setup, then follow the steps below.
1. Click Organization > Client Portal.
2. Click On to activate the Client Self-Pay feature.
3. Once the Allow Payments option has been turned on, staff who are assigned to an invoice receive a notification by email. Also, the administrator receives all client portal payment notifications by email as well.
We’ve also created a short video and article that you can share with your clients here: /client-portal-clients/making-payments-in-your-client-portal-account
Here is a short video that will walk you through the Client Self-Pay feature: