In this edition of Zencare Progress Notes, the ability for clients to pay from the client portal has been added along with other bug fixes.
Making a Payment from the Client Portal
Clients can now make a payment from the client portal. Check out the video and written tutorials below for details.
You can select Make a Payment to make a payment under the Account Summary section of the Client Portal.
From the Make a Payment menu you can select the Payment Date, Payment Method, and select whether or not to Pay In Full or Apply Credit if available. You can also leave a Message for Practitioner if desired. After selecting the Payment Method from the drop down menu and the payment amount, select Submit Payment in the bottom right.
Payment Methods
To add a payment method, select Add under Account Summary.
Next, select a Payment Type, either Card or Bank (ACH), then select Next.
Enter your credit card information in the Add a Credit Card menu including the Cardholder Name, Cardholder Address, and card information such as the Card Number, then select Save.
If you want to enter your bank information instead, enter your Full Name and Email address and select Next. You will then be prompted to enter your banking information.
Setting up the Client Portal for Client Payments
Client payments can be enabled on the client portal by going to Settings, then Client Portal, and under the General Tab you will find the Client Payments section. You can also edit the payment method message, allow clients to apply credits through the Client Portal, and add and remove multiple payment methods.
You can also enable secure message notifications for client payments through the Client Portal within Zencare by going to Settings, Secure Messaging, and enabling Secure message notifications for Client Payments in Portal under the Client Portal section.
You can receive secure notifications for all Client Payments. From the Client Portal go to Settings and then Secure Messaging, under Receive Portal Notifications when Client Portal Payments are submitted. This can also be enabled for office admins under Office Admins receive secure notifications for Client Payments in Portal.
Finally, going to Administrators, selecting an administrator and then selecting Update Administrator, and selecting enable under Receive secure notifications for all Client Payments in Portal will enable notifications for administrators.