Client Portal: Entering Payment Information & Completing Consent Paperwork

To enter payment, navigate to the "Payment & Invoices" tab located on the left-hand side. Then, simply click on the +Add Payment Method button under Payment Methods to enter your card information. Please see the screenshot below for reference. 

To complete all of the necessary consent paperwork, please click on the "To-Do List" tab to review all forms and electronically sign them.

YOU CAN ACCESS YOUR CLIENT PORTAL BY CLICKING HERE: CLIENT PORTAL LOGIN

• Related Articles

• Granting Client Portal Access

  Navigate to the Client Portal tab on the left-hand side.  Click the +Add New User button Enter the new user's information If you have already entered the new user's email in the Contact Info tab, their email address will populate for selection in the ...

• Portal Access, Consent Forms, and Credit Card Information (EMAIL TEMPLATE)

  Thank you for choosing to work with us! You should have just received an invitation to enroll in our client portal system (My Best Practice). Once you’ve enrolled, you will need you to enter your payment information and complete all consent forms ...

• Client Portal: Making Payments

  Please note: some practices may not have this setting enabled. If you do not see the "Pay Now" button, please reach out to your provider to initiate a payment. To make a payment, navigate to the Payment & Invoice tab ➡️ select Pay Now ** Partial or ...

• Client Portal Guide: Portal Permissions

  Basic Functions - Enables the portal user to access the overall portal settings, ability to view the "Client Portal Banner Message" from the practice and/or the specific professional, view the "Upcoming Appointment" banner, and interact with the ...

• Client Portal Guide

  Step 1: Clients will receive an email for the enrollment in the Client Portal. Take the next step by clicking the 'Enroll in Client Portal' button provided in the email. Step 2: After clicking the link, clients will be directed to the Client Portal ...