Client Portal: Making Payments

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 full payment is accepted




    • Related Articles

    • 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 ...
    • 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 ...
    • 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 ...
    • Client Portal: Time Zone Update

      Once logged into the client portal, navigate to Settings and select Change Time Zone. Here, you will select your time zone and Save Changes. Updating your account to the proper time zone will update the appointments on your Scheduling tab based on ...
    • Client Portal Guide: Enrolling Additional Portal Users

      Step 1: Navigate to the client’s chart. Step 2: Select the Client Portal tab and click + Add New User. Step 3: A pop-up box for Add/Edit Portal User will appear. First, enter the user's details. Then, check the necessary box(es) to grant proper ...