Packet Prompt - Add Payment Method and/or Add Insurance Plan

Packet Prompt - Add Payment Method and/or Add Insurance Plan

Now, professionals can add a prompt to collect payment methods and insurance plans during the intake packet process. These details will automatically populate on the chart when the packet is complete.

First, enable 'Collect Payment Method' and/or 'Collect Insurance Plan' within the packet properties (Settings ➡️ Account Settings ➡️ Surveys & Packets ➡️ Packets).

After, the surveys are complete, the packet will prompt clients to add their payment method.

Skip payment method is available.

Next, there will be a prompt to add an insurance plan (not required).