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).

• Related Articles

• How to Add Payment Methods and Take Payments

  How to Add and Manage Payment Methods in the Platform This guide walks you through how to add payment methods, verify correct formatting, and process payments within the platform. 1. Adding a Payment Method To add a card on file for a client: Open ...

• Refunding a Credit Card Transaction

  In order to refund a credit card charge, you will want to navigate to the Billing tab within the menu bar or within the specific client's profile. If searching for the transaction within the main Billing tab, you'll first want to enter the date range ...

• Transition to MBP Packet

  To help your clients transition from your previous EHR, we have created the "Transition to MBP" packet, which provides step-by-step instructions from the clients' perspective. The text included in the email that is sent with packet has been ...

• How to Ensure all Claims Generate in the Claim Center (Effective Date on Insurance Plan)

  Step 1: Navigate to the clients chart and select the claim center tab. Step 2: Select Actions->Update Insurance Plan. Then, change the plan's effective date back to the date you want claims to start generating.

• How to Create a Treatment Plan

  Step 1: Navigate to the client’s appointment and select Add Note. Step 2: Open the Diagnosis tab. Then, select Treatment Plan. Here you can select a type of treatment plan, add dates, and select Save. Select New Plan to create a new treatment plan. ...