Packet Prompts – Add/Require Payment Method (with Autopay) and/or Add/Require 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.

Requiring Payment Method and/or Insurance Plan

In addition to enabling Collect Payment Method and Collect Insurance Plan within your packet properties, you now have the option to require these fields during packet completion. When enabled:

• Clients must add a payment method before submitting the packet.

• Clients must enter their insurance plan if you choose to make it required.

This ensures all billing details are collected upfront and automatically populate the client’s chart once the packet is complete.

Autopay Option for Required Payment Method

If you choose to require a payment method, you can also enable automatic autopay enrollment. When this setting is turned on:

• The client’s saved payment method will automatically become their default autopay method.

• Autopay will run according to your practice’s billing rules (session fees, copays, deductibles, or any client‑due amounts).

• You can always reference the client’s Due Amount in their chart to understand what autopay will charge.

Clients will still see the “Skip Payment Method” option only if you leave the field optional. Once marked as required, skipping is removed.

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. The “Skip Payment Method” option will only appear if Require Payment Method is not enabled in the packet settings. When Require Payment Method is checked, clients must add a payment method before they can continue.

Next, there will be a prompt to add an insurance plan. If Require Insurance plan is not enabled in the packet settings this can be skipped.

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