If you have a client whose services are paid for by a third party, you now have the flexibility to grant the third party access to the Client Portal. This will allow the third party contact to view and pay outstanding balances for the client through the Client Portal.
To set this up:
- Navigate to the client's Overview page > Edit details > Contacts tab
- Click + Add Contact
- Click + New Contact to enter a new contact, or select from your existing contacts
- Enter the contact's details like Name, Phone, Email, etc.
- Click the Email ok checkbox to indicate consent
Note: An email address with consent is required to grant a third party access to the Client Portal. If the third party prefers receiving paper or email billing documents outside of the Client Portal, an email address is not required. In this case, you can manually send the documents to them.
- Click Save
- Click Manage Client Portal & Billing in the next window that appears
- Select Responsible for billing so that billing documents list the contact as the responsible party
- Select Allow Client Portal access to invite the contact to the Client Portal
- Click Save
- After you Save, click Manage > Manage Client Portal & Billing and select what the third party will have access to in the Client Portal in the Allow access to section
- Select Access this Client's billing documents to allow the contact to view invoices, statements, and/or superbills
- You can also select to allow the contact to Pay a balance with credit card using Stripe
- Click Save
The contact will be able to log into the Client Portal and access different things based on the selections you made.
To make updates to a contact's information or Client Portal and billing settings in the future, navigate back to the client's Overview page > Edit details > Contacts tab and click Manage:
Note: See Enhanced Client Management for Minors to learn more about setting up minor clients and contacts.