Managing minor clients

You can designate a contact to be responsible for billing for a minor client when adding a new minor client, or when managing contact profiles for existing clients. 

If you have two responsible parties that need to pay for a minor client's services, there isn't a way to split the bill for the appointment. However, you can alternate who pays for each appointment to split payment between the two responsible parties.

Note: To add a contact to a minor client’s profile, see Adding a contact to an existing minor client.

To add alternate contacts to a client’s profile:

• Navigate to the client’s Overview page
• Click Edit > Contacts 
• Click Manage to the right of the name of the contact who’s responsible that week
• Select Manage Client Portal & Billing
• Check the box next to Responsible for billing

• Click Save

Changing the party who's responsible for billing each week will address invoices to that contact for that appointment. You'll want to make this change before the invoice is generated for an appointment. If the invoice was created before you made the change, you can delete the invoice, and recreate it to reflect the correct contact.

Tip: For information about third-party billing for minor clients, see Managing third party billing for a client.

Secure Messaging with minor clients

If you’ve had a Secure Messaging conversation with a minor client, a record of the Secure Messaging history is available in the client’s conversation transcripts. For more information, see Viewing messaging transcripts.

Note: In a group practice, all team members with access to a client’s profile will be able to view their Secure Messaging transcripts. For more information on team member access levels, see Clinician roles available for team members and Administrative roles available for team members.

To send a Secure Message to a minor client or their contact(s), see: Using Secure Messaging with clients.