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Spouse paying for another Spouse's sessions - Cannot manually enter "responsible party" CC for autopay.

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  • Tracy C. Askilsrud

    I have a very similar issue - a family member paying for a clients individual sessions. I do have a release of information for the paying party to receive invoices, but do not want to allow portal access to the client's files. It is complicated to track the billing. I've been billing the family member and crediting the client, but I'm not thrilled with this hack. I'd love to link these together and allocated the payment to the invoice.

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