How to send CC form to parent

Answered

Follow

Michael Coulter

• May 17, 2020 00:12

Hello all! I'm a very new SimplePractice user and a very new therapist as well. I'm still getting SP set up and it seems to be going well. I have one client so far and he's a 25-year-old man. His mother is paying for his sessions. Is there a way for me to send her the credit card form directly and have it still linked to his account? He's signed an ROI for her. 

 

Thank you!

 

Mike

0

• 

  Ruth

  • August 05, 2020 23:59

  Hi Michael - I'm happy to answer your question; however, the fastest way to get help from our Customer Success Group, is by submitting a Help Request with them. You can do this from your SimplePractice account by clicking on the "?" icon to the bottom right > Get Help > Ask Question > Email. You can also click here to submit a Help Request: SimplePractice Help Request Form.

  To answer your question, you'll want to add your client's mother as a Contact and make her "Responsible for Billing." If you enable Client Portal access for the mother, you'll be able to share the Credit Card Information Form with her directly and she'll be able to make payments for her son through her own separate Client Portal login. Here is more information on this: Enhanced Client Management for third party billing 

  Thank you for your patience! 

  0

  Comment actions Permalink

Please sign in to leave a comment.