Skip to main content

My client reports she can't get into client portal via invoice

Comments

3 comments

  • Ruth

    Hi Bonnie, go to your client's file > Edit > Billing and Insurance, then select the option to "Send email with Client Portal link" and check the box to "Notify client when Invoices are available." Also navigate to the Client Portal tab and check the boxes to "Access Billing Documents" and "Pay a balance with credit card using Stripe." Then your client should be able to login to the Client Portal and pay for the invoice from there. Here's a screenshot:

     

    Comment actions Permalink
  • Peter D. Covert

    I was not able to see a client today, because they stated that the session link stated it had expired or was invalid.  The date and time was correct,  I deleted and reinstated the appointment several times.  The same message of expired or invalid came to the client with the link every time.  What can I do?

     

    Comment actions Permalink
  • Ruth

    Hi Peter, did your client click on an old appointment link? Were they trying to click on the link after the end time of the appointment had passed? If so, that would explain why they were getting this message. If not, please reach out to our Technical Team so they can look into your Telehealth call logs. You can contact them by submitting an email Help Request.

    Comment actions Permalink

Please sign in to leave a comment.