How Client’s Can Make a Payment Through their Patient Portal
Once the client logs onto their portal, click the My Account link from the left-hand side. On the My Account page, click the Make a Payment icon. Enter the Payment […]
How to Process Client Credit Card Payments
Click the Search icon. Type ‘Reception’ into the search bar. Click to select Reception/Front Desk (My Office). The Reception/Front Desk screen will open. In the list, locate the desired client […]
How to Document a Payment from a Client (Cash or Check)
Click the Search icon. Type Payments/Adjustments in the Search Bar Click to select Payments/Adjustments (My Office). Click the Client button to search for a client. In the Client Search pop-up […]