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Client portal

Jill Benson 2 months ago in Client Portal • updated by Jana 2 months ago • 1

Does anyone know if clients with an active client portal can log in and make payments via their phone?  A therapist asked and stated when her client logged in, he could only see statements.  Thanks.

Jana 2 months ago

You could check your portal settings as there are specific settings for Payments and Allow clients to make payments via client portal.

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