Client Payments: Credit Card Authorization Form
First, you will want to make sure your account is setup for online payments under Billing Settings > Online Payments. If not setup, follow the steps to integrate your Sessions Health account with a Stripe account. Stripe is the credit card processing company we use to process online payments for you.
Once your account is setup for Online Payments, you can collect a client's credit card, get authorization for use, and perform transactions all within Sessions Health.
Now, add the system form to your forms list. If you navigate to Forms and Documents > System Forms under Intake, you'll see the Credit Card Authorization form.
If credit card payments are your primary form of collection, we suggest going to Account Settings > Portal, scrolling to Intake and check the box next to the Credit Card Authorization form you just added. This make the Credit Card Authorization form a default form when you invite a client or billing contact to the portal.
Sending the Credit Card Authorization form
To send the Credit Card Authorization form to a client, go to the client's Portal tab and click the Manage Documentation button under the Requested and Shared Documents section. In the popup, check the box next to Credit Card Authorization and click Continue. You'll then be able to email the client to notify them of the new form for them to fill out.
Once the client has added a credit card and signed the form, you'll be notified. You may go to Clients > [Client Name] > Billing > Settings and scroll down to Online Payment Methods section to view the credit card. At that point, you can collect any payments using the card on file.
Re-sending a credit card authorization form
If your client needs to update their credit card, you may re-send the credit card authorization form. To do this, go to the Clients > [Client Name] > Portal tab and click the Manage Documentation button. Scroll down the the Intake section and check the box next to your Credit Card Authorization form and click the Save button.
