The Client Portal lets you view your billing documents and payment history online. You can also make easy, secure payments through the portal if your clinician offers online payments.
In this guide, we’ll cover:
- Entering your card information
- Making payments
- Using Link as a payment method
- Viewing your billing documents
- Viewing your payment history
Entering your card information
To pay for your appointments through the Client Portal, you’ll need to have a credit or debit card on file. If your clinician has requested this information, you'll see a Credit card information form among your intake paperwork. To complete this form:
- Log in to the Client Portal
- Navigate to the Documents tab
- Select the Credit card information form
- Enter your card details
- Click Save Credit Card
Note: Your card won't be charged when you submit this form. To learn more about completing documents in the Client Portal, see Signing documents and forms.
You can also add a new card at any time. This card will be stored in the Client Portal for you to use when making future payments. To add a new card:
- Navigate to Billing & Payments > Payment Methods
- Click + New Card
- When entering a new card, you can choose to make it your default card going forward
- Click Save
Note: If you’re enrolled in AutoPay, the default card will be charged your full balance overnight after a new invoice is created. Please reach out to your clinician to confirm if you’re enrolled in AutoPay.
If you have multiple saved cards, you can change the default card in the Payment Methods section.
Note: While you can add new cards in the Client Portal, you can't edit or remove cards on file. To make these changes, please reach out to your clinician directly.
Making payments
After adding a card, you can make payments directly from the Client Portal. You can select your total balance or individual invoices when adding a payment. For both options, you can pay the full amount or add a partial payment.
To view and pay your total balance:
- Navigate to Billing & Payments
- Click Pay Now
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- Leave your total account balance selected if you’d like to pay the full amount
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Select Other amount if you’d like to pay a portion of your total balance
- If paying a portion of your total balance, the amount will go toward your oldest invoices
Note: You'll only have the option to Pay Now in the Client Portal if your clinician has online payments set up.
To pay an individual invoice:
- Navigate to Billing & Payments > Billing Documents
- Select an unpaid invoice
- Click Pay Now
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Confirm the amount you'd like to pay
- Leave the invoice selected if you’d like to pay it in full
- Click Other amount and enter a custom amount to pay a portion of the invoice
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Select the card you'd like to use
- While your default card will be selected automatically, you can choose which saved card will be charged
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To add a new card when making a payment, click +Add Card
- You’ll have the option to save the new card for future payments and/or make it your default option going forward
- Click Pay
Using Link as a payment method
Link by Stripe is a digital wallet that allows you to quickly and securely make payments in the Client Portal. To use Link as a payment method:
- Click Add Payment
- Select Pay with Link
- Enter your email address
- If you’ve previously used Link as a payment method on another Link-supported website or the Client Portal, you’ll receive a verification code
- Click Send code to email instead if you’d like to receive this code over email instead of by text
- Enter the verification code and click Pay $(amount)
If this is your first time using Link:
- Click Add Payment
- Select Pay with Link
- Enter your email address and phone number
- Click Continue to payment
- Enter the card information you want associated with your Link account
- The card information will be saved for 90 days, during which time you won’t be required to enter a verification code when adding Link payments
- Click Pay $(amount)
These will appear as Link payments in your payment history.
Viewing your billing documents
You can view your billing documents under Billing & Payments > Billing Documents.
In addition to invoices, you'll see any statements and superbills your clinician has shared with you.
Note: To learn about each type of billing document, see Understanding invoices, statements, and superbills.
If you'd like to download or print a billing document:
- Select the billing document
- Choose Download or Print
Viewing your payment history
You can view your entire payment history in the Client Portal. To do this, navigate to Billing & Payments > Payment History.
Here, you’ll see a record of all invoices and payments within the selected date range. You can adjust this date range as needed: