How to add credit card (CC) information

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The Support Agent can add credit card information in Therapynotes (TN) while on the phone with the client.   Follow the steps below to add a credit card:

  1. Go to the client's file in TN.
  2. Click on the Billing Settings tab.
  3. Click Edit under the Saved Credit / Debit Card section.
  4. Click Add Card.
  5. Enter all the credit card details and Save.
  6. Click Save Changes on the lower left of the Billing Settings page
  7. In the AutoPay Payment Method dropdown, in the Payment Setting section, select the CC you just added, then Save Changes again.

IMPORTANT: Adding the new CC to the AutoPay payment field will automatically charge it for any outstanding balance.  If the Support Agent does not want to charge the full outstanding balance, don't put the CC in this field and reach out to Dusty to have her make a partial payment.

Note:  The client can also add CC info in the Client Portal at their convenience by completing the Payment Authorization form.  This will securely store their CC on file for future use.  If they don't want to 'store' their card on file, they can make one-time payments for any balance in the Client Portal >> Billing page.