This has been requested for 9 years and has not been addressed. I hope TheraNest makes it a priority. We are consistently the "bad guys" for bugging clients about cards.

Make it required that client's place a credit card on file when completing intake paperwork for the paperwork to populate and be complete.

Require clients have a credit cards

Allow me to require clients to add/ maintain a card on file when they create a client portal/ submit client consents and other forms.

Have a button where we can turn on that credit cards are a required part of the intake packet. This would reduce no-shows where we can't collect for the appointments in cash pay practices. The information can currently be optionally filled out, but not required.

I am a provider that is approved to accept payment in TheraNest. I would like it to be required for my patient to store a credit card on file to ensure that I am getting payment for my sessions. Other EHR systems have this functionality.

Dear Theranest, I tryuthfully find it ridiculous that this initial suggestion was made 5 YEARS ago and still hasnt been fixed. My work around on this is requiring a custom form that I created to be filled out at intake time so that I can place their card on file myself. I will not see a client without this becuase I do all telehealth and there is no way to collect payment otherwise if they no show, etc.

TheraNest, please fix this. The work around solution we have requires us to retain a paper copy of our client's credit card information, which is completely against PCI Compliance. We have clients that are on subsidized grant pay. Some pay $0 for copays, visits, etc. so we never run a credit card for payment. However, we require a credit card on file to charge if the client late cancels or no-shows. We need a way to enter and store e a client credit card in TheraNest when making an appointment for them.

I would like to be able to require my self pay clients to pay for their appointment before they are able to make an appointment in the portal.

It would be helpful to be able to require a deposit be paid to schedule appointments within the Client Portal.

Would it be possible for making a form such as credit card charge authorization mandatory or in another words the client is not allowed to move on with doing paper work for intake unless that finish the credit card form? That would save a lot of headache with people not showing up for an appointment and not paying for it since I did not have the credit card on file and sometimes I do not have time to call every person and verify all that. If the patient does not have enough consideration for calling to cancel the appointment I would like to have that choice.

Agreed. I would like the option of requiring client's enter a CC number when inputting their info in the client portal and/or for scheduling an appointment.

Agreed. I would like the option of requiring client's enter a CC number when inputting their info in the client portal and/or for scheduling an appointment.

This is something our practice now does, however we place this in the INTAKE forms that a client signs prior to coming in. We have a custom form that we created and also conferred with our lawyer as to the legal rights we have for billing etc etc.. (each state has different laws) but you can make this quick and easy and a requirement for the intake portion of your forms. Make sure if you do so you have your form explain why you require a CC and also details on how / when a client is charged.

Is it possible to make a credit card required when client's are registering for intake or appointments?