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  1. Allow Full Credit Information to be entered by client in Client Portal registration

    Currently clients have the option of adding partial credit card information (no CVV) in the client portal when registering/completing intake paperwork. I'm hearing with Simple Practice, that client's can be required to enter full cc information (so that it could be charged for a no show) before coming for their first appointment. This feature would save so much time and effort up front so we are dealing with completing full credit card info. in the first session.

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    5 comments  ·  Clients & Groups  ·  Admin →
    Declined  ·  Kayla MacNeil responded

    We cannot store the CVV code prior to charging the client’s cards for the first time – this would be a violation of PCI-Compliance. The storage of a CVV is not allowed by the Card Brands or by the Payment Card Industry Data Security Standards (PCI, DSS or PCI). Storage is not allowed in any format (electronically, encrypted, on paper, etc.). We apologize for any inconvenience this causes.

    https://help.theranest.com/credit-card-processing/cvv-field-missing-when-storing-credit-cards-in-theranest

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