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Helen Jiang

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2 results found

  1. Disable signed progress note email notifications

    10 votes

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    1 comment  ·  TheraNest App » Messaging & Notifications  ·  Admin →
    Helen Jiang supported this idea  · 

  2. Charge saved payment method without entering CVV

    12 votes

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    10 comments  ·  TheraNest App » Billing & Payments  ·  Admin →
    Helen Jiang supported this idea  · 
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    Helen Jiang commented  · 

    We are having an issue where, if clients enter payment info on their end of the client portal, we as clinicians don't have that info saved and visible on our end.

    I can only use their card on file if I input it the info in myself. I have had clients complete session payments on their end, but that did not allow me to see or charge their card for future sessions.

    In other words, can you make uploaded payment info visible on both ends? When the client puts in their card info from their end of the account, can that be saved and accessible for me as the clinician to also see and use for future payments?

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