Overview

In order to offer Client Portal credit card payment processing, the clinic must complete the following steps.

1. Set up your credit card payment merchant with WorldPay and use credit card processing within Therabill.
2. Contact WebPT Support to turn on the Client Portal.
3. Ensure the client’s statement is printed as Invoice w/Remit or Print as Invoice (please note: if the patient has a responsible party, the portal should be set up with the Responsible Party's information, so that they access and make online payments).
4. Activate the client portal for each user following the steps outlined here: Activating the Client Portal for Your Clients.

Making a Payment Through the Client Portal

While making a payment through the Client Portal is viewable by your patients, there may be instances where you will need to troubleshoot the process for them. In the section below, you will learn about the patient experience and the steps required for them to make a payment on an existing balance.

A PDF of these instructions is attached at the end of the document for client distribution.

1. Log into the application by going to https://app.therabill.com/login/ and entering the username and password.
2. Click on the Filing tab. In the Invoices section, review statement balance. Record the balance due for reference later.                             

3. Click on the Account tab and select Make Payment. 

4. In the pop-up window, enter the Card Holder Information and Payment amount. Input Credit Card information, then click Process Transaction to complete the payment.

5. The clinic will receive an email that states "CLIENT NAME has posted a credit card payment (Auth #: 051016) using the Therabill patient portal.  This payment has been entered as an unassigned payment to the client."