Manage Saved Payment Methods (My Clients Plus 3.0)

  Permissions: You must have Billing Permissions.

You can add and remove saved payment methods for your patients in the Bill To & Insurance Info section of their Client Profile.

My Clients Plus processes payments using two different secure payment processors: Vantage, and Therapy Brands Pay with Stripe. The steps to manage your clients' saved payment methods in My Clients Plus depend on your payment processor.

How do I know which payment processor My Clients Plus uses for my practice?

Depending on which payment processor your practice is using, click the appropriate tab below to learn how to manage your clients' saved payment methods in My Clients Plus.

NOTE: For payment-related questions, please contact the payments team at 844-311-2570 or [e-mail].

Manage Saved Payment Methods: Therapy Brands Pay & Stripe

You can add and remove saved payment methods for your patients in the Bill To & Insurance Info section of their Client Profile.

Jump to Section: [Add a Saved Payment Method] [Remove a Saved Payment Method]

Add a Saved Payment Method

1. Click on the Clients tab in the menu bar and locate the appropriate client.
2. Click on the Client Name to open their Client Profile.
3. Click on the the Bill To & Insurance Info tab.
4. Click the Manage Payment Methods button.
   
5. Click Add Payment Method.
   
   
   
6. Enter a Name for This Payment Method.
   

   NOTE: The name your enter for the payment method displays in the Saved Payment Methods list.

7. Click Submit.
   
8. The new payment method and displays in the Saved Payment Methods list.
   

   NOTE: Click Set as Default to set that payment method as the patient's default payment method.

   

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Remove a Saved Payment Method

1. Click on the Clients tab in the menu bar and locate the appropriate client.
2. Click on the Client Name to open their Client Profile.
3. Click on the the Bill To & Insurance Info tab.
4. Click the Manage Payment Methods button.
   
   
   
5. Click the red Remove button to remove a payment method.
   

Manage Saved Payment Methods: Vantage

If you are enrolled in Credit Card Processing with My Clients Plus, you can add/store credit cards for Client in the Client's Bill To & Insurance Info tab.

You can choose to store a Client's Credit Card details during the Client's first transaction, OR you can manually store details.

Jump tp Section: [Add Credit Card to My Clients Plus] [Process Credit Card Payments] [Remove Client's Stored Credit Card]

Add Client Credit Card to My Clients Plus

1. Locate Client and open Client Profile.
2. Click Bill To & Insurance Info tab.
3. Click Add Credit Card button.
   
   
   
4. Click Enter Card Details.

   IMPORTANT: If you are adding another Credit Card to My Clients Plus, type over previous card numbers entered. The original card will not be lost.
   

5. Manually add Client's Credit Card information OR select Scan from USB Card Reader and swipe the card.
6. Ensure the Save Payment Details for Later Use is marked.
7. Click Save.
   

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Process Credit Card Payments

After a Credit Card has been stored in My Clients Plus for a Client, when you process payment, you will only need to enter the following:

• Enter the Credit Card CVV Code. The CVV Number is the 3 or 4 digit number located on the back or front of the card. 
• Enter the billing zip code.

If there are multiple cards on file for a Client, the default card stored will be indicated by a default icon.

NOTE: Deleting a default card makes the next stored Credit Card (if one exists) the new default and will be indicated by the default icon.

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Remove Client's Stored Credit Card

1. Locate Client and open Client Profile.
2. Click Bill To & Insurance Info in side menu. 
3. Click X to remove appropriate cards.
4. Confirm deletion.
5. Click Save Billing Info.