Ask Scheduling or Billing

"Ask Scheduling" or "Ask Billing" areoptions within client portal that easily allows messaging directly to designated staff within your practice.

Pro Tip: Your practice can use this feature to route questions to the right support staff member!
  • Have a dedicated staff department for scheduling?
  • Have a biller or two on hand to address those questions?
Avoid any unnecessary delays in addressing their question with our free secure HIPAA Compliant Messaging.

Set Up

Required role: Owner, Manager, Biller or Scheduler

To edit your own settings:

  • From any screen click your name (top right):


  • From the popup, underneath your name and practice click
  • You'll then see your profile:

Are you an Owner or Manager?

You'll also notice an additional ribbon near the top, allowing you to quickly switch between other staff member profiles. Click the dropdown shown here:


  • Scroll and find the General Settings section
  • Click edit (top right):

  • Change Handles scheduling and/or billing inquires for the practice from no to yes
  • Then click (bottom right)
🎉 Congratulations! You've now enabled this setting and will receive messages for scheduling or billing questions.

info Things to be aware of:

  • If your practice has more than 1 staff member enabled to handle scheduling or billing questions, they will all be included in a group message
  • Clients can optionally remove any additional staff they do not wish to include in the message with the x beside their name
  • If a client sends a message to multiple staff members, both staff and clients can reply to it

From the Client View

Once enabled, those staff members will then get sent a message whenever a client uses the ask scheduling/billing feature.


Steps:

  • Once signed in, clients would go to the right menu under the section Have a Question?


  • Pick the applicable option (scheduler, biller, or therapist)
  • We then load a message with staff automatically added

Example:

  • Compose the message and click when finished

movie Video:

Related Article: HIPAA Compliant Messaging