Receipts - Client Payments

Do you or a client need to access and view or print a receipt for a payment made?

Read on to find out more about how this handy, easy feature works in the system automatically for you: saving both you and your client time!

Creating a Receipt

🎉 Good news! When a payment is processed, we automatically generate a receipt. There's no additional work for you or your staff.

As soon as you complete the payment, it will be immediately visible to you, other staff members, as well as clients (via the portal).

To access go to:

group Clients (left menu)
Click on the client, bringing you to their profile
Click Billing (top tab):

You'll then be presented with this screen, showing the client payment:

Viewing, Printing, or Saving a Receipt

To view a receipt, from the screenshot above click on either the date or line item (Client Payment)
That will bring you to this screen below, where you can view payment details:

Clicking (top right) will open a new tab with the receipt as a PDF.

From here, you have two options:

download Download & save as a PDF to your local device
print Or print the receipt

Enable Client Portal Settings for Billing

Note: You must first enable billing permissions in order for clients to view Receipts, or any other accounting related things like statements and superbills.

Follow the steps below to ensure that's enabled:

Click your name (top right menu)
Click
Click the Client Portal tab
Ensure "Allow clients to view their accounts and receive statements? " is set to Yes
If not:

Click the button
Change the above option to Yes and click

Client Portal View: Print Receipt

Clients can sign into the same portal link you do!

Client login options:

open_in_new https://portal.therapyappointment.com
Clients can also visit our main website and click (top right) on any screen:

Once signed in:

Click attach_money Billing (left menu) here:

From there, clients will be presented to a similar billing screen as your own:

Click on the date or line item Client Payment to bring you to the payment details page (shown above)
Then click (top right, shown below)

This will open a new tab with the receipt as a PDF

Here you have two options:

description

Download / Save the PDF

This would save the PDF to your local device. This gives you options like sharing this receipt with others securely like via HIPAA compliant email (like ours!) or other options.

Note: this file contains PHI. Once any of this data is downloaded to your local device, TherapyAppointment is no longer liable for its security. You must maintain the proper security over the downloaded data yourself, in line with HIPAA and HITECH regulations concerning the electronic storage of Protected Health Information.

We also recommend securely erasing delete any files with PHI in them immediately when you're done with them, and instead securely keep them within our system for future reference!

Print the receipt

This will load your browsers normal printing function.

Configure if needed and print as you normally would any other document easily!

Example in Google Chrome:

Questions about other browsers? If unsure, please consult their documentation on the PDF / printing feature.

Common Questions:

Can I send the client a receipt via email?

The short answer is no for client privacy and security. For those reasons, we've opted to not build this feature in accordance to our understanding of HIPAA. Email is risky, so we don't send receipts that way. We keep everything contained within our HIPAA compliant system, so client data and privacy is secure. The only way to access a receipt for the client is to sign in to the client portal with the above steps.

Are receipts automatic?

Yes! As long as you processed the payment, the payment and automatically generated receipt is immediately available to your client. The client just needs to sign into the portal and use the above steps to access.