Finix Dashboard

Your Finix dashboard provides opportunities for some transaction tasks that take place outside of

collecting client payments through TherapyAppointment.

We have a quick rundown of the Finix dashboard as a PDF you can view, download, bookmark, or print here:
link Navigating your Finix Dashboard - The Basics

In this Article:

Request access to your Finix Dashboard

Required Role: Owner or Manager

Overview of the process:

check_circle Once you've been approved with your Finix account:

TherapyAppointment will send an email invitation to the Practice Owner to set up their Finix username & password.

Once logged into the Finix Portal, Practice Owners may grant additional staff members access and set up permission levels which we will discuss below.

Read on for the steps to set up your Finix Dashboard account.


To access:

  • On any screen click (top right)
  • Then click Billing & Ins (top tab)
  • Find the section Payment Processing near the bottom shown below
  • On the top line, click the far right button


The request will be forwarded to TherapyAppointment’s support team, who will issue an mail email invitation to the practice owner.

Note: This email will come from mail notifications@payments-dashboard.com

Don't see the email?

Please check your spam or trash folders, as well as manually search the above email address. Continue to have issues? Reach out to your email service provider with the above email address and details like approximate time sent to troubleshoot with them.

Email preview:

Click to see a larger version

  • Click the link and enter a password, your username will be your email address
  • Once a password is created, you can bookmark and/or access the Finix Portal Dashboard

🎉 Congratulations! You've created your owner account within the Finix dashboard

Access your Finix Dashboard

Required Role: Owner or Manager
If you're not an owner or manager, you can access & bookmark the Finix Dashboard by clicking here.
  • On any screen click (top right)
  • Then click Billing & Ins (top tab)
  • Find the section Payment Processing near the bottom shown below
  • On the top line, click Go to the Finix Portal


  • Once signed in, you will be in your Finix dashboard:
Click to see a larger version
Tip: Need to add additional users? Jump to these steps.

Left menu options:

Take a Payment

WARNING: The Finix Dashboard should not be used to collect client payments. Client payments should always be collected within TherapyAppointment to ensure the payment is credited to the client’s account.

ON RARE OCCASIONS you may need to take a virtual debit or credit card payment from an insurance company: This would be an appropriate situation to use the Take Payment option in the Finix Dashboard.

Transactions

Transaction options are viewable upon expansion within the menu:

Below are the left menu options. Click on any option listed below to take you straight to that section:

Transaction Insights

This is a high level overview or reports of transactions.

  • This also includes reports for other overviews, note the top tabs:
    • Payments, Authorizations, Refunds, Disputes, and ACH Returns

Payments

  • This option lists individual payments to review (options: filters & export)
Click to see a larger version

In Payments:

  • You can see any transaction payment attempts:
    • Succeeded, failed/declined, pending, canceled, etc.
  • Click any transaction attempt to reveal more details on the right panel
    • Example showing a failed or declined transaction:
Click to see a larger version

Authorizations

This lists temporary holds on cards verifying the availability of funds to complete transactions

Refunds

This is a report of all refunds made (options: filters & export)

Click to see a larger version

Disputes

  • Also known as chargebacks, these list any charges a buyer protests with their bank

ACH Returns

ACH processing is not supported, thus you will not see transactions in this section.

Payouts

  • Settlements → This lists the batches of all the transactions, refunds, and adjustment transfers that have been processed (options: filters & export)
Click to see a larger version

  • Deposits → This lists the payouts sent to your bank account, the merchant (options: filters & export)
Click to see a larger version

Exports

Want a copy of your data, or for more custom reports? We have you covered!

  • Once you generate an export (top right button) of a report and it's completed, use the 'Download' link on the right
  • The file will then be downloaded to your local device
Click to see a larger version
Note: once any of this data is downloaded to your local device, TherapyAppointment & Finix is no longer responsible for its security outside the system. 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.

Settings (bottom left)

This allows for editing of user profile details or company settings.

Below are the top tab options. Click on any option listed below to take you straight to that section:

Settings: Company

To access:

  • Click on Settings (bottom left) to expand the option
  • Click on Company

Here you're also presented with your company overview page, giving you a few navigation options at the top.

Below are the top tab options. Click on any option listed below to take you straight to that section:

Team

This area allows you to manage your company users and even custom roles.


Members:

  • Lists your company users and some information
  • Click the far right button with 3 dots more_vert to perform the following:
    • Resend the email invite for the dashboard
    • Edit the role of the team member
    • Deactivate the team member

Click on any option listed below to take you straight to that section:

Add a Staff Member

Required Finix Portal Role: Administrator or User Management Admin

If you need to add another staff member, you can do so by going to:

  • Click settings Settings (bottom left menu) to reveal the options
  • Click Company
Click to see a larger version

  • Click Team (top tab)
  • Then click shown below:
Click to see a larger version

  • On the next page you're asked for your staff member's email
  • You also need to define what role they have below
    • Click any role line to expand for an explanation of what access they have
  • Once added, that team member will get an email asking them to set up their account
Note: This email will come from notifications@payments-dashboard.com

Don't see the email?

Please check your spam or trash folders. Continue to have issues? Reach out to your email service provider with the above email address and details like approximate time sent to troubleshoot with them.

Email preview:

Click to see a larger version
  • They'd then click the link and enter a password
  • Their username will be their email address
  • You can bookmark and/or access the Finix Portal Dashboard here (external link)

Manage Staff Accounts

TherapyAppointment allows you complete control to manage your staff access to the Finix dashboard, namely resending the invite email, editing roles, or deactivating their account.

  • Click settings Settings (bottom left menu) to reveal the options
  • Click Company
  • Click Team (top tab)
  • On the far right column, click the button more_vert
  • Select any applicable action from the following popup:
    • Resend the dashboard invite email
    • Edit the team member role
    • Deactivate the team member
Click to see a larger version

Roles:

This is another tab under the Team top tab, allowing you further customization of roles in the Finix dashboard for your company.

  • Create a custom role set for your group by clicking (top right)
  • To the far right of any role, click the 3 dots more_vert to duplicate, edit, or delete the role

View your Payment Instructions (bank account)

Here you can add or edit your bank account on file, where the funds are deposited.

For your convenience, we support connecting your bank account with Plaid which is encrypted and securely verifies & connects with most major banks, or you can also manually enter your bank account details.

View your PCI compliance documents

Note: You won't need to access this to sign your PCI compliance documents.

We make PCI compliance easy, allowing you to sign active documents within your TherapyAppointment Home screen (top right if it's upcoming).


Need to review a previously submitted PCI compliance document?

No sweat! 🏖️

  • Click settings Settings (bottom left menu) to reveal the options
  • Click Company
  • Click Compliance (top tab)
  • We list completed PCI compliance documents here


  • Click within the row to load the details, including a link to the unsigned and signed PDF copies
  • Includes filters (top left) and an export option (top right)

Files (view or upload)

Info: the Files tab also has both unsigned and signed compliance files, alongside anything else either shared with you by Finix or uploaded by a dashboard user with access.
  • Click (top right) to upload a document visible to the team


  • Click on any row to reveal the file and details:
  • Download using the top black banner (top right) download button *

* Example in Google Chrome below:

Settings: Profile

Here you can review or edit your name, as well as change your password.

To access:

  • Click Company (bottom left)
  • Once expanded, click User to bring you to your profile

Another tab on top Permissions allows you to view what permissions you have in the system.