Overview

This feature is available for customers who have signed up to use the online payments feature through our partner, Nexio. Learn more about this feature and get started here: https://nex.io/partnerships/icanotesplus-lp/  

If you have yet to set up your services codes and associated billing rates, this guide will walk you through how to do so.

An invoice must be generated from the note to generate an entry in the My Account section of the client portal.

Generating an Invoice

From the work area of your note, navigate to the final tab to enter the Service Codes for the session. 

The Service Code window will appear. Select your code from the menu. The billing rate will populate automatically if you've associated a rate with the code you selected. Click Generate Invoice once a service code and charge amount have been selected. 

You'll receive a prompt notifying you the invoice has been generated.

You will have the options to View Invoice, View Superbill, Request Payment or Close. When ready, select Close to return to the work areas of your note. Your invoice has been generated and will appear in the client portal. The client may now make a payment via the portal.

If you've already finished your note and the note contains a service code and billing rate, you may generate an invoice from the Compiled Note page. Use the Generate Invoice button above the note to do so.

If you attempt to generate an invoice from the Compiled Note page but a service code is missing from your note, you will receive an error prompting you to enter the Work Area and document a service code and billing rate. 

You will receive a notification when the client makes a payment attempt as well as when the payment is successfully processed.

Click the bell icon to review the notification.

The client's Account Ledger, located in the Billing tab of the client's chart, will update automatically as soon as the payment is processed.

Making a Payment (Client's Perspective)

The client will log into their portal at mentalhealthchart.com and navigate to My Account. 

A Pay Now button is visible next to their total balance at the top. They can expand Account Details to view more information.

Selecting Pay Now will prompt them to enter the amount they wish to pay. The total balance is checked by default but they may enter an other amount, if needed.

They will be prompted to input their payment information after selecting Continue.

They will have the option to allow the practice to save the card on file and to set this card as their default card on file. After clicking Review Payment, they will be given an opportunity to review the payment details before submitting.

Once submitted they'll see a confirmation page and the option to print a receipt. 

Note: Cancel will bring them back to their My Account page in the client portal.

Save Card on File (Client's Perspective)

The save card on file feature helps to reduce payment abandonment and human errors when entering credit card information. This also provides the client with a better experience when paying their open balance.

When a client pays their balance they are presented with the opportunity to save their card on file with the practice. They may also save the card entered as their default card.

Client's will also have the ability to review, add, remove and edit their cards on file from the My Account section of their portal. To do so, they will expand the Credit/Debit Cards on File section.

The first payment method added will be set as the default payment method.

They may use the Delete option to remove a card on file. To add a new card, they will use the + Add Credit/Debit Card option.

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Need additional assistance?

Phone: 443-203-5857 

Text: 866-301-0085

Email: ticket@icanotes.com

Chat: http://app.icanotes.com 

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Proprietary Notice Information: This article is provided for informational purposes only, and the information herein is subject to change without notice. While every effort has been made to ensure that the information contained within this article is accurate, ICANotes cannot and does not accept any type of liability for errors in, or omissions arising from the use of this information.