In TiQ, providers have the ability to prompt clients to add a payment method directly through their portal upon login and make it a mandatory step to continue accessing the portal.

This guide will walk you through setting up this feature in your Practice and explain the available options:

Select Practice Manager from the Navigation Bar.

Navigate to the “Portal Settings” tab.

Here you will find different options to toggle based on your specific needs:

- Prompt Client to Enter Payment Card Info:
Enabling this toggle will generate an ‘Add Payment Card’ pop-up whenever a client logs into their portal, prompting them to enter a payment method.

Select Submit to save your changes.

This pop-up is optional, allowing clients to close it and continue accessing their portal as usual, with the option to add a payment method later.

- Payment Card Info Required:
Activating this toggle along with the Prompt Client to Enter Payment Card Info makes the ‘Add Payment Card’ pop-up mandatory. Clients must enter their payment details to proceed further in the portal.

Select Submit to save your changes.

NOTE: While clients must add a payment method to continue using the portal, they can still log out and enter the information at a later time.

- Disabling the Prompt Client to Enter Payment Card Info Toggle:
When this toggle is turned off, the ‘Add Payment Card’ pop-up is removed, and clients will no longer see it upon login.

NOTE: Having just the "Payment Card info Required" toggle active will not trigger the Add Payment pop up in the client’s portal.

Select Submit to save your changes.

Clients will be able to log in and access their portal as usual, with the ability to add payment information later.

NOTE: While clients can add a payment method on their portal, the updating or removal of a payment method can only be performed by a provider.

Click here for more information on how to remove a client’s payment method