Client Portal Account Balance & Details
Clients with access to the Client Portal (https://myportal.icanotes.com/login) have the ability to view detailed account information directly in their portal account. This knowledge base article provides an overview of the account information available for Clients to view in the portal. For clients not yet setup with portal access, navigate to the Communications tab in their chart and click Activate Client Portal Access.
To view their account information, Clients can login to MentalHealthChart with their established credentials, and navigate to My Account.
In My Account, Clients will have access to see their Client Balance as well as Account Details. The details listed in this section are pulled from generating invoices, which sends charges and an updated client balance directly to the portal. Any notes without accompanying invoices generated will not display in the Client Portal. The invoice must be generated first.
Here, clients have an itemized snapshot of their recent encounters with the ability to sort and filter specific details, and download copies of invoices and/or superbills generated by the practice from the note. Details include:
- Encounter Date and time
- Service code w/ description
- Clinician who rendered the service
- Location (or Site) where the service took place
- Total Charge Amount
- Total Amount Paid
- Client Balance
- Total Balance
- Invoice
- Superbill
All details are pulled from the work areas of the note from which the invoice was generated. Using the three dot icon next to each header, Clients can sort or filter their account information accordingly, sorting balances from lowest to highest, or services from most recent to most aged.
Clicking either the Invoice or Superbill for each itemized claim will download a PDF copy of the requested document for the client's records. If not automatically prompted to select a destination folder, Clients should check their browser's default Downloads location. For those using Chrome, they should see downloads in the bottom left corner of the browser window.
Example of downloaded Superbill:
FAQs
You can find the Frequently Asked Questions (FAQs) on our Knowledge Base page.
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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.
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