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[Music] today were going to learn how to use the payment authorization form in therapy notes the payment authorization form allows you to collect a patients credit or debit card information as well as the authorization to charge it before the patients first appointment before we get started make sure you have enabled your client portal and the credit card processing feature in your therapy notes account if youd like directions on how to do either please visit our help center to begin click the library tab at the top of the page once inside the document library click on the payment authorization form this will show you what the form will look like when its received by a patient if you would like to change the text within the acknowledgement field click edit then add the text you would like to include once the form is to your liking click save changes when you are ready to send the form to a patient go to patients then select the patient next click on the patients portal tab in thi
