Clients will occasionally contact you as their provider to update their payment or insurance information. However, you cannot assist with this task, and the client must update this information in their Client Portal.
Recommended response
Hi {Client Name},
Thank you for reaching out. To update your payment or insurance information, please:
Log into your client portal here.
Select the Account option from the sidebar.
Update the desired information under the My Coverage or Billing Information tabs and Save.
That's it! Your new information will be used from now on. If you encounter any problems updating your payment or insurance information, please check out this help guide or contact billing+client@growtherapy.com, and someone can assist you.
Best,
{Provider Name}
{Practice Name}
Additional resources
Clients can log in to their Client Portal here.
If you or the client have any questions about updating billing or insurance information, please contact billing+client@growtherapy.com.