Please research and choose the payment processor that is right for your practice. Clocktree will not add additional processing fees, but will serve as a convenient conduit for invoicing and billing your clients from your Clocktree account.
Please note: To use Stripe you must check ‘enable unsafe processing’ in your Stripe account. Clocktree secures your clients’ credit cards information in the same way we protect all HIPAA data
Add payment processor to Clocktree account
This requires Admin authority on your Clocktree account.
Log in and switch to Admin role
Click on Billing tab
Click on Setup
In the Payment Processors section, add a description (for internal use only)
Select your payment processor from the Processor Type pulldown menu
Complete the rest of the fields with the required info from your payment processor account
The final setup step on this page is to select your Sales Tax calculation requirements.
Enable the Client Billing service
Only Admins on your Clocktree practice can enable this service and assign billing capability to colleagues who will handle online billing for your practice.
Log in and switch to your Admin role
Click the Services tab
Find the service called Client Billing and click the Edit Service button
Click the Assign Providers line and check all colleagues who will create client invoices
Click the Enable Service line and toggle the service to on/green
Any provider assigned to the Client Billing service can create an invoice. Your client will receive an alert, letting them know they have an invoice, but they will need to log into their Clocktree account to see the invoice and pay with their credit card.
Log in to Clocktree and stay in your Provider role
Click the Clients tab
Click the client’s name to access their profile
Click the Billing tab within their profile
Click the Create Invoice button
Enter a description, which the client will see, and the invoice amount
Click Send Invoice
Admins can access a view of all invoices sent from the practice by clicking the Billing tab. Providers can access invoices sent to individual clients via the Clients tab. In both places, you can see the date, amount and status of an invoice.
To access the invoice, click on the dollar amount. You have the ability to refund a paid invoice. You can forgive, void, or record payment for an unpaid invoice.
If you have any questions or need assistance setting up Client Billing on your Clocktree account, our Customer Care team can help at email@example.com or 302-990-8935.
One of the benefits of Clocktree telehealth is that it’s portable! Providers and Clients can connect for a video appointment from just about anywhere using a mobile device. You can use Clocktree on both Android and iOS devices, but this blog post is specifically for iPhone and iPad users.
Use Safari Browser
There is no special software or app to download. Simply log into your Clocktree account via Safari browser, just like you would on a computer.
Add the Clocktree icon to your home screen For quick access to your Clocktree account, you can add a Clocktree icon to your home screen. Here are steps to do this:
Visit Clocktree.com using Safari
Click the “Share” icon at the bottom of your browser (see below left)
Click the “Add to Home Screen” icon (see below right)
No 3-party video calls One limitation when using an iPhone or iPad for Clocktree telehealth sessions is that it doesn’t accomodate video calls with more than 2 people. For family or group sessions, it’s best to use a computer if you need to see all parties. But for standard sessions between two people, it’s a great alternative.
Use WiFi when possible It’s important to get the strongest internet signal possible for a high quality Clocktree video call. Typically this means connecting your iPhone/iPad via WiFi instead of the 4G or LTE data signal.
Clocktree offers a HIPAA compliant, secure place for a practice to add notes to a client’s profile. There is a free-form notes field on every client profile, with the ability to assign different access levels for each note.
These profile notes are different than adding a note in the chat session of a video appointment, which are always visible to the client and can be accessed via the appointment history.
To add a client profile note, go to your Clients tab and click the client’s name. There you will see different sections for Info, Appointments, Messages, Notes and Documents. Click the Notes tab, then the +Add button.
Next select the type of note, depending on who should have access to that note.
Type your note and click Save. Saving a note to a client profile is permanent and the note cannot be edited or deleted, so please make sure you’ve selected the proper type of note before clicking Save.
Because these notes are a free-form field, they can be used for anything such as therapy session notes, insurance information, allergies, or medical history.
If you have questions about Client Profile Notes or anything else related to Clocktree, please give our Customer Care team a call at 302-990-8935 or email us at firstname.lastname@example.org. We’d love to hear from you!