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How to send payment links to Limited Access Clients

  • Updated

Limited Access Clients do not have a Tava Health account or access to Tava Health’s self-serve client tools. If you want to collect a payment method for billing, copays, or fees, you can send them a secure payment link directly from their client profile.

Secure payment link

The payment link opens a secure page where your client can:

  • Verify their identity using their last name and date of birth

  • Review and accept required consent

  • Enter a credit card

How to send the payment link

  1. Open the Limited Access Client’s profile.

  2. Look under the "Coverage" section on the right hand side for "Payment Link"

  3. Click on "Email to Client"

  4. Tava Health will send the secure link to the client to add their payment method directly.

 

Important notes

  • Clients must enter a matching last name and DOB to continue.

  • Limited Access Clients still do not create a Tava Health login

  • Links are valid for 24 hours. Additional links can be generated.

  • After the client authenticates, the session is time-limited and they may need to re-authenticate if they wait too long to complete it.

  • This is only available for Limited Access Clients. See how Full Access Clients can add their credit card, here.