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Log in to your Client Portal
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Click the Billing section on the left side of the screen
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Select a single invoice OR select multiple invoices by clicking the in-line checkboxes
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IF you wish to make a partial payment, enter a new number into the invoices provided amount box
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Confirm the total payment and click Continue
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Select an existing OR add a new payment method for your payment
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Click Continue, verify your payment information, and click Confirm
Completing a Client Request on Canopy
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Log in to your Client Portal
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Click on the To-Do list on the left side of the screen
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Select Client Request from your To-do list
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Review any notes OR instructions provided by your practitioner
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Respond to your practitioner in the Add a comment field
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Click the Paperclip icon to upload any necessary files
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Click Send to post your response to your practitioner
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After completing your client request, please check the Mark as complete box
If you have any further questions regarding Canopy, feel free to give us a call. We thank you for your compliance, and look forward to continue working together!
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