video1.0<iframe src="https://www.loom.com/embed/272aaf8c350d40b6a15bd837f347eb39" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/272aaf8c350d40b6a15bd837f347eb39-5b18684a676df680.gif418.624In this video, I provide a quick overview of how to ensure a payer is set up to access their payer portal. I explain that if an email is attached to their profile and the delivery method is set to email, they will receive a link to log in automatically once a statement is issued. I also walk through what the payer can see in their portal, including payment options, transaction history, and the ability to update payment information. Additionally, I mention that if the payer is also marked as the responsible person, their portals will be combined for easier access. Please make sure to check these settings to ensure a smooth experience for our payers.