Adding a Payment Source to a Patient's Account
To add a payment source for a patient, follow these steps:
Navigate to the patient chart and click the 'Payment Options' tab
Click 'Add Card' or 'Add Bank'
Complete the required fields
Click the blue button to add the payment source
Asking the Patient to Enter their Payment Source
If you do not have access to a patient's payment source, you can send a request asking the patient to input it themselves.
Select the patient to view their profile page
In the Financial Info section, click 'Send Request for Payment Info'
This will send the patient a link they can use to enter their payment information.
To see a copy of this notification:
Go to Admin>Notifications
From the Patient Notifications tab scroll down to notification number 10 'Payment Information Request'