Adding a Payment Source to a Patient's Account

To add a payment source for a patient, follow these steps:

  1. Navigate to the patient chart and click the 'Payment Options' tab
  2. Click 'Add Card' or 'Add Bank'
  3. Complete the required fields
  4. 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.

  1. Select the patient to view their profile page
  2. 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:

  1. Click 'Admin'
  2. Click 'Notifications' 
  3. Click 'Patient Notifications' 
  4. Scroll down to Notification number 15 and click 'View' 
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