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'
- Click 'View'