This article explains how you can enter payment information of a patients
How to enter payment information:
A. Navigate to the patient tab from the navigation bar located at the left side of your screen and select the desired patient to access their information. After selecting the patient, click on the "Payment Info" option to enter all the details regarding the patient's payment information. This screen will also have any transactions made with the patient profile.
B. Click on "Add Card" located in the corner on the right side of your screen. A tab will pop up where you can enter the following details of the patient's debit or credit card:
- Name on Card
- Status of the Card
- Enter the Card number
- Enter the CVV
- Select the expiry month and year of the card
C. Once you have entered all the details, you can view them on the main screen. If you have made any mistakes and want to edit them, click on the pencil icon. If you want to delete the card details, click on the trash icon.
D. The Edit icon can be used to make updates to the card details and the Delete icon is used to remove the added card.
Please note, we do not store any financial or card details anywhere on our system. The details collected to make any payment are taken in a secure manner and passed directly to a payment gateway to make the payment.
How to view payment transactions:
Once the admin charges the card on file or the client pays using the client portal, you can review those transactions in the Payment Info screen.
A. Navigate to the patient tab and select the desired patient.
B. Click on the Payment Info tab and scroll down.
C. You can list the list of transactions and their status on the screen.
