This article explains how you can enter payment information of patients.
How to Enter Payment Information?
Navigate to the Patient tab from the navigation bar (left). 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.
- Click on "Add Card" located in the corner on the right side of your screen. A tab will pop up. 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
- Once you have entered all the details, you can view them on the main screen.
- Edit Icon: Click on the pencil icon on the blue blocks (right). You can also update your card details.
- Delete Icon: Click on the red trash icon. You can remove the unwanted card that was added already.
Note: We do not store any financial or card details anywhere on our system. We collect payment details securely and transmit them directly to a payment gateway for processing. This ensures that sensitive information is protected during the transaction.
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 view the list of transactions and their status on the screen.
