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Create recurring profiles/payments for patients
Securely add & save credit card information to individual patient accounts to use for future transactions
***Once a CC has been added to the patient account, the last 4 digits will be shown under Method of Payment for selection (Patient Payment, Extra Charges, UAC, Refund)
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From Patient Accounts > Manage Credit Card > Recurring Profile
Select Start Date (Required) and End Date (Optional)
Select Frequency: Weekly / Biweekly / Monthly
Select Provider
Enter payment amount ($): Enter the recurring dollar amount
Method Of Payment: Select CREDIT CARD (Open Edge)
Select Entry Mode & Patient's Billing Zip Code in the Zip Code field
Add Note if desired
Click Save when done
Depending on the Entry Mode Selected the system will produce apop up
EMV (Chip Reader) will pop up a page and instruct you to have the patient insert/swipe their card, once processed you will receive if it was Accepted or Rejected.
Auto- Will produce a pop up where you will need to enter in the Credit Card Number, Expiration Date and CVV number. Once entered you will scroll to the bottom to process.
Recurring Profile Action Menu/Column:
Once a recurring profile is saved, the Action menu to the right provides multiple options:
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View Current Status
Remove Credit Card
There are now keyboard shortcuts that allow you to execute functions. You can hover over the ? icon next to the save and clear to see the keyboard shortcut.