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Payment Methods

Learn how to save credit card details and charge your customers later.

R
Written by Rachel
Updated over 2 years ago

To Add A Default Payment Method to the Patient Profile

  1. Go to the Financial tab in the patient profile.

  2. Click on the Payment Methods button.

  3. Click on the + Add Card button.

  4. You will be prompted to enter the credit card information which you can save as the default payment method on file.

When collecting a payment from the patient you can select the saved card on file.


Learn more about setting up automated Payment Plans

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