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By sharing this link with the Patient, they can enter their Credit Card information to be stored and used for future transactions!
This information should not be stored without the patient’s permission.

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Workflow Instructions

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Saving a Patient’s Credit Card

  1. Navigate to the Patient - In the EHR, navigate to the Patient’s File.
  2. Select More - In the Toolbar, select the … More button, then select Copy ‘payment details’ link.
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  1. Share the Link with the Patient - They will be presented with the following form:
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