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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**.
The "More" menu expanded in the EHR toolbar with "Copy payment details link" highlighted, alongside Data Exchange and Implantable Device List options.
  1. Share the Link with the Patient - They will be presented with the following form:
Payment details form patients complete to save a card on file, including billing info fields (name, email, address) and card number, expiration, and CVC fields.