Adding a Credit Card to a Patient's Profile
This tutorial will guide you through the process of adding a credit card to a patient's profile.
1
First, navigate to the patient list and open Walker's patient.
2
Next, move to the right side and access the billing drawer.
3
Within the patient billing drawer, scroll towards the bottom where you will find the option to save a credit card.
4
Click on the save credit card button.
5
After clicking, a window will appear prompting you to enter the billing address and the credit card number for the patient.
6
The system will attempt to auto-populate any existing default or billing address associated with the patient.
7
If you wish to edit the address, simply click the edit button.
8
In this example, enter a test credit card number and then click submit to save the credit card information.
9
Upon completion, you will see that another credit card has been successfully added to Walker's patient profile.
By following these steps, you can efficiently add a credit card to a patient's profile.
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