Skip to main content
Saving a Credit Card in the EHR

How to allow a patient to store their Credit Card for future use.

Updated over a year ago

Feature Intro

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.

Step 1 - Navigate to the Patient

In the EHR, navigate to the Patient's File

Step 2 - Select "More"

In the Toolbar, select the "... More" button,

Select "Copy 'payment details' link"

"More" will be the far-right option in the Toolbar

Step 3 - Share the Link with the Patient

They will be presented with the following form:

Did this answer your question?