Summary
It is useful to be able to save credit and debit cards to make one time payments for the times when payments are taken in office, or if an autopayment is missed. This article reviews the process to do so.
Saving the Payment Method
For a card to show up as a saved payment method for one time card payments, it needs to be saved in the correct location.
Step 1. Navigate to the Edit > Patient > Relationship Menu.
Step 2. Click on the 'Payment Methods' menu on the left of the Responsible Party then click 'Edit.'
Step 3. Use the blue '+Add Payment method' button
Step 4. Select the correct settings here. Make sure the correct merchant accounts for the payment are chosen. If you are manually entering a credit or debit card make sure 'card' is selected. And finally, if you are using a chip reader select 'emv' but if you are entering the card number manually select 'keyed.'
Step 5. Click the green 'Save' button. This will open the payment processor dialogue box. Follow the steps as normal to enter the card information and then click save on the patient chart.
Step 6. Once this is done, you can process one time payments with the saved payment method.
As always, if you have any further questions please do not hesitate to reach out to Cloud 9 Support by emailing us at cloud9support@planetdds.com, or chatting us online using the chat bubble on the lower right at https://cloud9support.planetdds.com/hc/en-us, or giving us a call during our business hours of 8:00 AM EST to 8:00 PM EST at the 1.800.394.6050 option 2.