How can I allow patients to enter their own credit card information?

Here's how to allow existing and new patients to enter their credit card information after they have created a portal account:

1. You can use the ''Shortcuts'' menu by selecting the chart and clicking on ''View profile info'' from the ''Go to'' dropdown.

Or...

1. Go to the "Profile" section within a chart, and toggle to "Demographic Info."

2. Scroll down to the ''Portal Permissions'' section and check the ''Credit card info'' box.

3. Scroll down to click on ''Save.''

Note: Check out this article to see how patients can enter their credit card information once this permission has been set.

By adjusting the default portal permissions for new charts, you can allow patients/clients to enter their credit card information.

1. From your main dashboard, click on "Charts."

2. Go to the "Settings" section, and toggle to "Chart Settings."

3. Scroll down to the ''Portal Permission Defaults for New Charts'' section and check the ''Credit card info'' box.

4. Scroll down to click on "Save."

If you have any questions, please contact us.