How do I run a pre-authorization in my patient's card?

Here's an easy way to run pre-authorization charges in your patient's/client's card when adding a transaction:

1. Go into a patient's chart through the ''Shortcuts'' menu on the home page by selecting ''View billing'' from the ''Go to'' dropdown menu, as shown below:

2. When adding a transaction, select "Pre-Authorization" on the "Entry Type" section and enter the amount you would like to charge.

3. You will receive a success notification once the charge has been applied to the card.

That's it! If you have any questions, please contact us.