Payments with NexHealth just got even easier! Manage patients' payments by manually adding or deleting cards directly to the patient profile.
From the Actions menu on the patient profile, you can now:
Add cards
Delete cards
Change the primary payment method
To add a new card to a patient's profile:
1. Search for the patient whose payment info you'd like to update.
2. Click on the Actions menu and choose Manage payment methods.
3. Click +Add a payment method to manually enter the card number, expiration date, and CVV.
4. Enter the card details, and check Make this the primary payment method if desired. Then click Save card.
To request a payment from a patient or charge the card on file:
1. Click on Actions and select Collect payment.
2. If a payment request has already been made, or if you have Payments with Ledger Sync, click the box next to the payment or payments you want to request. Then, if there is a card on file, click Charge to immediately charge the card on file. Click Send request to send a secure link via email and SMS so the patient can make the payment online.
3. If there is not an outstanding request, click on + Add custom amount. Enter the amount of the payment and click on Charge to immediately charge the card on file, or Send request to send the patient a secure link via email and SMS to pay online.
To delete a patient's card on file:
1. Search for the patient whose payment info you'd like to delete.
2. Click on the Actions menu and choose Manage payment methods.
3. Click on the trash can to the right of the card you wish to delete.
4 Click Remove, and then click Done.
