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Charge and manage saved payment methods

Collect faster with saved payment methods, and securely manage patient card details.

Updated today

Charge saved payment methods

From the Collect payment page, once you've specified how much you wish to collect, click the "Charge Credit Card" button.

If the patient already has saved payment methods on file, you will see them listed in the drop-down menu. From this menu, you can also select Use a new card, which allows you to manually enter new card details. This is perfect when patients read their card details to you over the phone.

Manage payment methods

Whenever patients make credit card payments through NexHealth, their card details are securely saved. This allows you to conveniently charge them moving forward (i.e., Would you like us to charge your card on file?), saving you time and allowing you to collect payment faster.

From the patient profile, click on Actions and select Manage payment methods.

From here, you can:

  • Review saved payment methods

  • Delete saved payment methods by clicking the red trash can icon.

  • Add a new payment method (opens a new modal where you can manually enter the new card details)

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