PracticeSuite permits the retention of credit card information so that it can be used for future payments.

1. Open the Enter/Edit Payments screen.

2. Click the at the top right-hand side of the page to add a new payment(see Image 1).

Image 1

3. The screen as in Image 2 opens up. Enter payment info. Fill all payment info such as – Payment Type, Payer Entity, Payer Name and Payment Amount.

Image 2

4. Select the Pay Method as Credit Card and enter the credit card info (Credit Card#, Name on Card, Expiry Month, Year and CVV). All the fields need to be filled to successfully process the card.

5. After entering the Credit Card information, select the “Save This Card For Future Payments” check box.

6. Click  on Save to complete the Credit Card Payment and save the credit card information for future use.

Note:

1.“Save This Card for Future Payments” option is available only for patient payments”.

2. Saved Cards of a patient can be viewed at “Other Attributes” Screen of the Patient Demographics. To delete a saved card from the system, go to ‘Other Attributes’ screen of the patient and delete the card. To know more, click here.

Important: Processing credit card payments in PracticeSuite requires signing up for PracticeSuite E-Payments. If you are not already enrolled with PracticeSuite E-Payments or are interested in learning more, please email epayments@practicesuite.com.