Credit Card on File

Credit Card on File

Credit Card on File

Overview: Saving a credit card to file

Audience: Front Office Support

Review: Patients are required to save a credit card on file. This can be done in the EPION pre-visit link texted to our patients. If they do not save their card on file in EPION this document shares how to save it in the office.


Preliminary:

      ·         Credit cards can only be saved during check-in if doing so in the office.

      ·         The credit card agreement must be signed, or the card will be removed from the file. It lives in the receipt and is only available at TOS.

      ·         Credit cards on file will be ran automatically within 5 days of the claim processing.      

      ·         Saving a credit card on file will NOT affect past balances. Those need to be paid in full.

      ·         Patients will be notified via email 5 days before processing of payment and will need to call to pause a payment or if they wish to remove their card from the file.

      ·         Card will need to be renewed after 1 year or after patient reaches the max spending of $1500.


Saving the Card to File:

            1.     During check scroll to “Payment and balances”.

              a. If there is no balance: Select “Save a new card” next to Card on file.

         
                    

                                          i.    Patient will then insert their card into the card reader to gather their card and billing information. 

               

                  b. If there is a balance: Select “Collect all” > “Next”

                                          i.    The payment method will be “Credit Card”.

                                          ii.    Select “ Yes authorize card”

                                         iii.    Select “Collect payment”



                  

            2.     Once the payment information has been collected using either method above the receipt will generate. PRINT the receipt and have the patient sign the merchant copy of the Credit Card on file Agreement.

            3.     Upload the receipt to the patients chart and label it as “Credit card on file Agreement”



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