Managing Credit Cards

1. Click Patient list > Select a Patient > Bill & Insurance menu.
2. Manage credit card details and configure email billing notifications.

3. Click the “Add Card” section to add credit card details for the patients.
4. In the Add Card pop-up, enter details like:

• Cardholder Name
• Card Number
• CVV
• Expiry Date
• Toggle Default Card and click “Add Card” to save the card details.

5. Set Email Billing Notification from the dropdown by selecting “Send Email with billing Documents attached” to receive email whenever the following action happens:

• Generate Invoice
• Generate Statement
• Generate Superbill

6. Click “Save Email Preferences” button to save the information.