How to Add a Payment Method for Patients

This guide will walk you through the process of adding payment methods for patients in your EMRG system, allowing for seamless billing and payment processing.

Prerequisites

Before adding payment methods, ensure you have:

• Access to the EMRG dashboard
• Patient information ready
• Valid payment method details

Step 1: Navigate to EMRG Dashboard and click "Patients" in the main navigation menu.

Patients Menu

Step 2: Search for Patient

Click the "Search by patient name or ID" field to find the specific patient.

Search Patient

Step 3: Click "Manage"

Click "Manage" next to the patient's name to access their management options.

Manage Patient

Step 4: Click "Add Payment Method"

Click "Add Payment Method" to begin the payment method setup process.

Add Payment Method

Step 5: Enter Payment Information

Click the "Cardholder Name" field and fill in the payment information including:

• Cardholder Name
• Card Number
• Expiration Date
• CVV Code

Payment Information Form

Step 6: Set as Default Payment Method

Click the button to mark this payment method as the default for the patient.

Set Default Payment

Step 7: Complete Payment Method Addition

Click "Add Payment Method" to finalize and save the payment method for the patient.

Complete Addition

Best Practices

Security Considerations

• Ensure all payment information is entered securely
• Verify patient identity before adding payment methods
• Use secure connections when accessing the dashboard

Payment Method Management

• Keep payment methods up to date
• Remove expired or invalid payment methods
• Set appropriate default payment methods

Patient Communication

• Inform patients when payment methods are added
• Provide clear billing information
• Maintain transparency about payment processing

Troubleshooting

Common Issues

Issue: Payment method not saving

1. Verify all required fields are completed
2. Check for valid card information
3. Ensure proper internet connection

Issue: Cannot find patient

1. Double-check patient name spelling
2. Try searching by patient ID if patient exists in the system

Issue: Payment method not appearing as default

1. Ensure the "Set as Default" option is selected
2. Check if other payment methods are set as default
3. Refresh the page and verify the setting

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Last updated: July 17, 2024
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