If your Patient Portal is linked to a payment gateway, you can require patients to enter their credit card info before booking an appointment. This setting allows you to have a card on file for the patient which can be charged for appointments or any potential fees (eg. cancellation fee). This article will show you how to enable mandatory credit card entry and how it will appear on your Patient Portal.
|***Important: You must have a payment gateway setup in order to require credit card entry. Learn How to set up your clinic's payment gateway in the Payment Gateway Section.|
Go to Settings and select General under System & Company Settings
Select Portal on the left sidebar, scroll down to Scheduling and locate Requires Credit Card Entry
Select Yes from the dropdown menu then Save.
Your Patients will now be required to enter their credit card info before booking an appointment.