Processing a Family Member’s Credit Card
Let’s use an example here.
Say Owen has set up a relationship with his wife Addison and he has granted her permission to use his card(s) on file.
When you check out Addison, you’ll see Owen’s cards saved on file listed as a payment options.
Please note that you will only see Owen’s cards on file when checking out Addison. Owen’s cards will not be listed in Addison’s Billing > Credit Cards area.
If Owen has multiple cards saved on file, you can give them all nicknames to make it easier to differentiate between the cards.
You can assign nicknames to patient credit cards from their Profile > Billing > Credit Cards > View area.
You can also color-code your patient credit cards in this area!
More information on Family Profiles:
As always, if you have any questions please don’t hesitate to reach out to our team. :)