Request credit card information from a patient when booking an appointment. This workflow requires the Payment Gateway integration and enables the ePayment billing option.
Note: Credit cards are recorded in Zedmed using a secure token that only contains a card's last 4 digits and expiry date. The credit card can be used for payment until it expires.
How to request credit card information
Step 1 - Book an appointment for a patient.
Step 2 - In the Appointment Details screen, check if there is a credit card icon.
If there is no icon, there is no valid credit card on file so proceed to step 3.
Step 3 - Select the arrow beside Close and select Close & Request Payment Card.
The appointment will be created, and the patient will receive an SMS asking them to enter credit card information.
