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 type, 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.
For onboarding and setup, see the PG admin guides.