Do you need to add a credit card as a payment option for a patient? We got you! 💳

If you have signed up with and are integrated with our Payment Management Partner, you will have the ability to take credit card payments and store that information in the Patient Profile. This also means that you can take a payment from anywhere in the clinic you can access Clerk!

On any Invoice screen, all you need to do is select credit card as a payment option:

Clerk should recognize if the patient does not have a card already on file, in which case it will say Add Payment (New Card):

✨Note:✨ You are given the option to mark a credit card as a Primary Card. If you utilize Subscriptions, the Primary Card will automatically be set up as the credit card that is charged monthly. That way, if the patient ever wants to update the card linked to their Subscription, all you have to do is set their preferred card as the Primary Card.

You should only need to enter this information once. After the credit card information has been entered, you can manage your patient's credit cards under the Pay Integration tab in the Patient Profile:

And there you have it! It's as simple as that! 🙌

✨PSST!✨ Need a quick refresh on how to Create an Invoice? We got you - CLICK HERE! Want to know more about Subscriptions? CLICK HERE!