Managing Credit Card Accessibility for Multiple Patient Profiles

For those using Square integration, you may want the convenience of allowing a single credit card to be used across multiple Patient profiles. This guide helps you streamline the credit card management process, enhancing your clinic’s billing efficiency.

Setting Up Credit Card Use for Multiple Profiles

Following a few straightforward steps, you can set up a single credit card for use on multiple Patient profiles.

1. Search for the Patient profile to which you wish to add the credit card.
2. Locate the Credit Card section in the sidebar.
3. Insert the Card Information as prompted.
4. Search for the Second Patient profile you wish to add the credit card to and follow steps 2 and 3.

This functionality helps maintain consistency and accuracy in your billing system, making administrative tasks simpler and less time-consuming. If further assistance is required, please reach out to Noterro Support.