Connecting Shift4 allows you to securely store and process credit card payments directly within Noterro. By linking patient profiles to their saved payment methods, you can streamline checkout, reduce admin work, and get paid faster.
What You Can Do
Once connected, you can:
- Save cards to patient profiles: Securely map a patient’s credit card (stored in Shift4) to their profile in Noterro.
- Charge directly from invoices: Process payments in one click—no need for external terminals or manual entry.
- Collect payments online: Enable payments through your web portal for a seamless booking experience.
- Request deposits or full payment: Require a deposit or full prepayment before confirming an appointment.
How It Works
- Credit card details are securely stored in Shift4, not in Noterro.
- Saved cards are linked to patient profiles for easy reuse.
- Payments can be processed directly from invoices or during online booking.
- Portal payments can automatically attach cards to patient profiles.
Good to Know
- Noterro never stores full credit card details.
- Payments are processed securely through Shift4.
- You can enable or disable portal payments based on your clinic’s needs.
When Should You Use This?
This integration is especially valuable if you:
- Want faster, simpler payment collection.
- Frequently take deposits or prepayments.
- Offer online booking and want to reduce no-shows.
- Prefer to keep billing and payments in one system.
Comments
0 comments
Please sign in to leave a comment.