This table serves as a quick reference guide to understand the nuances of collecting a card on file, storing a card on file, and how / when a card gets authorized for future use (for example, autocollect). Frequently asked questions are also answered below.
Action | Authorized? | Saved on file? | Usable for autocollect? | Authorized for one specific visit, or multiple? |
Charging a credit card using the terminal | Yes | Yes | Yes | One |
Saving a card on file via facesheet, without charging | Yes | Yes | Yes | One |
Uploading a credit card during the booking flow | Yes | Yes | Yes | One |
Charging a credit card at the time of service, by adding it through the ‘Manually enter credit card details’ in the Payments tab of the facesheet or the charge overlay on the invoice details page | No | Yes | No | One - Assuming front desk has verbal authorization by patient for the current visit since it automatically adds the card on file and charges the amount front desk inputs |
Manually adding a card on the ‘save new card to file’ interface on the ‘cards on file’ tab (see image below) | No | Yes | No | None |
Authorizing a card in the ‘cards on file’ facesheet tab | Yes | Card is already on file | Yes | One |
*reference image for manually adding a card on file in the patient facesheet*
FAQ
Can a card on file be used to pay for future visits, whether at POS or for autocollect?
Yes, it just has to be authorized for each visit.
Do financial consent forms allow us to autocollect?
Not explicitly no.
Can an authorized card be used for payment plans?
Yes! Payment plans work the same way as autocollect. We can’t charge a payment plan installment unless we have a card authorized for the booking.