Adding a credit card/ACH account on file and running one-time payment - YouTube

So here we're going to show you how to add credit cards & bank accounts on file

and also how to run one-time payments.

So let's say a patient comes in then you just want to swipe the card one time.

You don't want to add it on file.

You just want to run a transaction just like you would on a credit card terminal.

So all you have to do is click the "charge card" button

We've got it in 2 locations, right here as well as right here. So you can just go ahead and click that button.

You can enter a transaction amount.

Enter or swipe the credit card number if you have the little $15 usb swiper which is highly recommended.

You can just swipe the card and it's going to populate the card number & expiration date

but I'm gonna go ahead and key-enter it in here.

The CVV is not required so you don't need that.

You can go ahead and put a description.

A description would be just what this was for. It will show up on the receipt.

So this is optional though for you, so we can just put exam in here.

And then we have tags.

Tags are used for reporting purposes on the Fortis end.

So if you want to report on something over and over again

or let's say you have multiple doctors in the office or things like that.

You want to tag where the transaction or you know which doctor it belongs to.

You can do those sorts of things that way.

We allow you to create as many tags as you want.

and you just click the tag and you can use it over and over again.

You'll notice on the right hand side we have the billing information.

So we got the name, address, zip code & email address already in here.

We're pulling this over from the patient profile.

If you are using an integrated partner, we're automatically going to pull that information over.

Now address & zip code are not required but they are useful and they're useful to have them right.

Really where they're used is chargeback purposes.

So if a patient says, "I didn't authorize that transaction."

Having their address & zip code correct that's tied to the card on file, or that's tied to the card that you're using is important

but it isn't a required step so just take note of that.

So here we go, we've swiped or key entered in the credit card information.

We've got the amount here & we can go ahead & process this 1 transaction, & it won't store the account on file.

Now let's say many of you asked, "Hey how do I run a transaction & store the card at the same time?"

So if you wanted to store this card that you're running, You can just click the "save card" button right here.

It pops up a box where you can enter in a title or a short description for this card.

So let's say we want to make this the primary card.

We can go ahead & enter that. We can process the transaction.

It's going to give us a nice receipt screen here.

It's also gonna store the card on file since we checked the "store card" box.

Now you'll see here it's got our receipt. You can print the receipt.

You can also email the receipt if you click the "email" button.

The email that is on file is gonna pop down.

You can also change this email

So you can change it right here

If you want to change it and with 1 click you can send the email/the receipt right to the patient.

Now if you're using our signature pad, you can have the patient sign right on the signature pad

and we will actually store the signature right in the system here.

So if you have the signature pad, you'd see the little box pop up right here on the receipt.

You'd click it and then the signature pad would become active.

They sign, and it will store the signature right in the receipt here.

So we'll go back to the patient's main dashboard.

Since now we'll have that credit card on file. So you can see here we've got that card on file.

Now let's say you want to add a card

But you don't want to run a one-time transaction like we just did.

The other way that you can add a card on file is just clicking the "Add accounts".

Now from here you can select credit card or ACH.

So the credit card is exactly what we just did

You just enter in or swipe the credit card and then click the "save account" button.

Again the description will be used as a you know, just a descriptor for that card

so you can very quickly identify the card.

If you're adding an ACH on file.

We'll go ahead and click ACH.

Again you can add a title, a short description for it.

Select the account type, checking or savings.

You can select if it's a personal or business card.

In this instance, it's usually always going to be personal.

Account holder name & then enter the account routing number and accounting number.

As you start to enter the routing number,

you'll see it's actually going to pre-populate here for you with the list of bank routing numbers.

So you can go ahead and just select that one.

And then you would you know, go in here and enter the account number and save that.

Once you have that account saved, it's actually going to come all under the stored account box

So you could have multiple accounts, credit card or bank accounts stored on file for a patient.

We don't limit the number of accounts you have stored on file.

So you can add as many accounts as you want.

We often do this because you know, patients want a products' card.

They might want you know, 1 card that's used for their reoccurring,

1 that's used for maybe their co-pays things like that.

So we allow you to add as many accounts on file.

We want to make it as easy for you to take payments from a patient as possible.

Once you have an account stored, running a transaction is super simple.

You just come in here and click the "run sale" button.

Again from here, all you're doing is entering a transaction amount.

You can put a description or a tag if you would like.

Go ahead and process that transaction and again the receipt is gonna pop up.

You can email/print the receipt right from here, have them sign it.

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