How do I add credit card info?

Purpose:

To guide users through securely storing and processing credit card payments within HelloNote EMR, offering both one-time payment and saved payment profile options for efficient billing.

Scope:

This article covers:

1. Two methods of credit card processing:
   1. One-time payments (non-stored)
   2. Saved payment profiles
2. Access points for payment processing:
   1. Payment Section
   2. Visits/Receipts interface 
      Excludes:
3. Refund processing
4. Payment plan setups
5. PCI compliance details

Procedure:

Method 1: One-Time Payment

1. Go to Patient Tab > Payment Section
2. Click Pay
3. Enter card details (not saved)

Method 2: Saved Payment Profile

1. Click CC Profile
2. Enter card information → Automatically saved

Alternative Access:

• From Visits/Receipts:
  • Click Actions > Charge Credit Card
  • Uses same CC Profile system

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Step 1: In the Patient Tab, click the Payment Section.

Step 2: There are two ways to enter credit card information. The first way just charges the client and doesn't save the credit card information. For this, click "Pay".

Step 3: In order to save the credit card information, you have to click "CC Profile" and enter the credit card information.

To locate the saved credit card information simply click on the CC Profile 

Select Existing Card then click on the Select Credit Card 

Another option is to do this in Visits and Receipt

Simply Click Actions > Charge Credit Card 

 

It will open the same window with CC Profile. The Card details will automatically be saved in the system once completed