How to add a Credit Card Intake Form?

Purpose:
To provide users a guide on how to add a credit card intake form

HelloNote includes a preloaded Credit Card Intake Form for practices using the system's integrated credit card services.

Include Credit Card Intake Form - Cardholder permission is required to store payment card information for future use. Please ensure patient has a credit card authorization form signed to use this feature.

• This allows us to display a credit card form for the patient to input their details.

Require Valid Credit Card to Complete Request

• This validates the card before patient can submit the form.

Here's how you can create your own Dynamic Forms

• How can I create my own Consent/Intake forms in Hellonote?