When patients schedule appointments online, you can require them to enter a credit card to be saved on file at the time of booking. This article will guide you through enabling this setting and provide a preview of what patients see when entering their card during the booking process.
Only users with NCMIC Payment Processing Integration can enable credit card collection in online scheduling.
Here’s how to set up the credit card requirement for online scheduling:
1) Navigate to Clinic settings and to the Scheduling tab.
2) Toggle ON Require Credit Card for Online Booking.
Note!
When you enable Require Credit Card for Online Booking, patients will need to enter their credit card information to schedule an appointment.
Patients may see a $0.01 pre-authorization transaction on their card for a short time. The card will not be charged until your clinic initiates a charge.
Once the patient has entered their card, it will now be saved on file to be charged by your clinic.
The required pre-authorization to save a card on file is a “transaction” and will therefore incur the standard transaction processing fee.
Here is what patients will see in online scheduling:
After selecting their appointment type, provider, date, and time, the patient will be prompted to enter their email and date of birth. At this time, they will also be prompted to enter their credit card information:
Note!
By submitting their card, the patient consents to it being securely stored and authorizes charges for services or fees that your clinic may charge. The patient may see a pre-authorization transaction for $0.01 for a short time, but their card will not be charged (until your clinic initiates a charge).
The required pre-authorization to save a card on file is a “transaction” and will therefore incur the standard transaction processing fee.