Adding a Credit Card to Patient's Account

If your Noterro account is integrated with Square or Bambora, you can add a Patient's Credit Card to their file. Here are a few different ways you can add a Credit Card to a Patient's account.

Through the Appointment View on Calendar:

1. Click on the Patient's Appointment.
2. Click Add Card (on the top right).
3. Fill out the required information.
4. Click Add Card.

Through an Unpaid Invoice:

1. Click on an Unpaid Invoice (e.g. INV-3).
2. Click on the Pay button.
3. Click on Select Payment Method.
4. Click on Add Credit Card for either Square or Bambora.

Through a Patient Profile:

1. Click on the Patient's name.
2. Click on Credit Card on the sidebar.
3. Choose Bambora or Square.
4. Click Add Credit Card.

Important Note: You can not add multiple credit cards to a Patient's profile. You can only have one credit card per Patient profile.