Charging Multiple Patients from the Schedule

For the new February release, the ability to charge multiple patients at once has been added to the schedule menu. In this article, we'll show how to use this feature.

1) Go to the schedule tab, then click on "Schedule List View".

2) Select the patients you would like to charge by clicking on the checkboxes next to the patient's name, then click charge.

3) Select the amount owed, the card you would like to charge for each patient, and then click review charges. Note that a card must be on file for the selected patients to charge them.

4) Review your charges, then click charge cards.

The following screen will have some information about the charges, including if the payment was successful and the payment number.