Payment Plan with Card on File
Before proceeding to processing a payment, make sure you have your terminal is set up and the privilege in the user.
There are a couple of areas in HENO where you can accept the patient payments using the Card Processing Terminal:
- Schedule -> Check-In: See Article
- Schedule -> Quick Links -> Take Payment: See Article
- Charge Screen -> Check Out: See Article
- Patient Demographics -> Payment: See Article
*Please Note: Prior to being able to use the Card on file option with Payment Plans 2 things must happen:
- The Privilege must be added to the user inside the Admin tab -> User. Credit Card: Charge Card on File
- At least one transactions must have occurred on the patient's account that holds the token to keep the card on file
We do also recommend to have the patient sign an agreement to have the card on file. You can print it here: Card On File Agreement
Payment Plan Set up
Inside the Billing tab, you will click on the Payment Plan sub-category:
In this new screen, you will select the Create button on the upper right hand side:
You will then get a Pop-up to enter the information for the Payment Plan:
- Red - Patient - Patient who is enrolled in the payment plan
- Plan Description - Optional Short name to help you identify this payment plan
- Blue - Recurring - Type of Recurrence for example Weekly, Monthly, # Days etc. Initially only # Days will be available. Clients card will be charged within an hour past the Date/Time the Plan was setup.
- Light Blue - X - Number of Days or months between each payment due date. This can be customized after the payments are created
- Orange - Starting - The date the payment plan will start on. (Please Note: It cannot be started the same date you create the payment)
- Green - Total Amount - Total amount of the payment plan. This will be equally divided out among the # of coupons.
- Purple - Installments - This is the Number of Coupons that HENO will create. Each Coupon represents a payment due.
- Pink - Method - Intended Method of Payment. Actual Method of Payment will be recorded at the time of the payment coupon
- This is where you will select Card On File. Once selected, you will get a new box to select the card
Once you hit create, you will enter a new screen.
The installments will be lower down on the page or you can click the tab at the top. Each installment will have a number, date, and amount:
If you click on the installment number, you can manually collect a payment, edit the due date, change the card information, and the amount.
You can also add additional installments with a due date:
If you are needing the Charge a card outside of the installments:
A. If the card is already on file the Installment can be changed to the desired amount/card and the Paid Date set to the Next Day. Heno will then charge the card when it runs the scheduled payments around 1 AM.
B. If it's a new card or, it needs to be done immediately it can be taken via Schedule -> Take Payments
Then please email support@heno.io with the following and we'll sync the payment to the installment
1. Payment #
2. Installment #