With the di. Payments Virtual Terminal you can quickly and securely collect a payment from a customer over the phone. This new single payment collection option makes it easy to process a payment right while you are on a call with a patient. Once a payment is collected it is securely saved as the Card on File making future payments simple and secure.

Watch this short video to see how it works:


Collecting a Single Payment Via Virtual Terminal

Step by step instructions:

  1. Select the Payments Icon

  2. Click on Payments Dashboard

  3. Select Virtual Terminal by clicking the Collect button

  4. Search for patient name

  5. Click to select the desired patient

  6. Select to collect the default amount or click Other Amount to customize

  7. Select the payment method.

    1. If a credit card has been previously used, it will be saved on file for future use or click to Add Payment Info. Here you can add and save a new card

    2. If a credit card has not been previously used, you will be able to enter in the card information and select the Save Card for Future Use, then click Next to confirm the payment amount

  8. Click Make Payment to complete the transaction


Important Facts - Card on File

Whenever a credit card information is collected and entered, it will be saved on file for future use by your office. This is securely saved, and only the last 4 digits of the number are visible to the office.

This information can only be edited by the patient by clicking on the payment link that they receive via text or email and removing or adding new payment information.

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