Require a backup payment source at online signup (all patients or debit/HSA cards only)
D
Danielle Miller
A practice wants to require patients to add a secondary payment source during online signup, either for all patients or only those paying with a debit card. Patients paying with HSA debit cards often run out of funds, and staff have to repeatedly follow up for an alternate form of payment. Today the Collect Payment Source setting only controls whether a single payment source is required, optional, or not collected. Related request: Option to select second 'default' payment source (automatic fallback charge).
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