Store, add, or change a client's card on file
Healthie enables you to store client payment information and hold it securely within the platform. This can be useful for charging clients for Packages, collecting payment for co-pays, deductibles, and other office payments, and enforcing cancellation policies. Healthie's payment processor accepts credit cards (including Amex, Discover, Visa, Mastercard, and others), Debit cards, and HSA / FSA cards. More information on Card Payments through Healthie available here.
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Add card for a specific client
To add a card for a specific client, go to the Client's profile and click "Add Card" in the billing box on the "Overview" tab.
You will be prompted to enter a client's card number, expiration date, CVC code, and Zip Code. After you submit this information, for client security and PCI-compliance reasons, you will not be able to access the full card number again. The system will prevent you from entering an invalid number, as you will not be able to "Submit" the card unless it is a valid number.
Note: To charge a client for an outside payment, a client needs to have a credit card on file. If a client does not have a card on file, you will see a prompt, with the option to manually add a card directly in your workflow (ie. from the Payments page, or Client Packages page)
Billing Info as part of Intake Form
If you would like clients to enter their card information, you can request this as part of their onboarding process. Add the form "Billing Info" to your Intake Flow. When a client enters this information, the card will be stored on file. Clients are not charged anything when completing the Billing Info Form.
Storing multiple cards on file for a client
There may be instances in which you would like to store multiple cards on file for a single client. This may be because the client has multiple cards that they'll use for different services, and/or you accept HSA / FSA, and would like to have that information on file as well.
If you would like to store multiple cards on file for a client, navigate to the Client profile > Overview > Billing where you will see the cards on file for a client.
If you click on "Add Payment Card" you will see a slider on the right-hand side of your screen, where you will be prompted to add the new card on file, and indicate whether it is HSA / FSA or Personal (debit or credit).
To change a client's default card, navigate to your clients profile, and scroll to "Payment Methods" in the "Financials" box. Select Edit on the designated card, and check "Set as Default Card". This will make it the primary card the next time your client is charged. When you change the default card of payment for a client, and the client has a recurring subscription, there will be no interruption in their payment schedule.
Note: If your client has missed payments while using their previous payment information, their new payment information will not be billed for those missed payments. We recommend that you manually charge clients for these missed payments.
Delete a card / not storing a card
When a client enters a credit card, the system will automatically securely store this information for future use, and for the convenience of you and your client. Moreover, if a client is logged into their Healthie account, and attempts to purchase a package from your website, the system will intelligently detect that the client has a card on file from previous use with you, and can elect to use this card, or enter a new card. Note: This only occurs if the client is logged in, on another active window, to their Healthie account.
If you would like to remove a client's card, please click "Remove" which will permanently remove the client's card from your connected account. Please note that if there are future payments scheduled for a client, and there is no active payment method, the client will NOT be charged.
View a client's card information on file
You are able to view the last 4 digits of your client's credit card on file in the billing section of a Client's profile. As part of maintaining Level 1 PCI compliance via Stripe, after a client's card information is initially entered, it is no longer visible to you, your client, or anyone else. It is not possible to pull the full payment information.