Collect Billing Information

Healthie's Billing information form enables you to request debit / credit card information from clients during their onboarding process, while having information securely stored in their Client Profile and Billing Forms, allowing you to charge for services, and also ensuring that you have a valid payment method on file for cancellations / and other required needs. Billing information is securely held by Healthie's PCI-compliant processor, and you are able to view the last four digits of the payment method on file, after the client has entered it. 


Add "Billing Information" form request to your Intake Flow

Navigate to Forms > Intake Flow > Select Intake Flow > Add Form to Intake Flow > "Billing Info"

When clients sign into Healthie to complete their intake forms, they will be prompted to enter their payment information. 

Note: You will not see this form in your Form Library, since the Billing Information Form cannot be modified.

How clients input their billing information

While completing their intake forms, clients will be prompted to enter their billing information. They will be able to enter a valid credit, debit, or HSA/FSA card. The system will automatically detect if the card number entered is incorrect, and prompt the client to check the information they have entered. No charge is made to the card when a client inputs this information. 

Where to view uploaded billing information

Once a client has uploaded their billing information, you are able to view the last four digits within their Client Profile. You will also see their name appear when attempting to charge that client for a Package.

1. Within  Client Profile > Select Client > Overview > Financial Information

2. Within  Billing > Client Packages > Charge Client > Select Client

Best practices: Credit Card Authorization Form

If you would like to incorporate an authorization as part of collecting billing information, you may may want to have a separate, E-signable agreement for CC Authorization, in addition to the secure collection of card information via this Billing Form.  We recommend consulting with an attorney about this, to ensure that you're meeting business best practices. 

ACH Payments

If you have enabled collection of ACH payments, then your Billing Information form will contain a section for clients (or payers of invoices) to securely input their ACH information. Please follow these instructions to set this up.

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