Collect & Store Client Billing Details
With Healthie, providers can securely and professionally collect client billing details during the onboarding process. 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. Payment processing is enabled through Healthie's direct integration with Stripe.
Having billing information on file enables clients to purchase services, and allows providers to collect payments or enforce cancellation policies (and other required needs).
This article reviews the different ways you can collect billing information from clients.
IN THIS ARTICLE:
1. Add Billing Info Form to an Intake Flow
Another way to automate the collection process is to include Healthie’s credit card information form in your intake flow. Healthie's Billing information form enables you to request debit / credit card information from clients during their onboarding process, to ensure its collected correctly and securely.
Learn more: Billing Info Form
2. Manually Send the Billing Info Form to a Client
There may be instances in which you'd like to send your clients additional forms to complete, such as in the case of requesting billing information.
Learn more: Billing Info Form
3. Create a Client Package
When a client purchases a package through Healthie, the card information they input will be saved within their Healthie profile. You will be able to automatically collect the client’s payment information to store for future use.
To learn how to build packages in Healthie, read more here.
4. Send an Invoice to a Client
If you leverage the Invoices feature of Healthie, you can also use it to collect client billing information. When you send an invoice to a client, the client can provide their payment card to process the invoice. This information will then be saved within your client’s Healthie profile.
Learn how to send a client invoice here.
5. Manually Add Payment Details to a Client's Profile
Providers can manually add and manage payment details directly within a client's profile.
Learn more: Store, Add, or Change a Client's Credit Card on File
6. Have a Client Manually Add Payment Details to their Account
Alternatively, clients can self-add a form of payment through their account when logged into the web browser.
Settings > Update Payment Methods
Clients can Edit or Add a new form of payment. They cannot however, delete a form of payment from their account. Providers maintain the ability to delete cards at their discretion.
Note: Clients will not be able to update their form of payment from the Healthie mobile app at this time, as in-app payment process is not supported.
