How to Add Credit Card to Patient's Contact Details

Securely save and manage patient'c credit card information in zHealth to easily collect copays and outstanding balances. Practices using zHealthPay can process credit card payments through zHealth Payment Terminal.

New patients can also add credits card details when booking an appointment using our New Appointment Portal.

1. Watch Video Tutorial

2. Check out Step-by-Step Instructions

1. Access Patient's Chart
a. Enter the first or last name of the patient in the top navigation bar search box. Click to select the patient from the auto-populated results. The Patient's Chart page opens.

2. Contact Details

On the Patient Chart page, click "Contact Details."

3. Add Credit Card
a. On the Contact Details page, click to select "Add Credit Card" tab from the left side menu.

b. Click the green colored "Add New Credit Card" button.

4. Add Card Details
On the new modal screen, the system will prompt you to select a card type (Debit Card, Credit Card, or Other).

Additionally, you can add a nickname to help identify the card, especially if a patient has multiple cards saved in their chart.

5. After selecting the Card Type (Debit Card, Credit Card, or Other) and/or adding a nickname, the system will display a pop-up screen prompting you to enter the card number, expiration date, CVV, and other necessary details.

Complete the required fields to verify the card and add it to the patient's chart.