INTERNAL: DrChrono Payments FAQ

Does DrChrono Payments offer a way to set up recurring/membership payments?
- DrChrono payments does not have this functionality at present (Dec 2022). We should still refer clients to CG/Fortis if they need this type of setup.
  - Updates -
    - July 2023. Product is currently working on adding recurring payments.
    - November 2023. This project is close to completion. Once it is ready, it will roll out to beta customers first.
    - January 2024 - Project is in beta and will soon be globally released
    - April 2024 - Project is still in beta

Can DrChrono Payments process a payment without an appointment, such as the sale of an over-the-counter product?
- The transaction will still require an appointment so that a charge can be applied, a payment processed, and inventory/reporting can accurately reflect the sale.
- April 2024 - this is something that is currently being scoped out so it can be built. More to come as work progresses

Where can the credit card information be viewed? Edited or Removed?
- It can be viewed under Patient Chart > Demographics > OnPatient Payments. Saved card information is on the right of the screen.

Can we send a payment link via text/email so the patient can make a payment?
- Not at this time (Dec 2022)
  - Updates
    - 9/13/2023 - Product is working on a text-to-pay option.
    - November 2023 - This project is close to completion. Once it is ready, it will roll out to beta customers first.
    - January 2024 - project is in beta and will soon be globally released
    - April 2024 - project is still in beta

Will the credit card information be saved upon swipe of the hardware or after manual input?
- It can be if you click "save card" at the time of the payment

Can a payment be processed before an appointment occurs?
- Yes, it will remain in the patient's unallocated funds until the appointment occurs and charges are added. Product is looking into building additional functionality in this area.
  - Updates
    - November 2023 - Product is actively working on patient prepayments. Once it is ready, it will roll out to beta customers first.
    - January 2024 - project is in beta and will soon be globally released
    - April 2024 - Porject is still in beta

Will a statement have to be sent to the patient's OnPatient portal before they can make a payment through OnPatient?
- Yes, a statement needs to be sent to OnPatient for the patient to have the ability to pay through the portal.

Can the client take payments via iPhone (Apple Pay)?
- DrChrono Payments does integrate with our app, but currently, it is not connected to Apple Pay.

Will there be an option that allows providers to post on their websites that allows patients to pay?
- Not at this time, but product is researching to identify what adding this feature would involve.

Will saved credit card information on Stripe/Square transfer over to DrChrono payments?
- No. If an office would like to save their patient's credit card information on DrChrono payments, it will need to be re-entered. It will not transfer over automatically or programmatically.