The Vault is where you can store card information securely for future payments. Bridge™ Payments offers three ways to do this:
- Add a card to the Vault during transactions.
- Add a card directly in the Vault (outside a transaction).
- Send a Payment Authorization form via email or text for the patient to place their own card on file.
This article covers the third method: sending a Payment Authorization form via email or text for the patient to place their own card on file.
One of the actions you can take through Patient Express is to send patients a link to complete a digital registration form and store a Card on File in Vault ahead of their visit.
There are two ways you can send this invitation to register online:
- Method 1: Send the invitation to register online while you add a new patient to Patient Express.
- Method 2: Send a link to a patient who already has a record in Patient Express.
You can send an invitation link to patients with a Patient Express record in two ways: a registration invitation or a registration reminder.
See the following resources for instructions on how to send an online registration invitation link or registration reminder to a patient:
You can check a patient's registration progress after sending the invitation. See View a Completed Registration Form (Patient Express) for more information.