Add a Card Directly in the Vault Outside of Transactions

Home › Bridge Payments › Getting Started › Add a Card Directly in the Vault Outside of Transactions

You can add a card directly to the Vault outside of transactions.

Interactive Walkthrough

To follow an interactive walkthrough of this process, see Add a Card to the Vault Without a Transaction.

Text Instructions

  1. Click Vault in the left menu.
  2. Click Add to create a new Vault record.
    The Vault screen of Bridge Payments. The following sections are shown: Add Vault, Vault Search, and Search Results. 
  3. Select your Merchant Account (if you have multiple locations) and enter a Vault ID.
    Tip: Do not use special characters or spaces in Vault ID. The only accepted characters are letters, numbers, dashes (-), and periods (.).
  4. Enter a $ Maximum Amount (maximum amount to be charged) and choose whether the maximum amount applies to All visits this year or This visit only.
    Tip:     Choose All visits this year unless the card is being saved specifically for a single visit's balance. Otherwise, the PAHCF may not be valid for future visits.
    Examples:
    • If a patient's co-pay is $30 each visit, you could set the $ Maximum Amount to $30.00 and specify All visits this year.
    • If you plan to collect a post-insurance balance for a procedure, you could set the $ Maximum Amount to the post-insurance balance and specify This visit only.
      The Vault > Add Vault screen. The following sections are shown: Vault Information, Card Information, Cardholder Information, and Additional Information.
  5. Enter the cardholder information.
    Required fields are:
    • Card Number
    • Expiration
    • First Name
    • Last Name
  6. Click Submit to prompt the cardholder for their signature.
    If Bridge Payments is connected to a card reader: The cardholder is prompted to sign for the PAHCF.
    If a card reader is not connected: You can collect a signature on a printed PAHCF for your records.
  7. After signing, the Pre-Authorized Healthcare Form (PAHCF) screen will appear for you to print or email the PAHCF to the cardholder.
    To email the PAHCF: Enter the patient's email address > add a descriptive subject for the email > if desired, add a custom message to explain that the signed form is required to consent to ongoing installment payments > click Email.
    To print the PAHCF: Click the Print button—a print preview window will appear for you to view the PAHCF or choose to Print it.
    The Pre-Authorized Healthcare Form (PAHCF) pop-up. It has fields for the recipient email address(es), Subject, and message. There are three buttons: Email, Print, and Close.

Best Practices

  • For the Vault ID, use a unique identifier, like the Patient ID from your electronic medical records (EMR), to associate the card to the patient and easily find the payment method in the future.
  • If a patient wants to save multiple cards, use a suffix like "-1" and "-2" at the end of each Vault ID.
Helpful?