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Auto-Debit System®: How to share billing information with the Family Wallet™

Auto-Debit System®: How to share billing information with the Family Wallet™

Updated on July 29, 2022

Getting Started:

Step 1: You must first link the patients together by following the instructions outlined HERE.

Step 2: In this example, we will be in Mom, Emma's account. Select the patient's [Family Wallet] (lock icon).

Step 3: Check the boxes for which linked patients/family members will have this card shared with them. This will automatically update each time you select a box.

In this example, we are sharing Emma's HSA card with her husband, Robert. And her debit card was shared with her husband, Robert, and their children Claire and Daniel.

To learn how to process a payment using shared billing from the Family Wallet CLICK HERE.

Tags: family wallet share billing share cards share bank accounts Family Wallet

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Manage Patients: How to link/unlink patient accounts Linking patient accounts allows your office the ability to split payments in our one-time payment tools. This also shares billing information among those linked for easy processing for families and friends. Payment Splitter: How to split payments between multiple patients Gone are the days of processing multiple transactions or running one payment and manually splitting it up. With the Payment Splitter, you’ll be able to process one payment and split different amounts amongst multiple family members! This is a popular feature for offices that see families. Whether it’s a one-time payment or recurring payment, the payment splitter can do it all!

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Auto-Debit System®: How to share billing information with the Family Wallet™

To learn how to process a payment using shared billing from the Family Wallet CLICK HERE.

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