If a patient does not want to use a credit or debit card how do I set up billing to their checking account?
You can use the patient's online banking login through Plaid
. We use Plaid as a service to instantly verify patients.
You can also click the checkbox below that says "Don't see the bank on the list? Click here to manually verify.". Enter the members bank info. If you chose to manually verify there will be two deposits sent to their bank account within 2-5 business days under $1.00. The name will be under "Stripe." Contact the patient within 2-5 days and get the two amounts from them. Once you have the two amounts;
- Click on "Payment Info"
- You will then see "Click Here to Verify this account"
- Enter the two amounts into the BoomCloud and verify the patients account
- Then click on "Save"
The amounts will expire after 5 business days with no way of re-verifying.
If you missed the 2-5 day window, you will need to use a credit/debit card. If they insist on using a bank account, you will need to delete their account in BoomCloud and re-enter them.