How to Add or Update Patient Payment Methods

SigmaMD makes it simple to manage your patients’ payment methods. Follow the steps below to add, update, or set a preferred method.

1. Access the Patient Payments

  • Open the patient’s chart.
  • Click on the Payments tab.

2. Adding a Payment Method

In the Payments tab, scroll to the Charge Cards and Bank Accounts section.

  • Click the “+” icon to add a new payment method.

Adding a Card

  • Enter the required fields: Cardholder Name, Billing ZIP, Card Number, Expiration Date, and CVV.
  • Click Save.
  • If this is the first payment method, it will automatically be marked as the Preferred.

Adding a Bank Account

  • Enter the required fields: Account Type, Holder Name, Account Number, and Routing Number.
  • Patients must consent to ACH transactions before saving.
  • Click Save.

3. Updating a Payment Method

  • Hover over the payment method you want to update.
  • Click the pencil icon.

  • Edit the details in the sidebar.
  • Click Save in the bottom-right corner of the sidebar.

4. Changing the Preferred Payment Method

If a patient has multiple payment methods:

  • Hover over the method you’d like to make preferred.
  • Click the star icon to set it as the preferred method.

Note: Each patient can only have one preferred payment method at a time.

When adding a new payment method, you can also check “Set as preferred payment method” before saving.

Managing payment methods in SigmaMD ensures that your patients’ billing information is always accurate, secure, and up to date.