1. Halaxy Help Guide | Canada
  2. Account and Settings
  3. Payments

Enable SMS payment authorization for patients

By default, you can instantly process payment transactions within your authorized payment limit. If you have patients who want to approve every payment processed using their card, you can enable SMS payment authorization for their payment preferences.

When you process payment for a patient invoice, the patient receives an SMS with a link to a secure page where they can confirm their payment.

Payment-Authorisation-01.png

Example of a patient confirming their payment

Tip

Enabling SMS payment authorization can help protect you from chargebacks and disputed payments.

Set up SMS payment authorization

  1. Go to the patient profile and click the Funding tab.

  2. Under the Payment and Rebate Processing section, next to Payments, click the Icon-Edit.svg pencil icon.

  3. Tick the checkbox Always require SMS payment authorization for this patient.

    Patient-Payment-04.png

  4. Click Save.

Whenever you process a payment for this patient, SMS authorization is required by default no matter the amount.

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