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Creating and Managing Payment Methods in Admin

Learn how to create and manage payment methods in Instinct!

Updated over 2 weeks ago

Configuring Payment Methods allows you to modify any of the existing payment methods or add new payment methods to the list.

  • Label – This is how the payment method will display in the drop down options

  • Require Notes (on/off) – When enabled, a note must be added to a payment when this method is selected

  • Active (on/off) – Inactive payment methods are not shown in the dropdown

Standard Payment Methods in Instinct can be renamed or edited to require notes, but cannot be inactivated. These methods include:

  • Credit/Debit Card – This includes Visa, Mastercard, American Express, and Discover. Hospitals with the Gravity Integration or Instinct Payments will see Credit/Debit Card in the Payment window dropdown. Hospitals without the Gravity Integration or Instinct Payments will see Visa, Mastercard, American Express, and Discover in the payment window dropdown. For these hospitals, enabling ‘Require Notes’, will effect all 4 of the credit/debit card options and renaming this label has no effect on what is seen in the payment window Method dropdown.

  • Text/Link to Pay – This method is only visible if the Gravity Text/Link to Pay is enabled.

  • Cash

  • Check

  • CareCredit

  • Insurance

  • Other

Once you have added the new Payment Method, it will become available in the drop down menu for Payments.

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