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Sometimes a patient wants to pay with multiple payment methods — for example, two credit cards, or a partial cash payment with the rest on a card. The easiest way to handle this is to add the entire amount to the patient’s balance, then take two partial payments towards that balance.

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Step 1: Add the full amount to the balance

In the Charge window, enter the total amount to be collected. Under Payment Method, select Add to Patient’s Balance, then click Confirm. Charge window with Add to Patient's Balance selected

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Step 2: Collect the first payment

Click on the patient’s name from the Appointments page to access their patient profile. Opening the patient profile from the Appointments page In the patient profile, select the same charge and click Pay Balance. Enter the amount for the first payment and choose the payment method for that amount. Selecting the charge and clicking Pay Balance Entering the first partial payment amount and method

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Step 3: Collect the second payment

You’ll see that the balance on that charge has decreased by the amount you just collected. For the second payment, select the same charge and click Pay Balance again. Charge balance decreased after first payment Enter the amount for the second payment and choose the payment method. Entering the second partial payment amount and method
✨Smart Tip: The same flow works for more than two payment methods — keep clicking Pay Balance on the same charge and collecting partial amounts until the balance reaches $0.

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FAQ

Yes. Repeat Step 3 as many times as needed. Each click of Pay Balance on the same charge collects another partial payment against the remaining balance. Continue until the charge balance reaches $0.
Any payment method available in Insights — credit/debit card, saved card on file, cash, check, or an Athelas card reader transaction. Each partial payment can use a different method.
Edit the original charge or void it before collecting payments. Once payments have started posting against the balance, you may need to refund a partial payment first. See How to refund a payment.
Each partial payment appears as a separate event on the patient’s PR timeline with its own amount, payment method, and timestamp — making it easy to reconcile both transactions later.