Payment is authorized at intake. The patient will see the money leave their account at that point, but the full transaction does not settle until the patient is approved for care by a licensed provider.
If the patient is not approved, they do not pay. Structuring it this way keeps payment processing in good standing, because approved patients are not being refunded after the fact.
Transactions are reported in your clinic dashboard and can be downloaded as a CSV for reconciliation.
paymentauthorizationcapturedsettlementchargedreconciliation
