Before You Begin
Admin Access Required: This feature and the settings menu are only accessible to users with Administrator permissions.
Payment Method: Ensure you have a valid credit card ready or already saved on file within the system.
📘 Instructions
Navigate to I-Verify Settings: Log in to your CRM and go to Settings > CRM Settings > Configuration > Iverify Settings.
2. Open the Purchase Menu: Locate the top-left corner of the I-Verify dashboard and click the Purchase Credits button.
3. Select a Credit Tier: Choose the specific credit package (Tier) that best fits your facility's volume needs. Higher tiers typically offer a better cost-per-credit value.
Once the payment method is selected, click on purchase credits.
Confirm Payment Method: Choose your preferred payment option:
Select Existing Card on File to use the billing method currently linked to your account.
Select Add New Card to input different billing details.
Finalize Purchase: Review your selection and click the Purchase Credits button to process the transaction.
Verification / Expected Result
Once the transaction is successful, your Current Balance on the I-Verify Settings page will update immediately to reflect the new credits. You can now proceed to run Instant VOBs on patient records.
Troubleshooting / Common Errors
"Purchase Credits" Button Missing: If you cannot see this button, confirm with your organization that your user profile has been granted full Admin permissions.
Payment Declined: Verify that the billing address matches the card on file. If using a new card, ensure no typos were made in the CVV or Expiration Date.
Credits Not Reflecting: If the balance does not update after 5 minutes, try refreshing your browser. If it still fails to show, check your "Billing History" in the CRM to confirm the transaction was completed.