Edit or Remove Patient Payment Card

Access Payment Cards

1. Enter the first 2–3 letters of the patient's name or date of birth (mm/dd/yyyy) in the top navigation bar search box.
2. Click to select the patient from the auto-populated results. The patient's record opens to the Face Sheet.
3. Click Account. The Account page opens.
4. Click the Payment Cards tab. The Payment Cards page opens.

View Payment Card Details

1. Click Action and select Show Details. The card detail expands.
2. Review the details to determine if the card should be edited or removed. If necessary, add a new payment card.
   • Authorized Status: An authorized card indicates the patient signed an agreement electronically or via paper. An unauthorized card indicates the patient has not completed the Credit Card Authorization form or the practice may have the agreement completed via paper. To authorize the card, request an electronic signature or manually change the status.
   • Note: Any Comments/Instructions for Practice entered by the patient when completing the Credit Card Authorization form through patient intake (Engage subscribers) or entered by the practice under the patient's Payment Cards.

Edit Payment Card

The payment card number cannot be edited. To correct an error in a card number, remove the existing card and add a new payment card.

1. Click Action and select Edit. The card detail pop-up window opens.
2. Make necessary changes to:
   • Cardholder Name
   • Expiration Date
   • Card Nickname
   • Comments/Instructions for Practice
     Note: The comments are not for internal use only. Patients can view and edit the saved note when they complete the Credit Card Authorization form.
   • Billing Address
   • Default Card
     Note: This field cannot be deselected. Mark another card as default to clear the selection.
3. Click Save Changes when finished.

Remove Payment Card

1. Click Action and select Remove. The Remove Credit Card pop-up window opens.
2. Click Confirm. The card is removed from the patient's record.