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Add a Patient Saved Credit Card

Estimated reading: 2 minutes

Go to Admin > Patients > Open Patient Profile > Credit Cards

Patients can save their credit card securely in the patient account.   

The admin can also add a saved credit card for the patient and also delete a saved credit card.   

You need to have saved credit card functionality enabled on your credit card processing account.   If you cannot add a saved credit card, you need to call your credit card processing company to ensure this functionality is available on your account.   You may be able to login to your credit card processor and enable this without calling them. 

Instructions for Adding a New Saved Credit Card

From Admin:

1.  Open up the patient profile 

2.  Click on “Credit Card” Tab

3.  Under “Add a New Saved Credit Card” Section, enter the Credit Card Holdes Name, Credit Card Number, CVV# and Expiry Date.  

4.  Press Submit

5.  The credit Card will be added to the Saved Credit Card List. 

From the Patient Account

The admin can login to a patient account or the patient can login to the patient account and complete these steps

1.  Click on the drop down menu by selecting the patient’s name in the top left hand corner.  

2. Choose Payment Settings. 

3. Click on “Add New Credit Card”

4. Enter the Credit Card Holdes Name, Credit Card Number, CVV# and Expiry Date.  

5. Press Submit

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