Manage Saved Payment Methods

You can add and delete saved payment methods for your patients under the Billing tab.

Add a Saved Payment Method

1. From the Billing tab menu, click Accounts and then select Billing Accounts.
2. Click on the Name of the Billing Account.
3. Click the Payment Methods button.
   
    
4. Click Add Payment Method.
   
    
5. Enter A Name for This Payment Method, then enter payment information. 

   NOTE:  The name your enter for the payment method displays in the Saved Payment Methods list.

6. Click Submit.
   
    
7. The new payment method and displays in the Saved Payment Methods list.

   NOTE:  Click Set as Default to set that payment method as the patient's default payment method.

   
   
    

Remove a Saved Payment Method

1. From the Billing tab menu, click Accounts and then select Billing Accounts.
2. Click on the Name of the Billing Account.
3. Click the Payment Methods button.
   
4. Click Remove to remove a payment method.
   

You can delete saved payment methods for your patients under the Billing tab.

If you no longer need a patient's saved payment method to process payments, you can delete it from their billing account. This does not affect payment methods saved by portal users on the patient portal.

1. Go to Billing → Accounts → Billing Accounts.
2. Click the billing account you're working with.
3. In the lower left, click the Payment Methods button.
4. To the right of the payment method, click the delete icon .
5. Click the Delete Method button.

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