Manage Saved Payment Methods

The system processes payments using Ensora Payments with Stripe. You can add and remove saved payment methods for your patients in their Client Profile.

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Important Notice About Saving Payment Cards

When a payment card is saved for future use, it becomes accessible to all associated parties, including the client, client representative, and agency staff. This means any of these parties can:

• Charge the saved card for future transactions
• Manage or update the saved payment method

This applies whether the card is saved:

• By the client or client representative through the portal, or
• By agency staff in the system

If you do not want a card to be accessible to one or more of these parties, do not select the option to save the card for future use.

Manage Saved Payment Methods: Ensora Payments & Stripe

You can add and remove saved payment methods for your patients in their Client Profile.

Add a Saved Payment Method

1. Click on the Clients module in the navigation bar and locate the appropriate client. 
2. Open the Client Profile.
3. Under the Client tab, click the Save Card for Future Use link.

   

4. Click Add Payment Method.
    

   

   
    
5. Enter a Name for This Payment Method

   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: If you have multiple cards saved, you can choose which card will be the patient's default payment method.

    

   

   
   
   
   
   
   
   
   
    
    

​​​​​​​Remove a Saved Payment Method

1. Click on the Clients module in the navigation bar and locate the appropriate client. 
2. Open the Client Profile.
3. Under the Client tab, click the Save Card for Future Use link.

   

    

4. Click the red Remove button to remove a payment method.

   

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